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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 4.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DFMPX | Category Average | DFMPX | Category Average | DFMPX | Category Average | |
| Alpha | -1.47 | -0.01 | -1.32 | -0 | -0.91 | -0 |
| BETA | 0.56 | 0 | 0.56 | 0 | 0.55 | 0 |
| Mean Annual Return | 0.13 | 0 | 0.05 | 0 | 0.1 | 0 |
| R-squared | 92.88 | 0.75 | 91.48 | 0.72 | 89.06 | 0.67 |
| Standard Deviation | 4.24 | 0.02 | 3.72 | 0.02 | 2.98 | 0.02 |
| Sharpe Ratio | -0.71 | 0 | -0.58 | 0 | -0.25 | 0.01 |
| Treynor Ratio | -5.68 | 0.01 | -4.02 | -0.01 | -1.48 | 0.03 |
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