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DFGFX: DFA Two-Year Global Fixed-Income I (MUTUAL FUND)
Basic Info 9.63 0(0.0%) March 20
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (95%) |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/12/2022 |
12-Mo. Yield | 0.58% |
Expenses | 0.18% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.2 | 1.3 | 0.1 | -0.4 | 0.8 | 0.7 | 1.1 | 2.5 | -2.6 | -0.6 | 0.9 | 2.9 | 1.9 | 0.9 | 0.9 | 0.3 | 0.4 | 0.5 | 1.0 | 0.8 | 1.7 | 2.1 | 4.1 | 5.2 | 4.5 | 1.9 | 0.4 | -0.4 | 5.3 | 6.1 | 6.5 | 4.6 | 6.5 | 5.9 | 4.7 |
SR | NA | 0.07 | -1.51 | -1.21 | -0.31 | 0.02 | NA | 0.88 | -2.46 | -1.27 | 1.66 | 2.31 | 0.77 | 0.41 | 0.75 | 0.32 | 0.52 | 0.89 | 2.27 | 1.04 | 1.9 | 2.25 | 2.79 | 0.73 | 1.62 | -0.28 | -0.4 | -0.34 | 2.71 | 2.88 | 1.93 | 1.55 | 4.0 | 2.73 | 5.99 |
DD(%) | NA | 0.2 | 2.1 | 4.0 | 4.0 | 4.0 | NA | 4.0 | 3.5 | 0.7 | 0.3 | 0.1 | 0.2 | 0.2 | 0.5 | 0.4 | 0.3 | 0.2 | 0.1 | 0.3 | 0.3 | 0.3 | 0.9 | 2.1 | 0.1 | 0.4 | 1.9 | 3.1 | 0.8 | 1.0 | 0.5 | 0.3 | 0.1 | 0.3 | 0.2 |
SD(%) | NA | 1.5 | 1.6 | 1.1 | 0.9 | 0.9 | NA | 1.3 | 1.6 | 0.5 | 0.4 | 0.6 | 0.7 | 0.7 | 1.0 | 0.9 | 0.7 | 0.5 | 0.4 | 0.7 | 0.9 | 0.9 | 1.1 | 3.0 | 0.7 | 1.0 | 1.4 | 3.3 | 1.6 | 1.3 | 1.3 | 0.9 | 0.8 | 0.9 | 0.9 |
TR | NA | 0.01 | -0.27 | -0.2 | -0.06 | 0.0 | NA | 0.35 | -0.43 | -0.3 | 0.85 | 0.41 | 0.83 | 0.08 | 0.27 | 0.07 | 0.09 | 0.33 | 0.53 | 1.74 | 4.53 | 1.11 | 1.78 | 0.74 | 0.51 | -0.09 | -0.08 | -0.21 | 0.55 | 0.81 | 1.94 | 1.35 | -5424.86 | 2.0 | 21.14 |
Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 |
Beta(%) | NA | 0.09 | 0.09 | 0.06 | 0.05 | 0.04 | NA | 0.03 | 0.09 | 0.02 | 0.01 | 0.04 | 0.01 | 0.04 | 0.03 | 0.04 | 0.04 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 | 0.07 | 0.05 | 0.08 | 0.05 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
RS | NA | 0.42 | 0.4 | 0.24 | 0.17 | 0.12 | NA | 0.05 | 0.34 | 0.05 | 0.03 | 0.07 | 0.0 | 0.12 | 0.05 | 0.13 | 0.1 | 0.04 | 0.06 | 0.0 | 0.0 | 0.05 | 0.04 | 0.0 | 0.06 | 0.08 | 0.26 | 0.03 | 0.19 | 0.14 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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