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DFYGX: LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (MUTUAL FUND)
Basic Info 9.55 0.01(0.10%) April 26
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (67%) |
Start Date: | 07/01/1996 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.05% |
Expenses | 0.17% |
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Performance Analytics (As of 04/26/2024)
Last 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 | 5.4 | 6.7 | 4.3 | 2.5 | 1.8 | 1.4 | 2.3 | 5.0 | -3.0 | 17.1 | 0.4 | 2.2 | 1.4 | 0.3 | 0.8 | 0.1 | 0.3 | 0.2 | 0.4 | 1.0 | 1.6 | -1.4 | 2.7 | 0.3 | 0.9 | -0.8 | -1.2 | -1.9 | 5.2 | 7.3 | 6.8 | 3.9 | 5.4 | 6.2 | 3.3 |
Sharpe Ratio | NA | 2.58 | 2.28 | 0.46 | 0.37 | 0.27 | NA | NA | 0.24 | 0.95 | -2.32 | 1.05 | 0.47 | 1.53 | 0.12 | -0.41 | 0.66 | 0.07 | 0.39 | 0.18 | 0.61 | 0.92 | 1.3 | -0.62 | 0.56 | -1.19 | -1.14 | -1.69 | -1.22 | -0.7 | 2.21 | 2.53 | 2.69 | 0.62 | 3.23 | 2.18 | 2.2 |
Draw Down(%) | NA | 0.1 | 0.1 | 4.0 | 4.0 | 4.0 | NA | NA | 5.7 | 0.1 | 3.9 | 0.5 | 0.1 | 0.1 | 0.3 | 0.5 | 0.5 | 0.8 | 0.5 | 0.2 | 0.3 | 0.5 | 0.5 | 2.3 | 1.6 | 1.3 | 1.5 | 1.4 | 2.1 | 3.8 | 0.9 | 1.1 | 0.4 | 0.4 | 0.1 | 0.4 | 0.3 |
Standard Deviation(%) | NA | 0.7 | 0.7 | 9.5 | 7.4 | 5.3 | NA | NA | 3.5 | 0.8 | 1.9 | 16.4 | 0.3 | 0.5 | 0.9 | 0.8 | 0.9 | 1.1 | 0.8 | 0.7 | 0.6 | 1.0 | 1.1 | 2.4 | 3.1 | 2.3 | 2.1 | 1.8 | 1.8 | 3.7 | 1.9 | 2.0 | 1.0 | 1.1 | 0.7 | 1.2 | 1.4 |
Treynor Ratio | NA | 1.48 | 1.34 | 0.19 | 0.14 | 0.06 | NA | NA | 0.03 | 0.09 | -0.09 | 0.61 | 0.09 | 0.29 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.02 | 0.03 | -0.03 | 0.04 | 6.12 | -1.1 | -0.12 | -0.04 | -0.05 | 0.08 | 0.14 | 0.18 | 0.03 | 0.76 | 0.09 | 0.09 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 0.07 | 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 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.01 | 0.01 | 0.23 | 0.19 | 0.24 | NA | NA | 0.29 | 0.08 | 0.5 | 0.28 | 0.02 | 0.03 | 0.3 | 0.37 | 0.43 | 0.51 | 0.36 | 0.27 | 0.14 | 0.42 | 0.43 | 0.47 | 0.47 | 0.0 | 0.02 | 0.24 | 0.5 | 0.55 | 0.51 | 0.35 | 0.15 | 0.23 | 0.03 | 0.28 | 0.36 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | 0.03 | 0.13 | 0.58 | 0.0 | 0.01 | 0.01 | 0.17 | 0.2 | 0.41 | 0.46 | 0.27 | 0.17 | 0.04 | 0.34 | 0.39 | 0.2 | 0.25 | 0.0 | 0.0 | 0.05 | 0.34 | 0.13 | 0.58 | 0.32 | 0.13 | 0.26 | 0.01 | 0.28 | 0.41 |
Yield(%) | N/A | 1.2 | 3.8 | 6.7 | 4.4 | 2.6 | 1.9 | 1.5 | N/A | 3.1 | 1.1 | 14.9 | 0.2 | 1.8 | 1.8 | 0.9 | 0.5 | 0.6 | 0.4 | 0.2 | 0.7 | 0.8 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 6.4 | 5.1 | 6.0 | 4.8 | 5.5 | 5.4 | 3.6 |
Dividend Growth(%) | N/A | -62.1 | 157.1 | 447.2 | 363.0 | 709.4 | N/A | N/A | N/A | 163.6 | -92.5 | 7200.0 | -88.9 | 0.0 | 100.0 | 80.0 | -16.7 | 50.0 | 100.0 | -71.4 | -12.5 | -46.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.9 | 27.5 | -15.0 | 25.0 | -12.7 | 1.9 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/1996
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