Nasdaq - Delayed Quote USD

DFA CA Municipal Real Return Instl (DCARX)

10.71
0.00
(0.00%)
At close: 8:00:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.51%
5y Average Return 3.81%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 13, 2025) 6.21%
Worst 1Y Total Return (May 13, 2025) --
Best 3Y Total Return 6.21%
Worst 3Y Total Return 1.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCARX
Category
YTD
1.51%
0.87%
1-Month
-0.08%
0.21%
3-Month
0.93%
1.22%
1-Year
3.58%
3.74%
3-Year
2.47%
3.73%
5-Year
4.03%
2.27%
10-Year
0.00%
3.54%
Last Bull Market
1.96%
5.59%
Last Bear Market
-0.94%
5.62%

Annual Total Return (%) History

Year
DCARX
Category
2025
--
--
2024
3.16%
--
2023
2.63%
--
2022
-1.06%
--
2021
6.21%
--
2020
2.35%
3.67%
2019
5.08%
6.10%
2018
-0.46%
0.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.60% -- -- --
2024 0.70% 0.82% 1.01% 0.61%
2023 1.85% -0.75% -0.20% 1.73%
2022 -0.57% -0.94% -2.21% 2.72%
2021 1.05% 1.84% 1.51% 1.67%
2020 -5.97% 4.74% 2.17% 1.71%
2019 2.30% 1.08% -0.13% 1.75%
2018 -0.41% 1.14% -0.11% -1.07%

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 25
5-Year 1

Load Adjusted Returns

1-Year 3.58%
3-Year 2.47%
5-Year 4.03%
10-Year --

Performance & Risk

YTD Return 1.51%
5y Average Return 3.81%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.34
Morningstar Risk Rating

Fund Overview

Category Muni California Intermediate
Fund Family Dimensional Fund Advisors
Net Assets 347.21M
YTD Return 1.51%
Yield 2.52%
Morningstar Rating
Inception Date Nov 01, 2017

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in a universe of municipal securities, including inflation-protected municipal securities, issued by or on behalf of California state or local governments and their agencies, instrumentalities, and regional governmental authorities, and in derivative instruments to provide inflation protection.

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