Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

DFA Global Core Plus Fixed Income Instl (DGCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.64-0.05 (-0.58%)
At close: 08:00PM EDT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.12%
5-Year Average Return0.45%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Sep 28, 2023)11.55%
Worst 1 Yr Total Return (Sep 28, 2023)N/A
Best 3-Yr Total Return11.55%
Worst 3-Yr Total Return-3.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDGCFXCategory
YTD2.12%-1.39%
1-Month-1.52%0.50%
3-Month-0.97%0.97%
1-Year5.49%2.07%
3-Year-4.77%4.59%
5-Year0.45%3.00%
10-Year0.00%3.32%
Last Bull Market1.98%3.92%
Last Bear Market-7.39%-0.05%

Annual Total Return (%) History

Year
DGCFXCategory
2023
N/AN/A
2022
-15.87%N/A
2021
-2.04%N/A
2020
8.51%6.17%
2019
11.55%8.73%
2018
N/A0.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.59%-0.22%N/AN/A
2022-7.24%-7.39%-5.09%3.18%
2021-3.83%2.27%-0.05%-0.36%
2020-3.98%7.38%2.45%2.72%
20195.10%3.44%2.73%-0.12%
20180.29%0.30%0.38%N/A

Rank In Category (By Total Return)

YTD14
1-Month50
3-Month32
1-Year25
3-Year76
5-Year37

Load Adjusted Returns

1-Year1.90%
3-Year-4.08%
5-Year0.72%
10-YearN/A
Advertisement
Advertisement