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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1008 | 1015 | 954 | 1106 | 1204 |
Fund Return | 0.18% | 0.84% | 1.5% | -1.55% | 2.03% | 1.88% |
Place in category | 36 | 45 | 57 | 54 | 37 | 6 |
% in Category | 30 | 39 | 43 | 49 | 32 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 11.03B | -0.58 | -2.50 | 1.72 | ||
DFA Five-Year Global Fixed-Income I | 9.27B | 2.31 | -0.37 | 1.24 | ||
DFA Short-Term Extended Quality I | 5.88B | 2.19 | 0.45 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.6B | -1.78 | -3.63 | 0.88 | ||
DFA One-Year Fixed-Income I | 4.6B | 2.38 | 1.96 | 1.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.65B | 0.01 | -1.47 | 1.78 | ||
Vanguard Inflation-Protected Secs I | 11.23B | 0.05 | -1.42 | 1.82 | ||
American Funds Inflation Linked R6 | 11.24B | -0.11 | -2.32 | 1.92 | ||
Fidelity Inflation-Prot Bd Idx In | 9.2B | 0.17 | -1.39 | 1.82 | ||
PIMCO Real Return Instl | 5.5B | 0.55 | -1.40 | 1.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 0.875% | - | 9.41 | - | - | |
United States Treasury Bonds 2.5% | - | 9.35 | - | - | |
United States Treasury Bonds 3.875% | - | 9.28 | - | - | |
United States Treasury Bonds 3.625% | - | 9.20 | - | - | |
United States Treasury Bonds 2.125% | - | 8.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Sell |
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