LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX)

Basic Info 9.69 0(0.0%)

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO started on 07/01/1996
LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO is classified as asset class Short-Term Bond
LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO expense ratio is 0.21%
LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO rating is
(98%)

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) Dividend Info

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) dividend growth in the last 12 months is 119.47%

The trailing 12-month yield of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO is 3.89%. its dividend history:

DateDividend
03/27/2024 0.0963
12/13/2023 0.0953
09/28/2023 0.1005
06/29/2023 0.0799
03/30/2023 0.0534
12/14/2022 0.0481
09/29/2022 0.0424
06/29/2022 0.0256
03/30/2022 0.0087
12/15/2021 0.7233
12/16/2020 0.002
09/29/2020 0.005
06/29/2020 0.022
03/30/2020 0.037
12/17/2019 0.046
09/27/2019 0.058
06/27/2019 0.069
03/28/2019 0.049
12/18/2018 0.0668
09/27/2018 0.0496
06/28/2018 0.037
03/28/2018 0.031
12/15/2017 0.037
09/28/2017 0.031
06/29/2017 0.03
03/30/2017 0.023
12/15/2016 0.028
09/29/2016 0.015
06/29/2016 0.018
03/30/2016 0.018
12/16/2015 0.042
09/09/2015 0.014
06/08/2015 0.011
03/09/2015 0.005
12/16/2014 0.027
09/09/2014 0.005
06/09/2014 0.004
03/10/2014 0.002
12/12/2013 0.02
09/10/2013 0.007
06/10/2013 0.006
03/08/2013 0.004
12/13/2012 0.059
09/10/2012 0.011
06/08/2012 0.008
03/08/2012 0.006
12/13/2011 0.08
09/08/2011 0.012
06/08/2011 0.012
03/08/2011 0.009
12/09/2010 0.07
09/08/2010 0.019
03/10/2003 0.027
12/16/2002 0.341
09/10/2002 0.08
06/10/2002 0.08
03/08/2002 0.05
12/17/2001 0.135
09/10/2001 0.103
06/08/2001 0.132
03/08/2001 0.088
12/18/2000 0.21
09/08/2000 0.139
06/08/2000 0.148
03/08/2000 0.093
12/20/1999 0.172
09/08/1999 0.133
06/08/1999 0.138
03/09/1999 0.072
12/21/1998 0.193
09/09/1998 0.14
06/09/1998 0.135
03/10/1998 0.093
12/22/1997 0.228
09/09/1997 0.14
06/10/1997 0.134
03/10/1997 0.093
12/27/1996 0.204
09/10/1996 0.126

Dividend Growth History for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3291 3.48% 163.70% -
2022 $0.1248 1.26% -82.75% 163.70%
2021 $0.7233 7.27% 995.91% -32.55%
2020 $0.066 0.66% -70.27% 70.84%
2019 $0.222 2.24% 20.39% 10.34%
2018 $0.1844 1.86% 52.40% 12.28%
2017 $0.121 1.21% 53.16% 18.15%
2016 $0.079 0.79% 9.72% 22.61%
2015 $0.072 0.72% 89.47% 20.92%
2014 $0.038 0.38% 2.70% 27.11%
2013 $0.037 0.37% -55.95% 24.43%
2012 $0.084 0.84% -25.66% 13.22%
2011 $0.113 1.13% 26.97% 9.32%
2010 $0.089 0.89% - 10.58%
2003 $0.027 0.27% -95.10% 13.32%
2002 $0.551 5.46% 20.31% -2.42%
2001 $0.458 4.58% -22.37% -1.49%
2000 $0.59 5.94% 14.56% -2.51%
1999 $0.515 5.12% -8.20% -1.85%
1998 $0.561 5.58% -5.71% -2.11%
1997 $0.595 5.91% 80.30% -2.25%
1996 $0.33 3.28% - -0.01%

Dividend Growth Chart for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX)

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) Historical Returns And Risk Info

From 07/02/1996 to 05/15/2024, the compound annualized total return (dividend reinvested) of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 2.053%. Its cumulative total return (dividend reinvested) is 76.022%.

From 07/02/1996 to 05/15/2024, the Maximum Drawdown of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 5.3%.

From 07/02/1996 to 05/15/2024, the Sharpe Ratio of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 0.28.

From 07/02/1996 to 05/15/2024, the Annualized Standard Deviation of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 2.0%.

