Find A Portfolio/Ticker
Comparison Box
DFFGX: DFA SHORT-TERM GOVERNMENT PORTFOLIO DFA SHORT-TERM GOVERNMENT PORTFOLIO - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.97 0(0.0%) May 01
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (65%) |
Start Date: | 12/30/1987 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.54% |
Expenses | 0.17% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 1.8 | 5.3 | 0.5 | 0.5 | 0.8 | 1.3 | 2.0 | 3.1 | 5.0 | -4.4 | -1.3 | 0.4 | 2.5 | 1.2 | 0.5 | 1.0 | 1.0 | 1.3 | -0.4 | 1.6 | 3.4 | 4.4 | 1.5 | 8.4 | 5.0 | 4.5 | 0.8 | 2.7 | 2.7 | 10.0 | 7.0 | 6.8 | 3.8 | 5.4 | 6.4 | 6.6 | 9.5 | -3.2 | 6.7 | 3.3 | 9.4 | 10.9 | 9.4 | 6.3 | 0.8 |
Sharpe Ratio | NA | 2.85 | 2.26 | -1.09 | -0.79 | -0.17 | NA | NA | 0.66 | 0.93 | -2.54 | -0.83 | 0.43 | 1.59 | -0.1 | -0.08 | 0.39 | 0.52 | 0.91 | -0.31 | 1.26 | 1.72 | 1.99 | 0.41 | 1.34 | 3.22 | 1.81 | -0.58 | 0.44 | 0.42 | 2.02 | 1.35 | 2.63 | 0.49 | 3.04 | 1.72 | 1.33 | 3.6 | -1.56 | 1.37 | 0.17 | 1.03 | 2.43 | 3.4 | 0.38 | NA |
Draw Down(%) | NA | 0.0 | 0.0 | 6.5 | 6.5 | 6.5 | NA | NA | 7.3 | 0.1 | 5.2 | 1.6 | 0.1 | 0.4 | 1.1 | 1.2 | 2.0 | 1.1 | 0.6 | 1.8 | 0.7 | 1.1 | 1.9 | 1.7 | 5.0 | 0.0 | 0.1 | 1.9 | 5.2 | 5.3 | 2.1 | 3.6 | 0.5 | 0.5 | 0.1 | 1.0 | 1.0 | 0.8 | 5.8 | 3.3 | 6.0 | 4.7 | 1.4 | 0.3 | 1.7 | 0.0 |
Standard Deviation(%) | NA | 0.7 | 0.6 | 1.6 | 1.3 | 1.5 | NA | NA | 2.8 | 0.8 | 2.3 | 1.6 | 0.4 | 0.7 | 1.4 | 1.4 | 2.0 | 1.9 | 1.4 | 1.5 | 1.2 | 2.0 | 2.2 | 3.3 | 5.5 | 0.6 | 0.7 | 2.4 | 4.1 | 4.8 | 4.4 | 3.5 | 1.0 | 1.1 | 0.7 | 1.7 | 2.3 | 1.6 | 4.0 | 3.3 | 5.3 | 5.5 | 2.3 | 1.1 | 4.3 | 0.0 |
Treynor Ratio | NA | 0.48 | 0.46 | -0.06 | -0.04 | -0.01 | NA | NA | 0.03 | 0.08 | -0.1 | -0.01 | 0.08 | 0.11 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.03 | 0.04 | 0.01 | 0.05 | 40.24 | 0.25 | -0.01 | 0.01 | 0.01 | 0.07 | 0.07 | 0.18 | 0.02 | 5.77 | 0.07 | 0.06 | 0.18 | -0.06 | 0.05 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 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 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.02 | NA | NA | NA | NA |
Beta | NA | 0.04 | 0.03 | 0.3 | 0.27 | 0.4 | NA | NA | 0.69 | 0.09 | 0.61 | 1.05 | 0.02 | 0.11 | 0.77 | 0.91 | 0.96 | 1.03 | 0.72 | 1.0 | 0.74 | 1.08 | 1.05 | 1.25 | 1.39 | 0.0 | 0.05 | 0.98 | 1.69 | 1.76 | 1.2 | 0.73 | 0.15 | 0.26 | 0.0 | 0.4 | 0.48 | 0.31 | 1.1 | 0.9 | 1.03 | 0.57 | NA | NA | NA | NA |
RSquared | NA | 0.03 | 0.02 | 0.28 | 0.23 | 0.27 | NA | NA | 0.28 | 0.16 | 0.6 | 0.51 | 0.01 | 0.07 | 0.48 | 0.45 | 0.39 | 0.64 | 0.34 | 0.43 | 0.28 | 0.61 | 0.64 | 0.74 | 0.68 | 0.0 | 0.02 | 0.46 | 0.72 | 0.73 | 0.57 | 0.44 | 0.13 | 0.31 | 0.0 | 0.31 | 0.4 | 0.34 | 0.58 | 0.32 | 0.31 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.1 | 4.3 | 2.2 | 1.6 | 1.5 | 1.8 | 2.3 | N/A | 3.8 | 1.8 | 0.2 | 0.3 | 1.7 | 1.5 | 1.2 | 1.3 | 1.2 | 0.9 | 0.9 | 1.8 | 3.3 | 3.6 | 3.3 | 2.6 | 4.8 | 4.5 | 3.3 | 3.2 | 6.5 | 2.4 | 4.7 | 5.9 | 4.9 | 5.3 | 5.9 | 6.6 | 6.1 | 4.7 | 4.4 | 5.3 | 7.6 | 7.7 | 8.5 | 6.2 | 4.2 |
Dividend Growth(%) | N/A | -70.3 | 82.6 | 102.9 | 24.6 | -53.3 | N/A | N/A | N/A | 94.7 | 850.0 | -33.3 | -83.3 | 12.5 | 23.1 | -7.1 | 7.7 | 30.0 | 0.0 | -47.4 | -47.2 | -7.7 | 8.3 | 33.3 | -44.9 | 6.5 | 31.4 | 2.9 | -52.1 | 195.8 | -48.9 | -20.3 | 20.4 | -7.5 | -10.2 | -10.6 | 11.9 | 20.4 | 6.5 | -17.9 | -29.1 | 2.6 | -9.4 | 37.1 | 44.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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 GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) 0.10% (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) 0.10% (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) 0.11% (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) 0.10% (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) 0.10% (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) 0.10% (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) 0.11% (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) 0.09% (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) 0.21% (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) 0.22% (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.12% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.39% (96%)
- VGSH (Vanguard Short-Term Treasury Index Fund ETF Shares) 0.17% (21%)
- SCHO (Schwab Short-Term U.S. Treasury ETF) 0.21% (17%)