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DFA Diversified Fixed Income Instl (DFXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.16+0.02 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.94%
5-year average return0.77%
Number of years up5
Number of years down2
Best 1-yr total return (1 Jul 2024)5.90%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return5.90%
Worst 3-yr total return-1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDFXIXCategory
YTD0.32%-1.22%
1-month0.99%0.67%
3-month0.54%1.77%
1-year2.87%0.77%
3-year-0.83%5.26%
5-year0.82%3.02%
10-year0.00%3.31%
Last bull market4.25%3.52%
Last bear market-2.18%3.25%

Annual total return (%) history

Year
DFXIXCategory
2024
N/AN/A
2023
4.92%N/A
2022
-7.88%N/A
2021
-0.60%N/A
2020
5.90%7.52%
2019
5.54%8.06%
2018
1.07%-0.50%
2017
1.68%3.71%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.21%0.83%N/AN/A
20232.43%-0.38%-0.72%3.57%
2022-3.59%-2.18%-2.94%0.65%
2021-2.15%1.38%0.13%0.08%
20204.23%1.25%0.59%-0.24%
20191.98%2.20%1.34%-0.07%
2018-0.76%0.19%-0.04%1.70%
20170.76%0.67%0.16%0.09%
2016-2.41%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month98
3-month7
1-year13
3-year2
5-year6

Load adjusted returns

1-year2.87%
3-year-0.83%
5-year0.82%
10-yearN/A