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DIPSX: DFA Inflation Protected Securities Prtfl (MUTUAL FUND)
Basic Info 10.65 0.02(0.19%) April 25
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (75%) |
Start Date: | 12/07/2006 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.72% |
Expenses | 0.11% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/07/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.7 | -2.4 | -1.7 | 2.0 | 1.9 | 3.1 | 2.9 | 3.9 | -12.3 | 5.6 | 11.7 | 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 | -1.54 | -0.71 | -0.52 | 0.09 | 0.16 | NA | 0.31 | -0.05 | -1.47 | 1.18 | 1.54 | 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 | 2.5 | 6.5 | 14.6 | 14.6 | 14.6 | NA | 18.9 | 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 | 5.3 | 6.3 | 7.3 | 6.9 | 5.8 | NA | 6.4 | 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 | -0.08 | -0.04 | -0.04 | 0.01 | 0.01 | NA | 0.02 | 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 | -0.01 | 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 | 1.01 | 1.03 | 1.03 | 1.03 | 1.02 | NA | 1.0 | 0.96 | 1.04 | 0.99 | 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 | 0.95 | 0.97 | 0.96 | 0.96 | 0.94 | NA | 0.9 | 0.9 | 0.96 | 0.9 | 0.97 | 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 | 3.5 | 4.8 | 4.1 | 3.0 | 3.3 | N/A | 3.8 | 6.6 | 4.9 | 1.7 | 2.2 | 2.2 | 2.6 | 2.1 | 0.7 | 2.2 | 1.3 | 2.8 | 5.9 | 2.9 | 1.3 | 1.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -48.1 | 154.7 | 110.5 | N/A | N/A | N/A | -53.4 | 35.4 | 209.5 | -16.0 | -3.8 | -16.1 | 29.2 | 200.0 | -68.0 | 56.2 | -52.9 | -49.3 | 109.4 | 146.2 | 18.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2006
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