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Nasdaq - Delayed Quote USD

DFA Inflation-Protected Securities Portfolio (DIPSX)

10.99
-0.01
(-0.09%)
At close: 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.52%
5y Average Return 1.37%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 15, 2025) 14.54%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 14.54%
Worst 3Y Total Return -2.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DIPSX
Category
YTD
4.39%
2.01%
1-Month
0.83%
0.29%
3-Month
4.39%
2.93%
1-Year
6.49%
7.04%
3-Year
0.07%
5.93%
5-Year
2.41%
3.88%
10-Year
2.54%
2.85%
Last Bull Market
5.38%
4.99%
Last Bear Market
-6.52%
3.43%

Annual Total Return (%) History

Year
DIPSX
Category
2025
--
--
2024
2.01%
--
2023
3.93%
--
2022
-12.22%
--
2021
5.55%
--
2020
11.65%
10.01%
2019
8.46%
7.92%
2018
-1.29%
-1.64%

2017
3.28%
2.72%
2016
4.67%
4.59%
2015
-1.22%
-2.36%
2014
3.37%
1.80%
2013
-9.27%
-7.85%
2012
7.45%
6.45%
2011
14.54%
10.93%
2010
6.81%
5.94%
2009
11.01%
10.88%
2008
-1.42%
-4.08%
2007
11.84%
9.86%
2006
--
0.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.39% -- -- --
2024 0.00% 1.01% 4.27% -3.15%
2023 3.79% -1.71% -2.57% 4.58%
2022 -3.06% -6.52% -5.03% 1.99%
2021 -1.69% 3.18% 2.04% 1.97%
2020 1.66% 4.58% 3.30% 1.66%
2019 3.62% 3.09% 0.97% 0.56%
2018 -1.11% 0.76% -0.91% -0.03%
2017 1.50% -0.34% 0.86% 1.23%
2016 5.01% 1.73% 0.98% -2.98%

2015 1.81% -1.10% -0.78% -1.12%
2014 1.92% 3.98% -2.27% -0.20%
2013 -0.23% -7.95% 1.28% -2.46%
2012 0.90% 3.30% 2.46% 0.61%
2011 2.07% 4.13% 4.80% 2.83%
2010 0.51% 4.23% 2.95% -0.97%
2009 5.14% 0.00% 3.36% 2.16%
2008 6.31% -0.56% -4.00% -2.87%
2007 2.57% -0.99% 4.62% 5.27%
2006 -1.42% -- -- --

Rank in Category (By Total Return)

YTD 25
1-Month 23
3-Month 25
1-Year 20
3-Year 33
5-Year 38

Load Adjusted Returns

1-Year 6.49%
3-Year 0.07%
5-Year 2.41%
10-Year 2.54%

Performance & Risk

YTD Return 2.52%
5y Average Return 1.37%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Inflation-Protected Bond
Fund Family Dimensional Fund Advisors
Net Assets 5.08B
YTD Return 4.39%
Yield 2.97%
Morningstar Rating
Inception Date Sep 18, 2006

Fund Summary

As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in inflation-protected securities. Inflation-protected securities (also known as inflation-indexed securities) are securities whose principal and/or interest payments are adjusted for inflation, unlike conventional debt securities that make fixed principal and interest payments.

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