Fact sheet: Dimensional One Year Fxd Inc Pfl

Fund information

Fund name
Dimensional One Year Fixed Income Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund manager(s)
Fund objective
To achieve a stable real return in excess of the rate of inflation with a minimum of risk.
Benchmark
-
Investment style
None
Investment method
Short Dated Bonds

Quick stats

1 Year return

0.96 %

1 Year rank in sector

16/58

Sector

FO Currency - US Dollar

Yield
-
Fund size
-
FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.01 %0.4 %0.96 %2 %2.67 %
Sector0.04 %0.25 %0.43 %0.86 %0.8 %
Rank within sector46 / 5926 / 5916 / 587 / 535 / 47
Quartile th4 th2 nd2 nd1 st1 st

Calendar performance

YTD-20172016201520142013
Fund0.9 %0.84 %0.31 %0.26 %0.31 %
Sector0.38 %0.4 %0.08 %-0 %-0.09 %
Rank within sector16 / 587 / 555 / 532 / 493 / 47
Quartile th2 nd1 st1 st1 st1 st

Risk statistics

Alpha0.85
Beta-0.66
Sharpe-0
Volatility0.35
Tracking error0.38
Information ratio1.01
R-Squared0.03

Price movement

52 week high10.31
52 week low10.27
Current bid price0
Current offer price0
Current mid price10.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-