DFA Short Term Municipal Bond Portfolio

Class Inst (DFSMX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 0.68
Mean 0.07
Sharpe Ratio 1.15
Bear Market Decile Rank 75

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Barclays Municipal TR USD
Best Fit Index
Barclays Municipal 3 Yr 2-4 TR USD
R-Squared 38.33 81.97
Beta 0.11 0.64
Alpha 0.22 -0.34