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Nasdaq - Delayed Quote USD

DFA Diversified Fixed Income Instl (DFXIX)

9.30
-0.04
(-0.43%)
At close: May 2 at 8:00:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.56%
5y Average Return 0.51%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 5.90%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 5.90%
Worst 3Y Total Return -1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFXIX
Category
YTD
2.33%
-1.22%
1-Month
0.46%
0.67%
3-Month
2.33%
1.77%
1-Year
5.23%
0.77%
3-Year
1.87%
5.26%
5-Year
0.58%
3.02%
10-Year
0.00%
3.31%
Last Bull Market
4.38%
3.52%
Last Bear Market
-2.18%
3.25%

Annual Total Return (%) History

Year
DFXIX
Category
2025
--
--
2024
3.05%
--
2023
4.92%
--
2022
-7.88%
--
2021
-0.60%
--
2020
5.90%
7.52%
2019
5.54%
8.06%
2018
1.07%
-0.50%

2017
1.68%
3.71%
2016
--
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.33% -- -- --
2024 0.21% 0.83% 3.28% -1.26%
2023 2.43% -0.38% -0.72% 3.57%
2022 -3.59% -2.18% -2.94% 0.65%
2021 -2.15% 1.38% 0.13% 0.08%
2020 4.23% 1.25% 0.59% -0.24%
2019 1.98% 2.20% 1.34% -0.07%
2018 -0.76% 0.19% -0.04% 1.70%
2017 0.76% 0.67% 0.16% 0.09%
2016 -2.41% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 2
3-Month 88
1-Year 27
3-Year 7
5-Year 19

Load Adjusted Returns

1-Year 5.23%
3-Year 1.87%
5-Year 0.58%
10-Year --

Performance & Risk

YTD Return 2.56%
5y Average Return 0.51%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.51
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Dimensional Fund Advisors
Net Assets 1.69B
YTD Return 2.33%
Yield 3.79%
Morningstar Rating
Inception Date Aug 10, 2016

Fund Summary

As a non-fundamental policy, under normal circumstances, the fund will invest directly, or indirectly through its investment in the underlying funds, at least 80% of its net assets in fixed income securities. In addition, the fund and each underlying fund are authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

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