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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 984 | 980 | 983 | 948 | 1104 | 1209 |
Fund Return | -1.57% | -2.02% | -1.69% | -1.76% | 2% | 1.92% |
Place in category | 45 | 75 | 78 | 52 | 36 | 6 |
% in Category | 40 | 63 | 66 | 48 | 33 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Investment Grade I | 10.92B | -1.98 | -2.79 | 1.70 | ||
DFA Five-Year Global Fixed-Income I | 9.24B | 1.81 | -0.47 | 1.26 | ||
DFA Short-Term Extended Quality I | 5.8B | 1.71 | 0.36 | 1.50 | ||
DFA Intermediate Govt Fixed-Income | 5.6B | -3.24 | -3.99 | 0.84 | ||
DFA One-Year Fixed-Income I | 4.64B | 1.92 | 1.81 | 1.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.98B | -1.72 | -1.68 | 1.81 | ||
Vanguard Inflation-Protected Secs I | 11.37B | -1.66 | -1.65 | 1.85 | ||
American Funds Inflation Linked R6 | 11.14B | -1.86 | -2.57 | 1.94 | ||
Fidelity Inflation-Prot Bd Idx In | 9.2B | -1.49 | -1.58 | 1.86 | ||
PIMCO Real Return Instl | 5.5B | -1.34 | -1.65 | 1.87 |
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 | Neutral | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Strong Buy | Neutral | Strong Sell |
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