DFAIX
DFA Short-Duration Real Return-Inst
$10.52
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
Category | Short Term Bond |
---|---|
Market Cap | 1925.455M |
52 Week High | 10.52 |
52 Week Low | 9.877 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | DFAIX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 10.52 |
Price Yesterday | 10.52 |
Market Cap | 1,925.46 |
YTD Return | 2.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0022 |
Overview
52 Week High | 10.52 |
---|---|
52 Week Low | 9.88 |
Market Cap | 1,925.46M |
Shares Outstanding | 183.03M |
Income Dividend Yield | 3.57% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.57% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 4.92% |
One Months | 7.96% |
Three Months | 8.41% |
Six Months | 7.96% |
Nine Months | 7.20% |
One Year | 5.89% |
Three Years | 3.06% |
Five Years | 3.19% |
Ten Years | 2.53% |
YTD | 8.21% |
Since Inception | 2.46% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.10% |
One Month | 0.67% |
Three Months | 2.04% |
Six Months | 3.87% |
Nine Months | 5.38% |
One Year | 5.89% |
Three Years | 9.47% |
Five Years | 16.94% |
Ten Years | 28.26% |
YTD | 2.53% |
Since Inception | 28.91% |
Yearly Returns
2024 | 2.53% |
---|---|
2023 | 5.63% |
2022 | -2.77% |
2021 | 5.40% |
2020 | 2.75% |
2019 | 5.62% |
2018 | 2.77% |
2017 | 1.71% |
2016 | 3.62% |
2015 | 0.45% |
Risk against SP-DA
Alpha | -0.43% |
---|---|
Beta | 0.05 |
Correlation | 45.99% |
Downside Deviation | 0.21% |
Coefficient of determination | 21.16% |
Standard Deviation | 0.34% |
Sharpe Ratio | -17.13 |
Sortino | -96.17 |
Treynor | 11.25 |
Ulcer Index | 0.12 |
Ulcer Performance Index | -167.43 |