Find A Portfolio/Ticker
Comparison Box
DFCFX: LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (MUTUAL FUND)
Basic Info 9.67 0(0.0%) May 01
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (98%) |
Start Date: | 07/01/1996 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.44% |
Expenses | 0.21% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/02/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 1.8 | 5.3 | 3.5 | 2.6 | 1.8 | 1.4 | 1.1 | 2.0 | 4.9 | -3.3 | 7.4 | 0.6 | 2.7 | 1.8 | 0.9 | 0.9 | 0.3 | 0.3 | 0.4 | 0.7 | 0.8 | 1.5 | 0.6 | 0.8 | 0.1 | 0.9 | -0.8 | -1.4 | -1.5 | 5.6 | 5.9 | 6.7 | 4.2 | 5.7 | 5.9 | 3.4 |
Sharpe Ratio | NA | 2.77 | 1.9 | 0.27 | 0.27 | 0.28 | NA | NA | 0.28 | 0.66 | -2.46 | 0.97 | 1.14 | 1.88 | 0.62 | 0.38 | 0.82 | 0.3 | 0.37 | 0.56 | 0.95 | 0.83 | 1.35 | 0.37 | -0.05 | -1.11 | -1.1 | -1.69 | -1.41 | -0.71 | 2.74 | 2.43 | 2.95 | 1.15 | 3.5 | 2.25 | 2.97 |
Draw Down(%) | NA | 0.0 | 0.1 | 4.3 | 4.3 | 4.3 | NA | NA | 5.3 | 0.3 | 4.2 | 0.5 | 0.1 | 0.2 | 0.3 | 0.3 | 0.5 | 0.5 | 0.3 | 0.2 | 0.3 | 0.3 | 0.5 | 0.9 | 1.6 | 1.6 | 1.6 | 1.5 | 2.2 | 3.2 | 0.8 | 1.1 | 0.3 | 0.3 | 0.1 | 0.3 | 0.3 |
Standard Deviation(%) | NA | 0.7 | 0.7 | 4.6 | 3.6 | 2.6 | NA | NA | 2.0 | 1.0 | 1.9 | 7.6 | 0.3 | 0.7 | 0.7 | 0.7 | 0.8 | 1.0 | 0.7 | 0.6 | 0.7 | 1.0 | 1.0 | 1.4 | 2.1 | 2.6 | 2.1 | 1.8 | 1.7 | 3.1 | 1.6 | 1.5 | 0.9 | 0.9 | 0.7 | 1.1 | 1.1 |
Treynor Ratio | NA | 1.04 | 0.56 | 0.05 | 0.06 | 0.04 | NA | NA | 0.03 | 0.06 | -0.11 | -0.35 | 0.19 | 0.13 | 0.03 | 0.01 | 0.03 | 0.01 | 0.01 | 0.03 | 0.09 | 0.03 | 0.05 | 0.02 | -0.01 | 1.21 | -0.7 | -0.1 | -0.06 | -0.06 | 0.13 | 0.18 | 0.31 | 0.07 | -1.08 | 0.13 | 0.15 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.02 | 0.02 | 0.23 | 0.17 | 0.19 | NA | NA | 0.19 | 0.11 | 0.43 | -0.21 | 0.02 | 0.1 | 0.17 | 0.29 | 0.26 | 0.32 | 0.24 | 0.1 | 0.08 | 0.3 | 0.31 | 0.22 | 0.15 | -0.02 | 0.03 | 0.31 | 0.42 | 0.4 | 0.35 | 0.2 | 0.08 | 0.14 | -0.02 | 0.18 | 0.23 |
RSquared | NA | 0.01 | 0.01 | 0.02 | 0.02 | 0.03 | NA | NA | 0.05 | 0.16 | 0.69 | 0.0 | 0.03 | 0.06 | 0.09 | 0.25 | 0.25 | 0.29 | 0.21 | 0.05 | 0.02 | 0.24 | 0.34 | 0.2 | 0.08 | 0.0 | 0.0 | 0.08 | 0.26 | 0.08 | 0.35 | 0.19 | 0.06 | 0.17 | 0.01 | 0.18 | 0.29 |
Yield(%) | N/A | 1.0 | 4.0 | 4.3 | 3.0 | 2.1 | 1.6 | 1.2 | N/A | 3.5 | 1.3 | 7.2 | 0.6 | 2.3 | 1.9 | 1.2 | 0.9 | 0.6 | 0.3 | 0.4 | 0.9 | 1.1 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 5.4 | 4.6 | 5.9 | 5.1 | 5.6 | 5.9 | 3.3 |
Dividend Growth(%) | N/A | -69.7 | 123.5 | 184.4 | 181.5 | 524.2 | N/A | N/A | N/A | 153.8 | -81.9 | 1100.0 | -73.9 | 21.1 | 58.3 | 33.3 | 50.0 | 100.0 | -25.0 | -55.6 | -18.2 | 22.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -94.5 | 19.6 | -22.0 | 15.7 | -8.9 | -5.1 | 78.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) 0.12% (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) 0.20% (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.10% (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.10% (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) 0.0% (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) 0.0% (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 0.09% (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) 0.20% (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) 0.12% (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) 0.35% (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond Index Fund ETF Shares) 0.12% (99%)
- VCSH (Vanguard Short-Term Corporate Bond Index Fund ETF Shares) 0.14% (36%)
- FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 0.49% (33%)
- ISTB (iShares Core 1-5 Year USD Bond) 0.15% (3%)