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DIPSX: DFA Inflation Protected Securities Prtfl (MUTUAL FUND)
Basic Info 11.11 0.06(0.54%) May 02
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 12/07/2006 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 2.72% |
| Expenses | 0.11% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/07/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 3.3 | 6.5 | 1.0 | 1.6 | 2.4 | 2.9 | 3.1 | 2.0 | 3.9 | -12.3 | 5.5 | 11.3 | 8.5 | -1.3 | 3.3 | 4.7 | -1.2 | 3.4 | -9.3 | 7.5 | 14.5 | 6.8 | 11.0 | -5.9 | 7.4 | -2.4 |
| Sharpe Ratio | NA | 1.29 | 0.04 | -0.49 | -0.16 | 0.12 | NA | 0.3 | -0.98 | -0.04 | -1.47 | 1.17 | 1.49 | 1.75 | -0.78 | 0.71 | 0.84 | -0.22 | 0.73 | -1.54 | 1.6 | 2.19 | 1.11 | 1.36 | -0.59 | 0.71 | -8.19 |
| Draw Down(%) | NA | 3.0 | 3.9 | 9.9 | 14.7 | 14.7 | NA | 18.9 | 3.8 | 6.6 | 14.6 | 3.1 | 9.8 | 2.4 | 3.2 | 2.1 | 5.0 | 5.1 | 3.8 | 11.4 | 2.3 | 3.5 | 5.5 | 4.4 | 18.9 | 5.2 | 2.4 |
| Standard Deviation(%) | NA | 5.5 | 4.8 | 6.9 | 6.3 | 5.8 | NA | 6.4 | 4.7 | 7.1 | 9.3 | 4.7 | 7.4 | 4.0 | 3.3 | 3.8 | 5.3 | 5.7 | 4.6 | 6.0 | 4.7 | 6.6 | 6.1 | 8.0 | 11.5 | 6.2 | 4.5 |
| Treynor Ratio | NA | 0.07 | 0.0 | -0.03 | -0.01 | 0.01 | NA | 0.02 | -0.05 | 0.0 | -0.13 | 0.06 | 0.11 | 0.07 | -0.02 | 0.03 | 0.04 | -0.01 | 0.03 | -0.09 | 0.08 | 0.16 | 0.07 | 0.11 | -0.07 | 0.05 | -0.34 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.97 | 0.98 | 1.03 | 1.02 | 1.02 | NA | 1.0 | 1.0 | 1.03 | 1.04 | 0.98 | 1.03 | 1.0 | 1.05 | 1.01 | 1.0 | 1.02 | 1.01 | 1.0 | 0.95 | 0.91 | 1.01 | 1.01 | 1.01 | 0.96 | 1.07 |
| RSquared | NA | 0.93 | 0.94 | 0.96 | 0.95 | 0.93 | NA | 0.9 | 0.95 | 0.97 | 0.96 | 0.91 | 0.96 | 0.93 | 0.92 | 0.92 | 0.71 | 0.97 | 0.95 | 0.95 | 0.85 | 0.88 | 0.92 | 0.93 | 0.82 | 0.76 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.7 | 3.9 | 3.8 | 3.0 | 3.1 | N/A | 2.7 | 3.7 | 6.7 | 4.8 | 1.4 | 2.2 | 2.2 | 2.6 | 2.0 | 0.7 | 2.2 | 1.2 | 2.8 | 6.1 | 2.9 | 1.4 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -26.3 | 23.1 | 103.7 | N/A | N/A | N/A | -28.1 | -54.1 | 37.4 | 279.9 | -31.3 | -4.9 | -16.5 | 33.0 | 194.9 | -68.3 | 58.6 | -53.7 | -50.6 | 117.1 | 135.8 | 20.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2006
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