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DFCMX: DFA Calfrna Shrt Trm Mncpl Bnd Prtfl (MUTUAL FUND)
Basic Info 10.22 0(0.0%) July 02
| Asset Class: | Muni Single State Short |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 05/07/2007 |
| Last Dividend Date: | 04/29/2025 |
| 12-Mo. Yield | 2.50% |
| Expenses | 0.18% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/07/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.1 | 2.7 | 2.8 | 1.5 | 1.3 | 1.2 | 1.2 | 2.8 | 3.7 | -0.2 | -0.1 | 0.7 | 1.6 | 1.2 | 1.1 | 0.1 | 1.0 | 0.8 | 0.7 | 0.9 | 2.7 | 0.9 | 1.8 | 0.9 | 0.4 |
| Sharpe Ratio | NA | -0.68 | -0.59 | -0.62 | -0.65 | -0.16 | NA | 0.27 | -5.25 | -0.65 | -1.32 | -0.19 | 0.36 | 0.26 | -0.25 | 0.6 | -0.12 | 1.17 | 1.06 | 0.88 | 1.52 | 3.27 | 0.82 | 1.19 | -0.02 | -1.87 |
| Draw Down(%) | NA | 0.6 | 0.6 | 1.6 | 1.8 | 1.9 | NA | 2.4 | 0.2 | 0.6 | 1.6 | 0.3 | 1.9 | 0.4 | 0.3 | 0.8 | 1.8 | 0.9 | 0.5 | 0.5 | 0.3 | 0.7 | 1.4 | 1.3 | 2.4 | 0.6 |
| Standard Deviation(%) | NA | 1.0 | 0.9 | 0.9 | 0.9 | 0.9 | NA | 1.0 | 0.7 | 0.9 | 1.2 | 0.6 | 1.2 | 0.7 | 0.6 | 0.7 | 1.0 | 0.9 | 0.7 | 0.7 | 0.6 | 0.8 | 1.0 | 1.4 | 1.5 | 1.2 |
| Treynor Ratio | NA | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.23 | -0.02 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.04 | 0.06 | 0.02 | 0.02 | 0.0 | -0.16 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -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 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.4 | 0.3 | 0.35 | 0.39 | 0.45 | NA | 0.44 | 0.16 | 0.38 | 0.71 | 0.48 | 0.55 | 0.14 | 0.14 | 0.42 | 0.91 | 0.54 | 0.35 | 0.31 | 0.25 | 0.42 | 0.54 | 0.69 | 0.47 | 0.13 |
| RSquared | NA | 0.36 | 0.23 | 0.21 | 0.21 | 0.26 | NA | 0.17 | 0.07 | 0.22 | 0.39 | 0.1 | 0.71 | 0.02 | 0.02 | 0.09 | 0.24 | 0.07 | 0.03 | 0.05 | 0.04 | 0.07 | 0.09 | 0.16 | 0.17 | 0.02 |
| Yield(%) | N/A | 0.8 | 2.3 | 2.0 | 1.3 | 1.2 | 1.2 | N/A | 2.6 | 1.9 | 0.7 | 0.4 | 0.9 | 1.2 | 1.0 | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | 1.3 | 1.7 | 1.5 | 0.0 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -67.8 | 0.0 | 199.6 | 33.0 | N/A | N/A | N/A | 39.1 | 170.4 | 91.9 | -58.4 | -26.4 | 22.4 | 9.8 | 0.0 | 5.9 | 2.4 | -4.6 | -36.5 | -20.8 | 10.2 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/2007
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View Historical Data in an advanced chart |
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See Muni Single State Short Asset Class Trend Rankings |
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