From 07/02/1996 to 05/15/2024, the Beta of LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 0.19.

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 2.1 5.3 3.6 2.6 1.8 1.4 1.1 2.1 4.9 -3.3 7.4 0.6 2.7 1.8 0.9 0.9 0.3 0.3 0.4 0.7 0.8 1.5 0.6 0.8 0.1 0.9 -0.8 -1.4 -1.5 5.6 5.9 6.7 4.2 5.7 5.9 3.4
Sharpe Ratio NA 2.75 2.08 0.27 0.27 0.28 NA NA 0.28 0.66 -2.46 0.97 1.14 1.88 0.62 0.38 0.82 0.3 0.37 0.56 0.95 0.83 1.35 0.37 -0.05 -1.11 -1.1 -1.69 -1.41 -0.71 2.74 2.43 2.95 1.15 3.5 2.25 2.97
Draw Down(%) NA 0.0 0.1 4.3 4.3 4.3 NA NA 5.3 0.3 4.2 0.5 0.1 0.2 0.3 0.3 0.5 0.5 0.3 0.2 0.3 0.3 0.5 0.9 1.6 1.6 1.6 1.5 2.2 3.2 0.8 1.1 0.3 0.3 0.1 0.3 0.3
Standard Deviation(%) NA 0.7 0.7 4.6 3.6 2.6 NA NA 2.0 1.0 1.9 7.6 0.3 0.7 0.7 0.7 0.8 1.0 0.7 0.6 0.7 1.0 1.0 1.4 2.1 2.6 2.1 1.8 1.7 3.1 1.6 1.5 0.9 0.9 0.7 1.1 1.1
Treynor Ratio NA 1.85 1.12 0.05 0.06 0.04 NA NA 0.03 0.06 -0.11 -0.35 0.19 0.13 0.03 0.01 0.03 0.01 0.01 0.03 0.09 0.03 0.05 0.02 -0.01 1.21 -0.7 -0.1 -0.06 -0.06 0.13 0.18 0.31 0.07 -1.08 0.13 0.15
Alpha NA 0.01 0.01 0.01 0.0 0.0 NA NA 0.0 0.0 -0.01 0.03 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 0.01 0.01 0.01 0.0 0.01 0.01 0.01
Beta NA 0.01 0.01 0.23 0.17 0.19 NA NA 0.19 0.11 0.43 -0.21 0.02 0.1 0.17 0.29 0.26 0.32 0.24 0.1 0.08 0.3 0.31 0.22 0.15 -0.02 0.03 0.31 0.42 0.4 0.35 0.2 0.08 0.14 -0.02 0.18 0.23
RSquare NA 0.0 0.0 0.02 0.02 0.03 NA NA 0.05 0.16 0.69 0.0 0.03 0.06 0.09 0.25 0.25 0.29 0.21 0.05 0.02 0.24 0.34 0.2 0.08 0.0 0.0 0.08 0.26 0.08 0.35 0.19 0.06 0.17 0.01 0.18 0.29
Yield(%) N/A 1.0 3.9 4.3 3.0 2.0 1.6 1.2 N/A 3.5 1.3 7.2 0.6 2.3 1.9 1.2 0.9 0.6 0.3 0.4 0.9 1.1 0.9 0.0 0.0 0.0 0.0 0.0 0.0 0.3 5.4 4.6 5.9 5.1 5.6 5.9 3.3
Dividend Growth(%) N/A -69.7 119.5 188.5 179.3 531.9 N/A N/A N/A 153.8 -81.9 1100.0 -73.9 21.1 58.3 33.3 50.0 100.0 -25.0 -55.6 -18.2 22.2 N/A N/A N/A N/A N/A N/A -100.0 -94.5 19.6 -22.0 15.7 -8.9 -5.1 78.8 N/A

Return Calculator for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) Historical Return Chart

Click here for interactive chart

LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/02/1996 to 05/15/2024, the worst annualized return of 3-year rolling returns for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is -1.26%.
From 07/02/1996 to 05/15/2024, the worst annualized return of 5-year rolling returns for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is -0.86%.
From 07/02/1996 to 05/15/2024, the worst annualized return of 10-year rolling returns for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 0.1%.
From 07/02/1996 to 05/15/2024, the worst annualized return of 20-year rolling returns for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO (DFCFX) is 1.09%.

Related Articles for LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO(DFCFX)