APSTX vs. DFCFX
Compare and contrast key facts about Cavanal Hill Limited Duration Fund (APSTX) and DFA Two-Year Fixed Income Portfolio (DFCFX).
APSTX is managed by Cavanal Hill funds. It was launched on Oct 19, 1994. DFCFX is managed by Dimensional. It was launched on Jun 6, 1996.
Performance
APSTX vs. DFCFX - Performance Comparison
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APSTX vs. DFCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APSTX Cavanal Hill Limited Duration Fund | -0.03% | 5.21% | 4.96% | 5.13% | -5.78% | -0.73% | 3.83% | 4.02% | 1.17% | 1.06% |
DFCFX DFA Two-Year Fixed Income Portfolio | 0.89% | 2.28% | 5.33% | 4.92% | -3.28% | 8.60% | 0.57% | 2.65% | 1.78% | 0.92% |
Returns By Period
In the year-to-date period, APSTX achieves a -0.03% return, which is significantly lower than DFCFX's 0.89% return. Over the past 10 years, APSTX has underperformed DFCFX with an annualized return of 1.85%, while DFCFX has yielded a comparatively higher 2.44% annualized return.
APSTX
- 1D
- 0.21%
- 1M
- -1.27%
- YTD
- -0.03%
- 6M
- 1.09%
- 1Y
- 3.09%
- 3Y*
- 4.49%
- 5Y*
- 1.70%
- 10Y*
- 1.85%
DFCFX
- 1D
- 0.06%
- 1M
- 0.26%
- YTD
- 0.89%
- 6M
- 1.87%
- 1Y
- 3.08%
- 3Y*
- 4.06%
- 5Y*
- 3.68%
- 10Y*
- 2.44%
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APSTX vs. DFCFX - Expense Ratio Comparison
APSTX has a 0.76% expense ratio, which is higher than DFCFX's 0.21% expense ratio.
Return for Risk
APSTX vs. DFCFX — Risk / Return Rank
APSTX
DFCFX
APSTX vs. DFCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cavanal Hill Limited Duration Fund (APSTX) and DFA Two-Year Fixed Income Portfolio (DFCFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APSTX | DFCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 2.59 | -1.19 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.98 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.28 | 3.80 | -2.52 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.07 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.86 | 5.56 | +2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APSTX | DFCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.59 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.84 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.78 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 1.34 | -0.57 |
Correlation
The correlation between APSTX and DFCFX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
APSTX vs. DFCFX - Dividend Comparison
APSTX's dividend yield for the trailing twelve months is around 2.95%, which matches DFCFX's 2.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APSTX Cavanal Hill Limited Duration Fund | 2.95% | 3.23% | 2.85% | 2.60% | 2.02% | 1.46% | 1.58% | 2.24% | 2.00% | 1.38% | 1.24% | 21.97% |
DFCFX DFA Two-Year Fixed Income Portfolio | 2.94% | 2.16% | 4.90% | 3.43% | 1.32% | 8.29% | 0.67% | 2.22% | 1.87% | 1.22% | 0.79% | 0.53% |
Drawdowns
APSTX vs. DFCFX - Drawdown Comparison
The maximum APSTX drawdown since its inception was -19.32%, which is greater than DFCFX's maximum drawdown of -4.27%. Use the drawdown chart below to compare losses from any high point for APSTX and DFCFX.
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Drawdown Indicators
| APSTX | DFCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.32% | -4.27% | -15.05% |
Max Drawdown (1Y)Largest decline over 1 year | -1.48% | -1.03% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -8.47% | -4.27% | -4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -8.57% | -4.27% | -4.30% |
Current DrawdownCurrent decline from peak | -1.27% | 0.00% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -1.17% | -0.26% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 0.38% | +0.07% |
Volatility
APSTX vs. DFCFX - Volatility Comparison
Cavanal Hill Limited Duration Fund (APSTX) has a higher volatility of 0.87% compared to DFA Two-Year Fixed Income Portfolio (DFCFX) at 0.15%. This indicates that APSTX's price experiences larger fluctuations and is considered to be riskier than DFCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APSTX | DFCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 0.15% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 1.51% | 0.43% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.37% | 1.21% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.51% | 4.39% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.10% | 3.13% | -1.03% |