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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.94%
5-year average return
0.77%
Number of years up
5
Number of years down
2
Best 1-yr total return (1 Jul 2024)
5.90%
Worst 1-yr total return (1 Jul 2024)
N/A
Best 3-yr total return
5.90%
Worst 3-yr total return
-1.33%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
DFXIX
Category
YTD
0.32%
-1.22%
1-month
0.99%
0.67%
3-month
0.54%
1.77%
1-year
2.87%
0.77%
3-year
-0.83%
5.26%
5-year
0.82%
3.02%
10-year
0.00%
3.31%
Last bull market
4.25%
3.52%
Last bear market
-2.18%
3.25%
Annual total return (%) history
Year
DFXIX
Category
2024
N/A
N/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/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.21%
0.83%
N/A
N/A
2023
2.43%
-0.38%
-0.72%
3.57%
2022
-3.59%
-2.18%
-2.94%
0.65%
2021
-2.15%
1.38%
0.13%
0.08%
2020
4.23%
1.25%
0.59%
-0.24%
2019
1.98%
2.20%
1.34%
-0.07%
2018
-0.76%
0.19%
-0.04%
1.70%
2017
0.76%
0.67%
0.16%
0.09%
2016
-2.41%
N/A
N/A
N/A
Rank in category (by total return)
YTD
5
1-month
98
3-month
7
1-year
13
3-year
2
5-year
6
Load adjusted returns
1-year
2.87%
3-year
-0.83%
5-year
0.82%
10-year
N/A
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