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DFSHX: DFA Selectively Hedged Global Fxed Inc P (MUTUAL FUND)
Basic Info 9.36 0.02(0.21%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 03/07/2008 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 4.19% |
| Expenses | 0.16% |
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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 | Since 03/07/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 1.3 | 4.0 | 5.1 | 1.9 | 2.2 | 1.3 | 1.5 | 0.4 | 5.7 | 5.5 | -6.2 | -0.8 | 2.3 | 4.8 | 1.8 | 2.6 | 3.2 | -3.2 | -1.6 | -1.1 | 4.2 | 0.8 | 4.8 | 10.1 | -10.4 |
| Sharpe Ratio | NA | 0.88 | 1.23 | 1.89 | -0.27 | 0.31 | NA | 0.14 | -0.57 | 2.9 | 1.03 | -2.29 | -0.6 | 1.45 | 3.29 | 0.4 | 0.95 | 0.77 | -0.71 | -0.49 | -0.28 | 1.21 | 0.14 | 1.14 | 1.35 | -1.36 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.3 | 9.6 | 9.6 | NA | 16.7 | 4.3 | 0.1 | 1.4 | 8.3 | 1.8 | 3.1 | 0.3 | 0.4 | 1.3 | 2.7 | 5.2 | 4.7 | 5.2 | 3.6 | 5.3 | 2.9 | 5.6 | 16.7 |
| Standard Deviation(%) | NA | 2.0 | 1.5 | 1.1 | 2.0 | 2.0 | NA | 4.0 | 4.3 | 0.7 | 1.9 | 3.4 | 1.4 | 1.4 | 1.0 | 1.1 | 2.1 | 3.9 | 4.5 | 3.3 | 4.1 | 3.5 | 5.7 | 4.1 | 7.4 | 9.8 |
| Treynor Ratio | NA | 0.05 | 0.06 | 0.17 | -0.02 | 0.03 | NA | 0.02 | 0.0 | 0.19 | 0.14 | -0.32 | -0.05 | 0.21 | 0.44 | 0.21 | 0.09 | 0.11 | -0.08 | -0.04 | -0.03 | 0.11 | 0.01 | 0.16 | 0.19 | -0.25 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.02 | -0.04 |
| Beta | NA | 0.36 | 0.29 | 0.12 | 0.26 | 0.25 | NA | 0.25 | NA | 0.11 | 0.14 | 0.24 | 0.16 | 0.1 | 0.08 | 0.02 | 0.22 | 0.27 | 0.41 | 0.43 | 0.39 | 0.4 | 0.55 | 0.29 | 0.52 | 0.52 |
| RSquared | NA | 0.6 | 0.45 | 0.2 | 0.4 | 0.25 | NA | 0.04 | 0.0 | 0.01 | 0.41 | 0.54 | 0.32 | 0.35 | 0.13 | 0.01 | 0.5 | 0.32 | 0.56 | 0.56 | 0.49 | 0.43 | 0.55 | 0.46 | 0.64 | 0.5 |
| Yield(%) | N/A | 0.0 | 4.2 | 4.2 | 2.7 | 2.3 | 2.0 | N/A | 4.3 | 4.5 | 4.0 | 0.0 | 1.7 | 0.0 | 2.6 | 3.2 | 1.8 | 1.7 | 1.1 | 1.5 | 1.3 | 2.5 | 3.5 | 1.4 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -4.8 | 559.7 | 53.8 | N/A | N/A | N/A | -4.8 | 16.3 | 8775.0 | -97.6 | 5533.3 | -98.8 | -20.5 | 82.6 | 7.8 | 49.5 | -32.7 | 11.7 | -46.3 | -28.6 | 147.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2008
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See WORLD BOND Asset Class Trend Rankings |
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