Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) | 0.83% | 3.28% | 4.51% | 2.27% | 1.75% | 1.33% | 1.17% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) | 07/01/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 0.10 | 3.28 | 4.51 | 2.27 | 1.75 | 1.33 | 1.17 | … | … | 0.83 | 1.03 | 5.32 | 4.91 | -3.28 | -0.38 | 0.56 | 2.66 | 1.77 | 0.92 | 0.90 | 0.32 | 0.28 | 0.37 | 0.74 | 0.83 | 1.49 | 0.60 | 0.81 | 0.10 | 0.92 | -0.81 | -1.41 | -1.52 | 5.62 | 5.89 | 6.69 | 4.21 | 5.69 | 5.93 | 3.41 |
| Sharpe Ratio | NA | 0.65 | 1.62 | -0.24 | 0.10 | NA | NA | … | … | -0.56 | -0.93 | 2.57 | 1.24 | -2.48 | -0.62 | 1.09 | 1.78 | 0.53 | 0.35 | 0.81 | 0.30 | 0.37 | 0.56 | 0.94 | 0.82 | 1.34 | 0.37 | -0.07 | -1.17 | -1.17 | -1.74 | -1.44 | -0.72 | 2.72 | 2.34 | 2.80 | 0.98 | 3.28 | 2.10 | 2.82 |
| Standard Deviation(%) | NA | 0.95 | 0.77 | 1.16 | 0.94 | NA | NA | … | … | 1.29 | 1.99 | 0.66 | 1.02 | 1.91 | 0.65 | 0.29 | 0.67 | 0.75 | 0.75 | 0.84 | 0.98 | 0.72 | 0.60 | 0.73 | 0.96 | 1.05 | 1.38 | 2.09 | 2.62 | 2.15 | 1.77 | 1.66 | 3.09 | 1.65 | 1.49 | 0.88 | 0.86 | 0.68 | 1.07 | 1.15 |
| Draw Down(%) | NA | 0.72 | 0.72 | 4.64 | 4.64 | NA | NA | … | … | 0.72 | 1.23 | 0.03 | 0.32 | 4.17 | 0.58 | 0.10 | 0.20 | 0.30 | 0.30 | 0.47 | 0.48 | 0.33 | 0.24 | 0.30 | 0.30 | 0.50 | 0.90 | 1.61 | 1.60 | 1.60 | 1.52 | 2.19 | 3.21 | 0.78 | 1.07 | 0.30 | 0.30 | 0.10 | 0.30 | 0.30 |
| Yield(%) | 0.00 | 3.21 | 3.99 | 2.67 | 1.98 | 1.54 | 1.23 | … | … | 0.00 | 4.17 | 4.91 | 3.48 | 1.26 | 0.02 | 0.66 | 2.24 | 1.86 | 1.21 | 0.79 | 0.72 | 0.38 | 0.37 | 0.84 | 1.13 | 0.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 5.46 | 4.58 | 5.94 | 5.12 | 5.58 | 5.91 | 3.28 |
Data as of 06/04/2026, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) |
-1.33%
Mar 2003 – Mar 2006 |
-0.86%
Sep 2003 – Sep 2008 |
0.06%
May 2003 – May 2013 |
0.23%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) |
6.06%
Aug 1999 – Aug 2002 |
5.86%
Sep 1996 – Sep 2001 |
3.40%
Aug 1996 – Aug 2006 |
2.47%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart