DFXIX - DFA Diversified Fixed Income Portfolio - Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.32%
5-Year Average Return1.28%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 30, 2023)5.90%
Worst 1 Yr Total Return (May 30, 2023)N/A
Best 3-Yr Total Return5.90%
Worst 3-Yr Total Return-1.02%

Trailing Returns (%) Vs. Benchmarks

ReturnDFXIXCategory
YTD2.32%-1.22%
1-Month-0.54%0.67%
3-Month1.87%1.77%
1-Year-0.99%0.77%
3-Year-1.95%5.26%
5-Year1.28%3.02%
10-Year0.00%3.31%
Last Bull Market0.41%3.52%
Last Bear Market-2.18%3.25%

Annual Total Return (%) History

Year
DFXIXCategory
2023
N/AN/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
20232.43%N/AN/AN/A
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)

YTD92
1-Month92
3-Month3
1-Year13
3-Year13
5-Year17

Load Adjusted Returns

1-Year0.07%
3-Year-1.64%
5-Year1.51%
10-YearN/A