LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX)

Basic Info 9.57 0(0.0%)

LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO started on 07/01/1996
LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO is classified as asset class SHORT GOVERNMENT
LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO expense ratio is 0.17%
LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO rating is
(67%)

LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) Dividend Info

LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) dividend growth in the last 12 months is 163.07%

The trailing 12-month yield of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO is 3.80%. its dividend history:

DateDividend
03/27/2024 0.1065
12/13/2023 0.1211
09/28/2023 0.0743
06/29/2023 0.0564
03/30/2023 0.04
12/14/2022 0.0421
09/29/2022 0.0368
06/29/2022 0.0173
03/30/2022 0.0103
12/15/2021 1.4642
06/29/2020 0.004
03/30/2020 0.023
12/17/2019 0.038
09/27/2019 0.048
06/27/2019 0.054
03/28/2019 0.042
12/18/2018 0.0591
09/27/2018 0.0457
06/28/2018 0.049
03/28/2018 0.024
12/15/2017 0.03
09/28/2017 0.024
06/29/2017 0.025
03/30/2017 0.019
12/15/2016 0.02
09/29/2016 0.011
06/29/2016 0.014
03/30/2016 0.013
12/16/2015 0.039
09/09/2015 0.009
06/08/2015 0.008
03/09/2015 0.004
12/16/2014 0.036
09/09/2014 0.004
06/09/2014 0.001
12/12/2013 0.023
09/10/2013 0.001
03/08/2013 0.001
12/13/2012 0.074
09/10/2012 0.004
06/08/2012 0.004
03/08/2012 0.001
12/13/2011 0.061
09/08/2011 0.011
06/08/2011 0.009
03/08/2011 0.005
12/09/2010 0.13
09/08/2010 0.016
03/10/2003 0.023
12/16/2002 0.45
09/10/2002 0.076
06/10/2002 0.071
03/08/2002 0.046
12/17/2001 0.193
09/10/2001 0.106
06/08/2001 0.116
03/08/2001 0.087
12/18/2000 0.212
09/08/2000 0.157
06/08/2000 0.144
03/08/2000 0.09
12/20/1999 0.135
09/08/1999 0.125
06/08/1999 0.152
03/09/1999 0.072
12/21/1998 0.203
09/09/1998 0.135
06/09/1998 0.132
03/10/1998 0.085
12/22/1997 0.205
09/09/1997 0.133
06/10/1997 0.13
03/10/1997 0.085
12/27/1996 0.23
09/10/1996 0.127

Dividend Growth History for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2918 3.13% 173.99% -
2022 $0.1065 1.10% -92.73% 173.99%
2021 $1.4642 14.99% 5,322.96% -55.36%
2020 $0.027 0.28% -85.16% 121.09%
2019 $0.182 1.87% 2.36% 12.53%
2018 $0.1778 1.82% 81.43% 10.42%
2017 $0.098 1.00% 68.97% 19.94%
2016 $0.058 0.59% -3.33% 25.96%
2015 $0.06 0.61% 46.34% 21.86%
2014 $0.041 0.41% 64.00% 24.37%
2013 $0.025 0.25% -69.88% 27.85%
2012 $0.083 0.84% -3.49% 12.11%
2011 $0.086 0.87% -41.10% 10.72%
2010 $0.146 1.47% - 5.47%
2003 $0.023 0.23% -96.42% 13.54%
2002 $0.643 6.32% 28.09% -3.69%
2001 $0.502 5.02% -16.75% -2.44%
2000 $0.603 6.07% 24.59% -3.11%
1999 $0.484 4.83% -12.79% -2.09%
1998 $0.555 5.52% 0.36% -2.54%
1997 $0.553 5.53% 54.90% -2.43%
1996 $0.357 3.56% - -0.74%

Dividend Growth Chart for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX)

LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) Historical Returns And Risk Info

From 07/02/1996 to 05/14/2024, the compound annualized total return (dividend reinvested) of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 2.319%. Its cumulative total return (dividend reinvested) is 89.233%.

From 07/02/1996 to 05/14/2024, the Maximum Drawdown of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 5.7%.

From 07/02/1996 to 05/14/2024, the Sharpe Ratio of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 0.24.

From 07/02/1996 to 05/14/2024, the Annualized Standard Deviation of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 3.5%.

From 07/02/1996 to 05/14/2024, the Beta of LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 0.29.

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 2.0 5.4 6.7 4.3 2.5 1.8 1.5 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 2.27 0.47 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 3.39 1.63 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 0.23 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
RSquare 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 2.0 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 -62.1 163.0 442.7 348.0 668.4 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

Return Calculator for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX)

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LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) Historical Return Chart

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LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) 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 05/14/2024, the worst annualized return of 3-year rolling returns for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is -1.43%.
From 07/02/1996 to 05/14/2024, the worst annualized return of 5-year rolling returns for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is -0.84%.
From 07/02/1996 to 05/14/2024, the worst annualized return of 10-year rolling returns for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 0.02%.
From 07/02/1996 to 05/14/2024, the worst annualized return of 20-year rolling returns for LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (DFYGX) is 1.24%.

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