Nasdaq - Delayed Quote USD
DFA Short-Duration Real Return Instl (DFAIX)
10.71
0.00
(0.00%)
At close: 8:00:34 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DFAIX | Category Average | DFAIX | Category Average | DFAIX | Category Average | |
| Alpha | 0 | 0.01 | 2.3 | 0.01 | 1.02 | 0 |
| BETA | 0.22 | 0 | 0.23 | 0 | 0.22 | 0 |
| Mean Annual Return | 0.34 | 0 | 0.36 | 0 | 0.24 | 0 |
| R-squared | 28.76 | 0.32 | 28.4 | 0.35 | 19.5 | 0.35 |
| Standard Deviation | 3.09 | 0.03 | 2.63 | 0.02 | 2.54 | 0.02 |
| Sharpe Ratio | -0.18 | 0.01 | 0.58 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -2.75 | 0.06 | 6.85 | 0.04 | 4.17 | 0.06 |
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