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DFYGX: LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO LWAS/DFA TWO YEAR GOVERNMENT PORTFOLIO (MUTUAL FUND)
Basic Info 9.57 0.01(0.10%) June 05
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 3.09% |
| Expenses | 0.17% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/01/1996 |
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(%) | -0.2 | 0.5 | 2.8 | 4.3 | 5.6 | 3.2 | 2.3 | 1.9 | 2.4 | 1.0 | 5.2 | 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 | -0.5 | 0.48 | 1.43 | 0.42 | 0.3 | NA | NA | 0.24 | -0.99 | 2.28 | 1.71 | -2.34 | 1.05 | 0.42 | 1.4 | 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 | -0.7 | 2.19 | 2.47 | 2.56 | 0.49 | 3.0 | 2.05 | 2.08 |
| Draw Down(%) | NA | 0.7 | 0.7 | 0.7 | 4.0 | 4.0 | NA | NA | 5.7 | 1.1 | 0.1 | 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 | 1.4 | 1.0 | 0.8 | 7.4 | 5.3 | NA | NA | 3.4 | 1.9 | 0.7 | 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 | -0.18 | 0.14 | 1.04 | 0.19 | 0.1 | NA | NA | 0.03 | 8.77 | 4.46 | 0.17 | -0.09 | 0.6 | 0.08 | 0.27 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.04 | 0.02 | 0.06 | -0.03 | 0.04 | 6.47 | -1.17 | -0.13 | -0.04 | -0.05 | 0.08 | 0.14 | 0.17 | 0.02 | 0.7 | 0.09 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -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 | 0.04 | 0.03 | 0.01 | 0.16 | 0.16 | NA | NA | 0.26 | 0.0 | 0.0 | 0.08 | 0.5 | 0.28 | 0.02 | 0.03 | 0.3 | 0.36 | 0.41 | 0.51 | 0.36 | 0.27 | 0.11 | 0.38 | 0.23 | 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 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | 0.0 | 0.13 | 0.58 | 0.0 | 0.01 | 0.01 | 0.17 | 0.2 | 0.39 | 0.46 | 0.27 | 0.16 | 0.03 | 0.31 | 0.21 | 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 | 0.0 | 3.1 | 3.9 | 5.5 | 3.3 | 2.4 | 1.9 | N/A | 4.0 | 4.8 | 3.1 | 1.1 | 15.0 | 0.3 | 1.9 | 1.8 | 1.0 | 0.6 | 0.6 | 0.4 | 0.3 | 0.8 | 0.9 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 6.3 | 5.0 | 6.1 | 4.8 | 5.5 | 5.5 | 3.6 |
| Dividend Growth(%) | N/A | -100.0 | -32.7 | -32.3 | 410.2 | 612.1 | N/A | N/A | N/A | -17.0 | 58.1 | 174.5 | -92.8 | 5323.0 | -85.2 | 2.4 | 81.4 | 69.0 | -3.3 | 46.3 | 64.0 | -69.9 | -3.5 | -41.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.4 | 28.1 | -16.7 | 24.6 | -12.8 | 0.4 | 54.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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