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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1014 | 1056 | 999 | 1021 | 1144 |
Fund Return | 3.7% | 1.36% | 5.56% | -0.04% | 0.42% | 1.35% |
Place in category | 25 | 108 | 104 | 14 | 32 | 38 |
% in Category | 30 | 98 | 95 | 12 | 29 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 12.11B | 3.45 | -1.75 | 2.03 | ||
DFA Intermediate Govt Fixed-Income | 6.08B | 2.94 | -2.70 | 1.30 | ||
DFA Short-Term Extended Quality I | 5.69B | 3.73 | 0.86 | 1.64 | ||
DFA Inflation-Protected Securities | 5.13B | 3.72 | -1.48 | 2.16 | ||
DFA Two-Year Global Fixed-Income I | 4.57B | 3.64 | 1.78 | 1.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Bd Idx Admiral | 23.97B | 2.12 | -1.50 | 2.00 | ||
Vanguard Total Intl Bd Idx Institut | 13.78B | 2.18 | -1.46 | 2.04 | ||
PIMCO Foreign Bond (USD-Hedged) I | 10.45B | 3.20 | 0.20 | 3.03 | ||
DFA Two-Year Global Fixed-Income I | 4.57B | 3.64 | 1.78 | 1.34 | ||
AB Global Bond Advisor | 4.02B | 3.12 | -1.30 | 1.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 5.50399% | - | 7.15 | - | - | |
United States Treasury Notes 5.42899% | - | 5.10 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0% | GB00BSGHMX77 | 2.08 | - | - | |
United States Treasury Notes 5.42799% | - | 1.53 | - | - | |
Swedish T Bill Bills Regs 08/24 0.00000 | - | 1.41 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Sell | Strong Sell | Sell |
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