DFA Fixed Income Folio (click here for the printable PDF)
Annualized
YTD
2012 (JAN)
2012 (JAN)
1 Yr
2011
2011
3 Yrs
2009-2011
2009-2011
5 Yrs
2007-2011
2007-2011
10 Yrs
2002-2011
2002-2011
15 Yrs
1997-2011
1997-2011
20 Yrs
1992-2011
1992-2011
DFA Fixed Income Folio
0.49%
2.31%
2.63%
3.62%
3.60%
4.40%
5.00%
Benchmark Index
0.34%
2.45%
2.14%
4.11%
3.66%
4.69%
5.11%
Annual
DFA Fixed
Income Folio
Income Folio
Benchmark
Index
Index
1990
12.26%
9.76%
1991
13.47%
12.34%
1992
5.63%
6.52%
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%
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
Income Folio
Benchmark
Index
Index
Mean Return
5.76%
5.69%
Median Return
5.40%
6.40%
Worst Return
‐0.81%
‐0.43%
Best Return
13.47%
12.78%
Negative Returns
1
1
