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Nasdaq - Delayed Quote USD

DFA Intermediate-Term Municipal Bd I (DFTIX)

9.94
+0.01
+(0.10%)
As of 8:09:09 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.05%
5y Average Return 0.88%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 5.49%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 5.49%
Worst 3Y Total Return -0.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFTIX
Category
YTD
0.23%
0.39%
1-Month
-0.96%
0.04%
3-Month
0.23%
0.38%
1-Year
1.83%
1.72%
3-Year
1.87%
2.21%
5-Year
0.96%
1.47%
10-Year
1.45%
1.49%
Last Bull Market
2.94%
1.96%
Last Bear Market
-0.26%
2.01%

Annual Total Return (%) History

Year
DFTIX
Category
2025
--
--
2024
1.12%
--
2023
4.29%
--
2022
-3.69%
--
2021
-0.50%
--
2020
3.66%
2.28%
2019
4.59%
3.12%
2018
1.34%
1.18%

2017
2.14%
1.69%
2016
-0.15%
-0.15%
2015
2.60%
0.70%
2014
5.49%
1.44%
2013
-2.05%
-0.07%
2012
--
1.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.23% -- -- --
2024 -0.46% 0.04% 2.27% -0.70%
2023 1.72% -0.80% -1.80% 5.24%
2022 -3.70% -0.26% -2.46% 2.81%
2021 -0.58% 0.22% -0.07% -0.06%
2020 0.13% 2.60% 0.64% 0.26%
2019 1.89% 1.40% 0.65% 0.58%
2018 -0.59% 0.57% -0.22% 1.59%
2017 1.36% 1.02% 0.42% -0.66%
2016 1.19% 1.28% -0.28% -2.30%

2015 0.86% -0.65% 1.55% 0.82%
2014 1.96% 1.96% 0.89% 0.56%
2013 0.14% -2.96% 1.02% -0.22%
2012 1.16% 1.33% 0.08% --

Rank in Category (By Total Return)

YTD 95
1-Month 93
3-Month 95
1-Year 93
3-Year 80
5-Year 84

Load Adjusted Returns

1-Year 1.83%
3-Year 1.87%
5-Year 0.96%
10-Year 1.45%

Performance & Risk

YTD Return -0.05%
5y Average Return 0.88%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family Dimensional Fund Advisors
Net Assets 1.34B
YTD Return 0.23%
Yield 2.33%
Morningstar Rating
Inception Date Mar 01, 2012

Fund Summary

As a fundamental investment policy, under normal market conditions, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The adviser 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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