Nasdaq - Delayed Quote USD
DFA Municipal Bond Institutional (DFMPX)
9.95
0.00
(0.00%)
At close: May 2 at 8:00:35 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.14% |
| 5y Average Return | 0.45% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 4.04% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 4.04% |
| Worst 3Y Total Return | -0.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DFMPX
Category
- YTD
- 0.27%
- 0.39%
- 1-Month
- -0.92%
- 0.04%
- 3-Month
- 0.27%
- 0.38%
- 1-Year
- 1.77%
- 1.72%
- 3-Year
- 1.43%
- 2.21%
- 5-Year
- 0.54%
- 1.47%
- 10-Year
- 1.16%
- 1.49%
- Last Bull Market
- 2.60%
- 1.96%
- Last Bear Market
- -0.39%
- 2.01%
Annual Total Return (%) History
Year
DFMPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.27% | -- | -- | -- |
| 2024 | -0.44% | 0.05% | 2.09% | -0.63% |
| 2023 | 1.49% | -0.86% | -1.62% | 4.32% |
| 2022 | -4.12% | -0.39% | -2.43% | 2.63% |
| 2021 | -0.63% | 0.23% | -0.17% | 0.02% |
| 2020 | 0.02% | 2.40% | 0.53% | 0.29% |
| 2019 | 1.59% | 1.28% | 0.45% | 0.67% |
| 2018 | -0.54% | 0.54% | -0.15% | 1.36% |
| 2017 | 1.12% | 0.98% | 0.38% | -0.62% |
| 2016 | 1.35% | 1.06% | -0.16% | -1.90% |
| 2015 | -0.66% | 1.38% | 0.78% | -- |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 92 |
| 3-Month | 93 |
| 1-Year | 96 |
| 3-Year | 95 |
| 5-Year | 98 |
Load Adjusted Returns
| 1-Year | 1.77% |
| 3-Year | 1.43% |
| 5-Year | 0.54% |
| 10-Year | 1.16% |
Performance & Risk
| YTD Return | 0.14% |
| 5y Average Return | 0.45% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.56 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni National Short |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 507.51M |
| YTD Return | 0.27% |
| Yield | 1.56% |
| Morningstar Rating | |
| Inception Date | Mar 10, 2015 |
Fund Summary
The Portfolio seeks its investment objective by investing primarily in a universe of investment grade municipal securities. Under normal market conditions, it will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. Generally, the Portfolio will acquire obligations that mature within fifteen years from the date of settlement. It will maintain a dollar-weighted average portfolio duration of more than three years but less than five years.
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