Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFYGX (LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO) | 0.63% | 2.93% | 4.33% | 5.63% | 3.22% | 2.27% | 1.88% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFYGX (LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT 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 (%) | 0.00 | 2.93 | 4.33 | 5.63 | 3.22 | 2.27 | 1.88 | … | … | 0.63 | 1.01 | 5.15 | 5.00 | -3.02 | 17.13 | 0.38 | 2.19 | 1.42 | 0.28 | 0.79 | 0.10 | 0.31 | 0.15 | 0.43 | 0.97 | 1.58 | -1.39 | 2.66 | 0.31 | 0.93 | -0.82 | -1.22 | -1.86 | 5.20 | 7.27 | 6.83 | 3.90 | 5.42 | 6.15 | 3.29 |
| Sharpe Ratio | NA | 0.48 | 1.43 | 0.42 | 0.30 | NA | NA | … | … | -0.50 | -0.99 | 2.28 | 1.71 | -2.34 | 1.05 | 0.42 | 1.40 | 0.05 | -0.44 | 0.64 | 0.07 | 0.39 | 0.17 | 0.61 | 0.92 | 1.29 | -0.63 | 0.55 | -1.26 | -1.21 | -1.74 | -1.24 | -0.70 | 2.19 | 2.47 | 2.56 | 0.49 | 3.00 | 2.05 | 2.08 |
| Standard Deviation(%) | NA | 1.01 | 0.79 | 7.40 | 5.25 | NA | NA | … | … | 1.41 | 1.89 | 0.67 | 0.80 | 1.91 | 16.37 | 0.31 | 0.51 | 0.92 | 0.85 | 0.90 | 1.09 | 0.77 | 0.67 | 0.63 | 1.02 | 1.15 | 2.38 | 3.08 | 2.26 | 2.06 | 1.77 | 1.77 | 3.67 | 1.85 | 1.98 | 1.02 | 1.09 | 0.65 | 1.20 | 1.43 |
| Draw Down(%) | NA | 0.73 | 0.73 | 3.97 | 3.97 | NA | NA | … | … | 0.73 | 1.14 | 0.10 | 0.11 | 3.87 | 0.51 | 0.10 | 0.10 | 0.31 | 0.47 | 0.50 | 0.82 | 0.54 | 0.20 | 0.26 | 0.50 | 0.50 | 2.27 | 1.62 | 1.31 | 1.52 | 1.43 | 2.11 | 3.81 | 0.92 | 1.06 | 0.40 | 0.40 | 0.10 | 0.45 | 0.30 |
| Yield(%) | 0.00 | 3.08 | 3.85 | 5.53 | 3.27 | 2.36 | 1.88 | … | … | 0.00 | 4.01 | 4.85 | 3.12 | 1.09 | 14.99 | 0.28 | 1.87 | 1.82 | 1.00 | 0.59 | 0.61 | 0.41 | 0.25 | 0.84 | 0.87 | 1.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 6.32 | 5.02 | 6.07 | 4.83 | 5.52 | 5.53 | 3.56 |
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 |
|---|---|---|---|---|
| DFYGX (LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO) |
-1.56%
Jun 2003 – Jun 2006 |
-0.84%
Jun 2003 – Jun 2008 |
-0.01%
May 2003 – May 2013 |
0.12%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFYGX (LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO) |
7.85%
Nov 2021 – Nov 2024 |
6.05%
Sep 1996 – Sep 2001 |
3.44%
Aug 1996 – Aug 2006 |
2.51%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart