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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DFXIX | Category Average | DFXIX | Category Average | DFXIX | Category Average | |
| Alpha | -0.68 | 0 | -0.56 | 0 | -- | 0 |
| BETA | 0.51 | 0.01 | 0.53 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.16 | 0 | 0.05 | 0 | -- | 0 |
| R-squared | 94.82 | 0.84 | 92.08 | 0.86 | -- | 0.86 |
| Standard Deviation | 4.08 | 0.04 | 3.56 | 0.03 | -- | 0.03 |
| Sharpe Ratio | -0.65 | 0.01 | -0.61 | 0.01 | -- | 0.01 |
| Treynor Ratio | -5.35 | 0.07 | -4.19 | 0.02 | -- | 0.03 |
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