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DFA Two-Year Fixed Income Portfolio

Ranked 112 out of 211 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to maximize total returns consistent with the preservation of capital. The Fund expects to pursue its goal by acquiring high quality obligations which mature within two years from the date of settlement.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 0.4%
2017 0.9% 0.3% 0.4% 0.3% -0.1%
2016 0.9% 0.7% 0.4% -0.1% -0.1%
2015 0.3% 0.4% 0.0% 0.2% -0.3%
2014 0.3% 0.1% 0.0% 0.0% 0.1%
2013 0.2% 0.0% 0.0% 0.2% 0.0%
2012 0.9% 0.4% 0.2% 0.3% 0.1%
2011 0.8% 0.1% 0.6% 0.1% 0.0%
2010 1.8% 0.5% 0.7% 0.6% 0.0%
2009 2.2% 0.4% 1.0% 0.8% 0.1%
2008 3.9% 0.7% 0.5% 0.1% 2.5%
2007 5.0% 1.2% 1.3% 1.3% 1.2%
2006 4.7% 0.9% 1.0% 1.4% 1.3%
2005 1.9% -0.1% 1.0% 0.3% 0.7%
2004 0.4% 0.8% -1.2% 0.9% -0.1%
2003 1.9% 0.8% 0.7% 0.3% 0.2%
2002 5.6% 0.1% 2.4% 2.0% 1.1%
2001 5.9% 1.6% 1.0% 2.2% 0.9%
2000 6.7% 1.2% 1.6% 1.9% 1.8%
1999 4.2% 1.1% 1.0% 1.1% 0.9%
1998 5.7% 1.5% 1.3% 1.4% 1.3%
1997 5.9% 0.8% 2.0% 1.6% 1.4%
1996 1.6% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date07/06/1996
  • Share Class size115Mn
  • Base currencyUSD
  • ISIN US25434D8728

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.15%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).