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DFIHX: DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.24 0.01(0.10%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/07/1986 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 3.99% |
| Expenses | 0.12% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.1 | 3.6 | 4.6 | 2.9 | 2.0 | 1.5 | 1.9 | 3.7 | 4.4 | 5.4 | 5.0 | -1.2 | -0.2 | 0.6 | 2.4 | 1.9 | 0.8 | 0.8 | 0.3 | 0.3 | 0.3 | 0.9 | 0.6 | 1.1 | 1.9 | 4.0 | 5.2 | 4.8 | 2.3 | 0.9 | 1.6 | 5.9 | 5.8 | 6.7 | 4.6 | 5.7 | 6.0 | 5.8 | 8.0 | 2.4 | 4.3 | 3.7 | 8.4 | 9.1 | 9.6 | 7.4 | 6.5 | 7.9 |
| Sharpe Ratio | NA | 0.6 | 1.7 | 2.2 | 0.42 | 0.56 | NA | NA | 1.59 | 2.48 | 2.73 | 1.35 | -2.12 | -0.9 | 1.06 | 1.8 | 0.69 | 0.36 | 0.96 | 0.43 | 0.64 | 0.85 | 1.98 | 0.92 | 1.37 | 1.88 | 2.25 | 3.2 | 2.17 | 0.06 | -0.1 | 0.89 | 2.31 | 2.86 | 3.0 | 1.28 | 2.14 | 2.82 | 2.49 | 4.6 | -0.68 | 2.6 | 0.69 | 5.08 | 4.01 | 4.61 | 2.08 | 1.43 | 2.99 |
| Draw Down(%) | NA | 0.3 | 0.3 | 0.3 | 2.3 | 2.3 | NA | NA | 2.3 | 0.1 | 0.1 | 0.2 | 2.1 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | 0.3 | 0.3 | 0.2 | 0.2 | 0.1 | 0.2 | 0.2 | 0.3 | 1.2 | 0.1 | 0.1 | 0.1 | 0.7 | 0.6 | 0.5 | 0.5 | 0.1 | 0.3 | 0.5 | 0.1 | 0.2 | 0.2 | 0.6 | 0.2 | 1.4 | 0.3 | 0.3 | 0.1 | 0.6 | 0.5 | 0.7 |
| Standard Deviation(%) | NA | 0.8 | 0.7 | 0.7 | 0.9 | 0.7 | NA | NA | 1.0 | 0.6 | 0.7 | 1.0 | 1.2 | 0.2 | 0.3 | 0.5 | 0.7 | 0.5 | 0.6 | 0.7 | 0.4 | 0.4 | 0.4 | 0.6 | 0.7 | 1.0 | 1.4 | 0.6 | 0.6 | 0.7 | 0.9 | 1.0 | 2.0 | 1.2 | 0.8 | 1.0 | 1.0 | 0.8 | 0.8 | 0.9 | 1.1 | 0.8 | 1.7 | 0.9 | 0.9 | 0.8 | 1.2 | 1.6 | 1.2 |
| Treynor Ratio | NA | 0.07 | 0.49 | 1.39 | 0.03 | 0.03 | NA | NA | 0.11 | -1.59 | -5.73 | 0.1 | -0.08 | -0.03 | 0.14 | 0.38 | 0.02 | 0.01 | 0.04 | 0.02 | 0.03 | 0.06 | 0.17 | 0.05 | 0.09 | 0.08 | 0.21 | -2.71 | 0.49 | 0.0 | 0.0 | 0.03 | 0.17 | 0.19 | 0.33 | 0.09 | 0.29 | 0.17 | 0.19 | 0.37 | -0.04 | 0.14 | 0.12 | 0.29 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 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 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.07 | 0.02 | 0.01 | 0.13 | 0.12 | NA | NA | 0.14 | -0.01 | 0.0 | 0.14 | 0.32 | 0.06 | 0.03 | 0.03 | 0.23 | 0.13 | 0.15 | 0.18 | 0.08 | 0.05 | 0.05 | 0.12 | 0.12 | 0.23 | 0.15 | -0.01 | 0.03 | 0.15 | 0.29 | 0.28 | 0.28 | 0.17 | 0.08 | 0.13 | 0.08 | 0.13 | 0.11 | 0.11 | 0.2 | 0.15 | 0.1 | 0.15 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.04 | 0.01 | 0.0 | 0.17 | 0.13 | NA | NA | 0.1 | 0.0 | 0.0 | 0.25 | 0.55 | 0.08 | 0.01 | 0.01 | 0.17 | 0.08 | 0.14 | 0.15 | 0.06 | 0.02 | 0.01 | 0.09 | 0.13 | 0.29 | 0.13 | 0.0 | 0.01 | 0.13 | 0.45 | 0.43 | 0.14 | 0.22 | 0.05 | 0.11 | 0.04 | 0.14 | 0.16 | 0.13 | 0.25 | 0.14 | 0.03 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 5.0 | 3.4 | 1.1 | 0.0 | 0.6 | 2.1 | 1.9 | 1.0 | 0.7 | 0.5 | 0.4 | 0.4 | 0.7 | 0.8 | 0.9 | 1.6 | 3.0 | 5.0 | 4.1 | 3.1 | 1.6 | 2.0 | 5.6 | 4.6 | 6.0 | 5.2 | 5.5 | 5.8 | 5.5 | 6.0 | 4.5 | 4.0 | 4.7 | 6.7 | 8.4 | 8.7 | 7.8 | 7.0 | 7.5 |
| Dividend Growth(%) | N/A | -73.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -15.5 | 48.4 | 214.7 | 27150.0 | -99.4 | -70.7 | 15.0 | 79.2 | 55.9 | 30.8 | 36.8 | -15.6 | -40.8 | -6.2 | -12.9 | -44.0 | -45.0 | -40.3 | 22.2 | 33.1 | 93.2 | -21.5 | -64.0 | 23.1 | -24.2 | 15.9 | -5.2 | -6.4 | 5.9 | -6.5 | 31.9 | 11.0 | -14.9 | -28.6 | -20.1 | -3.3 | 11.3 | 9.5 | -6.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/1984
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