DFA Fixed Income Folio

 

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Annualized
YTD
2013 (MAR)
1 Yr
2012
3 Yrs
2010-2012
5 Yrs
2008-2012
10 Yrs
2003-2012
15 Yrs
1998-2012
20 Yrs
1993-2012
DFA Fixed Income Folio
0.21%
2.08%
2.51%
3.01%
3.04%
4.10%
4.82%
Benchmark Index
0.19%
1.44%
2.15%
3.00%
3.21%
4.30%
4.85%
Annual
DFA Fixed
Income Folio
Benchmark
Index
1993
9.89%
7.22%
1994
-0.81%
-0.43%
1995
12.92%
12.78%
1996
6.92%
6.27%
1997
6.64%
7.14%
1998
6.49%
7.95%
1999
4.17%
2.98%
2000
6.65%
8.43%
2001
6.21%
7.41%
2002
7.81%
5.95%
2003
2.32%
1.97%
2004
1.83%
1.94%
2005
1.68%
2.30%
2006
4.41%
3.96%
2007
5.16%
7.05%
2008
5.12%
7.24%
2009
2.41%
1.41%
2010
3.16%
2.57%
2011
2.31%
2.45%
2012
2.08%
1.44%
Benchmark Index
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
25.00%
Citi Group World Bond 1-3 Year Index
25.00%
Barclays Capital T-Bond 1-5 Year Index
25.00%
Citi Group World Bond 1-5 Year Index
25.00%

 

DFA Fixed
Income Folio
Benchmark
Index
Mean Return
4.87%
4.90%
Median Return
4.77%
4.96%
Worst Return
‐0.81%
‐0.43%
Best Return
12.92%
12.78%
Negative Returns
1
1