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DFGBX: DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO - INSTITUTIO (MUTUAL FUND)
Basic Info 10.1 0(0.0%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/10/1990 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 4.01% |
| Expenses | 0.20% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/10/1990 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.6 | 3.0 | 4.4 | 1.3 | 1.6 | 1.9 | 2.6 | 3.9 | 4.3 | 5.4 | 5.0 | -6.6 | -1.0 | 1.5 | 4.0 | 1.7 | 2.0 | 1.8 | 1.4 | 2.9 | -0.4 | 4.8 | 4.5 | 5.3 | 4.2 | 4.0 | 5.2 | 3.9 | 1.7 | 2.4 | -3.9 | 6.9 | 5.9 | 6.7 | 3.7 | 8.4 | 8.3 | 10.8 | 16.0 | -4.4 | 9.3 | 3.7 | 9.9 | 0.7 |
| Sharpe Ratio | NA | -0.27 | 0.45 | 1.3 | -0.63 | -0.02 | NA | NA | 0.79 | 1.88 | 2.73 | 1.23 | -2.66 | -0.58 | 1.69 | 2.53 | 0.24 | 0.79 | 0.5 | 0.56 | 1.34 | -0.22 | 2.91 | 1.58 | 1.81 | 1.63 | 1.18 | 2.73 | 0.43 | -0.25 | 0.4 | -0.7 | 1.3 | 1.75 | 1.8 | 0.29 | 4.32 | 2.35 | 2.9 | 6.51 | -2.66 | 2.43 | 0.28 | 1.77 | 5.57 |
| Draw Down(%) | NA | 1.7 | 1.7 | 1.7 | 9.6 | 9.6 | NA | NA | 9.9 | 0.3 | 0.0 | 0.6 | 7.6 | 2.7 | 1.0 | 0.4 | 0.9 | 0.9 | 2.6 | 1.4 | 1.1 | 2.8 | 0.5 | 1.9 | 3.3 | 1.5 | 2.0 | 0.1 | 0.5 | 1.8 | 4.8 | 8.3 | 2.7 | 2.2 | 0.7 | 0.8 | 0.2 | 1.2 | 1.5 | 0.7 | 7.7 | 2.4 | 4.8 | 2.7 | 0.0 |
| Standard Deviation(%) | NA | 2.0 | 1.4 | 1.0 | 1.8 | 1.7 | NA | NA | 2.6 | 0.8 | 0.6 | 1.1 | 3.0 | 1.8 | 0.7 | 1.0 | 1.2 | 1.7 | 3.1 | 2.5 | 2.1 | 2.0 | 1.6 | 2.8 | 2.9 | 2.5 | 2.6 | 0.8 | 1.1 | 2.1 | 3.7 | 6.6 | 4.4 | 2.0 | 1.3 | 1.2 | 1.1 | 2.0 | 2.5 | 1.8 | 2.8 | 2.9 | 4.4 | 3.4 | 1.4 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.16 | -0.05 | 0.0 | NA | NA | 0.09 | 0.2 | 4.11 | 0.13 | -0.25 | -0.03 | 0.17 | 0.12 | 0.01 | 0.03 | 0.04 | 0.04 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.33 | 0.28 | 0.08 | 0.22 | 0.21 | NA | NA | 0.24 | 0.07 | 0.0 | 0.11 | 0.33 | 0.32 | 0.08 | 0.21 | 0.31 | 0.4 | 0.41 | 0.36 | 0.59 | 0.35 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.53 | 0.43 | 0.11 | 0.33 | 0.25 | NA | NA | 0.05 | 0.09 | 0.0 | 0.31 | 0.54 | 0.32 | 0.21 | 0.32 | 0.24 | 0.32 | 0.17 | 0.26 | 0.38 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.0 | 4.1 | 2.7 | 2.4 | 2.4 | 2.8 | N/A | 4.1 | 4.7 | 3.7 | 1.5 | 0.7 | 0.0 | 2.3 | 4.6 | 2.0 | 2.1 | 1.7 | 2.0 | 2.4 | 2.6 | 4.2 | 6.6 | 3.6 | 1.7 | 3.5 | 0.8 | 4.8 | 1.8 | 0.0 | 0.5 | 4.7 | 7.1 | 5.9 | 5.0 | 11.2 | 9.9 | 9.5 | 3.5 | 4.8 | 4.6 | 6.8 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | -13.0 | 414.1 | 28.7 | -18.1 | -40.6 | N/A | N/A | -13.0 | 30.6 | 125.0 | 105.1 | 2500.0 | -98.8 | -50.6 | 133.7 | -4.9 | 19.7 | -14.5 | -17.3 | -5.7 | -38.8 | -37.2 | 89.2 | 118.0 | -51.5 | 376.6 | -84.9 | 166.1 | N/A | -100.0 | -88.3 | -35.0 | 18.4 | 21.6 | -56.6 | 12.8 | 11.7 | 150.3 | -24.6 | 4.5 | -30.8 | 362.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/10/1990
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