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Nasdaq - Delayed Quote USD

DFA CA Short-Term Municipal Bond I (DFCMX)

10.19
0.00
(0.00%)
At close: May 2 at 8:04:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.84%
5y Average Return 1.20%
Number of Years Up 15
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 2.84%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 2.84%
Worst 3Y Total Return -0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFCMX
Category
YTD
0.70%
0.43%
1-Month
0.05%
0.05%
3-Month
0.70%
0.59%
1-Year
3.03%
1.95%
3-Year
2.24%
2.71%
5-Year
1.23%
1.61%
10-Year
1.06%
1.92%
Last Bull Market
2.14%
3.07%
Last Bear Market
0.33%
3.10%

Annual Total Return (%) History

Year
DFCMX
Category
2025
--
--
2024
2.84%
--
2023
2.73%
--
2022
-0.76%
--
2021
-0.13%
--
2020
0.67%
2.46%
2019
1.57%
4.17%
2018
1.24%
1.77%

2017
1.07%
1.47%
2016
0.07%
-0.14%
2015
1.02%
0.88%
2014
0.80%
3.45%
2013
0.65%
-1.37%
2012
0.94%
3.05%
2011
2.68%
4.63%
2010
1.19%
1.93%
2009
3.92%
6.27%
2008
3.13%
1.55%
2007
--
3.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.70% -- -- --
2024 0.51% 0.74% 1.15% 0.41%
2023 0.97% 0.18% 0.21% 1.35%
2022 -1.20% 0.33% -1.05% 1.18%
2021 0.05% 0.00% -0.14% -0.05%
2020 -0.15% 0.77% 0.09% -0.04%
2019 0.53% 0.42% 0.25% 0.36%
2018 0.16% 0.53% -0.02% 0.57%
2017 0.73% 0.50% 0.31% -0.47%
2016 0.64% 0.49% -0.10% -0.95%

2015 0.40% -0.12% 0.68% 0.05%
2014 0.12% 0.50% 0.29% -0.10%
2013 0.25% -0.33% 0.41% 0.32%
2012 0.34% 0.27% 0.33% 0.00%
2011 0.68% 1.01% 0.65% 0.31%
2010 0.07% 1.05% 1.04% -0.95%
2009 1.50% 0.17% 1.82% 0.39%
2008 0.85% -0.00% 0.06% 2.20%
2007 0.93% 0.97% -- --

Rank in Category (By Total Return)

YTD 53
1-Month 16
3-Month 53
1-Year 19
3-Year 11
5-Year 39

Load Adjusted Returns

1-Year 3.03%
3-Year 2.24%
5-Year 1.23%
10-Year 1.06%

Performance & Risk

YTD Return 0.84%
5y Average Return 1.20%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.16
Morningstar Risk Rating

Fund Overview

Category Muni Single State Short
Fund Family Dimensional Fund Advisors
Net Assets 739.67M
YTD Return 0.70%
Yield 2.69%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Summary

As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal personal income tax and the California state personal income taxes. The advisor does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.

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