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Dfa Two-year Global Fixed Income Portfolio: (MF: DFGFX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$10.03 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 3.63 46
3 months 1.33 99
6 months 2.68 92
1 Year 5.55 90
3 Year 1.78 6
5 Year 1.38 30
10 Year 1.34 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 14.33
Bear Market (10/07 - 2/09) 4.90
Bull Market (2/09 - 3/21) 21.64

Load Adjusted Returns as of Aug 31, 2024

1 Year 5.56
5 Year 1.30
10 Year 1.24
Since Inception 2.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.34 1.34 NA NA
2023 1.26 0.83 1.38 1.38
2022 -2.02 -0.62 -0.72 0.74
2021 0.10 0.00 -0.10 -0.37
2020 0.30 0.40 0.10 0.07
2019 0.98 0.74 0.58 0.52

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.634.94-2.61-0.370.872.871.910.930.950.320.35
% Total Return Rel to Index 2.57-0.2615.656.60-9.22-3.031.95-5.021.125.940.37
% Total Return Rel to Peer -0.10-3.9110.933.06-5.52-7.366.10-8.00-5.625.490.22
% Perf Quintile vs Peer* 0.005.001.001.005.005.001.005.005.001.003.00
% Dividends 0.020.300.110.020.050.220.210.150.080.000.13
% Yield 0.203.221.100.220.542.112.081.450.800.021.29
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.01
Expense Ratio 0.170.170.160.170.170.180.170.170.170.180.17

* 1 = Top 20%, 5 = Bottom 20%