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 objective
To achieve a stable real return in excess of the rate of inflation with a minimum of risk.
Benchmark
-
Investment style
-
Investment method
None

Quick stats

1 Year return

0.82 %

1 Year rank in sector

12/57

Sector

FO Currency - US Dollar

Yield
-
Fund size
-
FE Risk score

81

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.2 %0.6 %0.82 %1.89 %2.63 %
Sector-0 %0.16 %0.4 %0.65 %0.75 %
Rank within sector2 / 595 / 5812 / 576 / 523 / 47
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund0.7 %0.84 %0.31 %0.26 %0.31 %
Sector0.18 %0.4 %0.08 %-0 %-0.09 %
Rank within sector5 / 586 / 554 / 532 / 494 / 47
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha0.75
Beta-0.69
Sharpe-0
Volatility0.35
Tracking error0.38
Information ratio1.04
R-Squared0.03

Price movement

52 week high10.32
52 week low10.27
Current bid price0
Current offer price0
Current mid price10.31

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-