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DFEQX: DFA Short-Term Extended Quality Ptf (MUTUAL FUND)
Basic Info 10.49 0(0.0%) July 02
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 03/26/2009 |
| Last Dividend Date: | 04/29/2025 |
| 12-Mo. Yield | 4.19% |
| 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 03/26/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 1.9 | 4.6 | 4.4 | 1.6 | 2.0 | 2.0 | 2.3 | 5.5 | 5.4 | -5.0 | -0.3 | 2.2 | 4.5 | 1.4 | 2.0 | 1.9 | 1.2 | 1.7 | 0.4 | 3.6 | 2.9 | 3.4 | 4.8 |
| Sharpe Ratio | NA | 0.61 | 1.69 | 0.58 | -0.23 | 0.32 | NA | 0.8 | -1.73 | 0.6 | -1.98 | -0.29 | 1.73 | 3.56 | 0.04 | 1.1 | 1.01 | 0.63 | 1.15 | 0.26 | 3.06 | 1.54 | 1.38 | 2.21 |
| Draw Down(%) | NA | 0.4 | 0.4 | 3.5 | 8.0 | 8.0 | NA | 8.0 | 0.0 | 1.4 | 7.1 | 1.4 | 2.6 | 0.3 | 0.7 | 0.7 | 1.9 | 0.8 | 0.9 | 1.7 | 0.6 | 1.0 | 1.9 | 1.6 |
| Standard Deviation(%) | NA | 1.0 | 0.8 | 1.8 | 1.9 | 1.6 | NA | 1.7 | 0.6 | 2.0 | 3.3 | 1.2 | 1.2 | 0.9 | 1.1 | 1.2 | 1.7 | 1.8 | 1.4 | 1.4 | 1.2 | 1.9 | 2.4 | 2.8 |
| Treynor Ratio | NA | 0.08 | 0.23 | 0.03 | -0.01 | 0.01 | NA | 0.03 | -0.19 | 0.03 | -0.08 | -0.01 | 0.06 | 0.12 | 0.0 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.07 | 0.04 | 0.04 | 0.08 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.07 | 0.06 | 0.37 | 0.47 | 0.46 | NA | 0.53 | 0.06 | 0.42 | 0.83 | 0.57 | 0.32 | 0.26 | 0.42 | 0.64 | 0.75 | 0.9 | 0.75 | 0.75 | 0.51 | 0.82 | 0.86 | 0.73 |
| RSquared | NA | 0.04 | 0.04 | 0.45 | 0.51 | 0.48 | NA | 0.45 | 0.06 | 0.59 | 0.88 | 0.46 | 0.62 | 0.27 | 0.28 | 0.45 | 0.52 | 0.68 | 0.49 | 0.51 | 0.28 | 0.46 | 0.52 | 0.45 |
| Yield(%) | N/A | 0.8 | 3.6 | 3.4 | 2.2 | 2.1 | 2.1 | N/A | 4.4 | 3.4 | 1.7 | 0.9 | 0.5 | 2.2 | 3.1 | 2.0 | 1.7 | 1.7 | 1.6 | 1.6 | 2.1 | 2.4 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -81.8 | -26.0 | 212.9 | 6.3 | N/A | N/A | N/A | 33.2 | 91.6 | 80.8 | 90.4 | -78.0 | -29.1 | 57.1 | 18.4 | -3.8 | 8.8 | -1.7 | -23.7 | -12.6 | 82.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/2009
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