YHD - Delayed Quote NZD

Dimensional Global Bond Trust (Hedged to NZD) (23856.AX)

9.00 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 10.94%
Worst 1Y Total Return -0.85%
Best 3Y Total Return 10.94%
Worst 3Y Total Return 4.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
23856.AX
Category
YTD
4.48%
0.00%
1-Month
0.30%
0.00%
3-Month
2.67%
0.00%
1-Year
6.05%
0.00%
3-Year
5.87%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
23856.AX
Category
2016
--
--
2015
4.35%
--
2014
10.18%
--
2013
-0.85%
--
2012
10.94%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 4.18% -- -- --
2015 3.20% -1.45% 2.06% 0.53%
2014 1.93% 3.01% 1.93% 2.95%
2013 -1.00% 0.36% -0.85% 0.65%
2012 1.49% 2.88% 2.96% 3.20%

Rank in Category (By Total Return)

Load Adjusted Returns

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating --

Fund Overview

Category Miscellaneous NZD
Fund Family DFA Australia Limited
Net Assets 186.19M
YTD Return 4.48%
Yield 5.58%
Morningstar Rating --
Inception Date Nov 11, 2011

Fund Summary

The Trust may suit those investors seeking a liquid, diversified portfolio that provides exposure to the returns of global fixed interest securities. Dimensional’s fixed interest portfolios are based on dimensions of expected return that have been identified by academic research.

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