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DFCFX: LWAS/DFA Two-Year Fixed Income Portfolio (MUTUAL FUND)
Basic Info 9.57 0(0.0%) May 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 03/30/2023 |
| 12-Mo. Yield | 1.78% |
| Expenses | 0.21% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 1.7 | 1.4 | -12.8 | -7.0 | -3.3 | -1.9 | 0.2 | -2.4 | -33.1 | 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 |
| SR | NA | -0.33 | -0.98 | -0.51 | -0.38 | -0.27 | NA | -0.13 | -1.9 | -0.7 | 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 |
| DD(%) | NA | 0.3 | 1.7 | 37.7 | 37.7 | 37.7 | NA | 37.7 | 3.8 | 37.7 | 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 |
| SD(%) | NA | 1.4 | 1.8 | 27.4 | 21.2 | 15.0 | NA | 9.3 | 2.0 | 47.5 | 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 |
| TR | NA | -0.02 | -0.06 | -0.92 | -0.64 | -0.26 | NA | -0.07 | -0.09 | 0.17 | 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 | 0.0 | -0.01 | -0.05 | -0.03 | -0.01 | NA | 0.0 | -0.01 | -0.13 | 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 | 0.21 | 0.3 | 0.15 | 0.13 | 0.15 | NA | 0.18 | 0.41 | -2.0 | 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 |
| RS | NA | 0.4 | 0.47 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.59 | 0.01 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/1996
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