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DFFGX: DFA SHORT-TERM GOVERNMENT PORTFOLIO DFA SHORT-TERM GOVERNMENT PORTFOLIO - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.99 0.01(0.10%) June 05
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 12/30/1987 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 3.07% |
| Expenses | 0.17% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1987 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.5 | 2.8 | 4.3 | 1.8 | 1.3 | 1.3 | 2.2 | 3.9 | 1.0 | 5.3 | 5.0 | -4.4 | -1.3 | 0.4 | 2.5 | 1.2 | 0.5 | 1.0 | 1.0 | 1.3 | -0.4 | 1.6 | 3.4 | 4.4 | 1.5 | 8.4 | 5.0 | 4.5 | 0.8 | 2.7 | 2.7 | 10.0 | 7.0 | 6.8 | 3.8 | 5.4 | 6.4 | 6.6 | 9.5 | -3.2 | 6.7 | 3.3 | 9.4 | 10.9 | 9.4 | 6.3 | 0.8 |
| Sharpe Ratio | NA | -1.0 | 0.18 | 1.36 | -0.51 | -0.29 | NA | NA | 0.64 | -1.07 | 2.6 | 1.66 | -2.56 | -0.83 | 0.39 | 1.49 | -0.15 | -0.1 | 0.38 | 0.51 | 0.91 | -0.31 | 1.26 | 1.72 | 1.99 | 0.41 | 1.33 | 2.96 | 1.6 | -0.62 | 0.43 | 0.41 | 2.01 | 1.32 | 2.5 | 0.36 | 2.82 | 1.63 | 1.27 | 3.51 | -1.59 | 1.34 | 0.15 | 1.0 | 2.33 | 3.18 | 0.33 | NA |
| Draw Down(%) | NA | 0.7 | 0.7 | 0.7 | 6.5 | 6.5 | NA | NA | 7.3 | 1.2 | 0.0 | 0.1 | 5.2 | 1.6 | 0.1 | 0.4 | 1.1 | 1.2 | 2.0 | 1.1 | 0.6 | 1.8 | 0.7 | 1.1 | 1.9 | 1.7 | 5.0 | 0.0 | 0.1 | 1.9 | 5.2 | 5.3 | 2.1 | 3.6 | 0.5 | 0.5 | 0.1 | 1.0 | 1.0 | 0.8 | 5.8 | 3.3 | 6.0 | 4.7 | 1.4 | 0.3 | 1.7 | 0.0 |
| Standard Deviation(%) | NA | 1.3 | 1.0 | 0.8 | 1.4 | 1.3 | NA | NA | 2.7 | 1.9 | 0.6 | 0.8 | 2.3 | 1.6 | 0.4 | 0.7 | 1.4 | 1.4 | 2.0 | 1.9 | 1.4 | 1.5 | 1.2 | 2.0 | 2.2 | 3.3 | 5.5 | 0.6 | 0.7 | 2.4 | 4.1 | 4.8 | 4.4 | 3.5 | 1.0 | 1.1 | 0.7 | 1.7 | 2.3 | 1.6 | 4.0 | 3.3 | 5.3 | 5.5 | 2.3 | 1.1 | 4.3 | 0.0 |
| Treynor Ratio | NA | -0.33 | 0.14 | 0.65 | -0.03 | -0.02 | NA | NA | 0.03 | -10.55 | 2.52 | 0.15 | -0.1 | -0.01 | 0.07 | 0.1 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.03 | 0.07 | 0.01 | 0.05 | 37.02 | 0.22 | -0.02 | 0.01 | 0.01 | 0.07 | 0.06 | 0.17 | 0.02 | 5.37 | 0.07 | 0.06 | 0.18 | -0.06 | 0.05 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.04 | 0.01 | 0.02 | 0.21 | 0.25 | NA | NA | 0.63 | 0.0 | 0.01 | 0.09 | 0.61 | 1.05 | 0.02 | 0.11 | 0.77 | 0.9 | 0.9 | 1.02 | 0.72 | 0.98 | 0.59 | 1.0 | 0.62 | 1.25 | 1.39 | 0.0 | 0.05 | 0.98 | 1.69 | 1.76 | 1.2 | 0.73 | 0.15 | 0.26 | 0.0 | 0.4 | 0.48 | 0.31 | 1.1 | 0.9 | 1.03 | 0.57 | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.17 | 0.16 | NA | NA | 0.26 | 0.0 | 0.0 | 0.16 | 0.6 | 0.51 | 0.01 | 0.07 | 0.48 | 0.44 | 0.36 | 0.64 | 0.35 | 0.42 | 0.24 | 0.58 | 0.4 | 0.74 | 0.68 | 0.0 | 0.02 | 0.46 | 0.72 | 0.73 | 0.57 | 0.44 | 0.13 | 0.31 | 0.0 | 0.31 | 0.4 | 0.34 | 0.58 | 0.32 | 0.31 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.1 | 4.0 | 2.7 | 1.9 | 1.8 | 2.3 | N/A | 4.0 | 4.9 | 3.6 | 1.7 | 0.2 | 0.3 | 1.8 | 1.5 | 1.2 | 1.3 | 1.3 | 1.0 | 0.9 | 1.8 | 3.4 | 3.7 | 3.2 | 2.7 | 4.7 | 4.4 | 3.3 | 3.2 | 6.5 | 2.4 | 4.6 | 5.9 | 4.9 | 5.3 | 5.9 | 6.6 | 6.0 | 4.7 | 4.4 | 5.3 | 7.6 | 7.7 | 8.5 | 6.3 | 4.2 |
| Dividend Growth(%) | N/A | -100.0 | -33.0 | 358.8 | 131.1 | -27.2 | -57.8 | N/A | N/A | -18.2 | 36.7 | 95.6 | 1031.2 | -48.4 | -83.9 | 19.7 | 29.0 | -8.1 | 0.7 | 31.1 | 1.0 | -46.6 | -47.5 | -7.6 | 13.2 | 25.2 | -42.3 | 5.5 | 30.2 | 4.5 | -52.7 | 194.6 | -48.1 | -21.6 | 19.1 | -6.2 | -10.0 | -10.5 | 12.7 | 18.2 | 8.3 | -18.9 | -29.0 | 1.7 | -8.6 | 36.5 | 44.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1987
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