Nasdaq - Delayed Quote USD

DFA Short-Duration Real Return Instl (DFAIX)

10.71
0.00
(0.00%)
At close: 8:00:34 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.19%
5y Average Return 4.34%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 13, 2025) 6.38%
Worst 1Y Total Return (May 13, 2025) --
Best 3Y Total Return 6.38%
Worst 3Y Total Return 1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFAIX
Category
YTD
2.39%
0.44%
1-Month
0.37%
0.02%
3-Month
1.80%
0.56%
1-Year
6.13%
2.65%
3-Year
4.11%
3.38%
5-Year
4.42%
2.40%
10-Year
2.94%
2.01%
Last Bull Market
3.23%
2.63%
Last Bear Market
-2.10%
-0.33%

Annual Total Return (%) History

Year
DFAIX
Category
2025
--
--
2024
6.38%
--
2023
5.63%
--
2022
-2.77%
--
2021
5.40%
--
2020
2.75%
3.81%
2019
5.63%
4.72%
2018
0.11%
0.92%

2017
1.71%
1.73%
2016
3.63%
2.08%
2015
0.46%
0.19%
2014
-0.95%
1.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.00% -- -- --
2024 1.85% 1.63% 1.32% 1.44%
2023 1.89% 0.39% 1.55% 1.69%
2022 -0.47% -2.10% -2.14% 1.98%
2021 0.99% 1.77% 1.45% 1.09%
2020 -3.74% 3.57% 1.72% 1.32%
2019 2.50% 1.32% 0.50% 1.21%
2018 0.00% 0.61% 0.60% -1.09%
2017 1.01% -0.50% 0.81% 0.39%
2016 1.76% 1.02% 0.71% 0.10%

2015 0.72% 0.20% -0.71% 0.25%
2014 0.91% 2.00% -1.86% -1.94%

Rank in Category (By Total Return)

YTD 33
1-Month 87
3-Month 35
1-Year 90
3-Year 43
5-Year 6

Load Adjusted Returns

1-Year 6.13%
3-Year 4.11%
5-Year 4.42%
10-Year 2.94%

Performance & Risk

YTD Return 2.19%
5y Average Return 4.34%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.22
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Dimensional Fund Advisors
Net Assets 1.96B
YTD Return 2.39%
Yield 4.04%
Morningstar Rating
Inception Date Nov 05, 2013

Fund Summary

The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is 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.

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