The 10-year Treasury Portfolio is a Low Risk portfolio and can be implemented with 1 ETF.
It's exposed for 0% on the Stock Market.
In the last 30 Years, the 10-year Treasury Portfolio obtained a 5.42% compound annual return, with a 6.61% standard deviation.
Asset Allocation and ETFs
The 10-year Treasury Portfolio has the following asset allocation:
The 10-year Treasury Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
100.00 % | IEF | iShares 7-10 Year Treasury Bond | Bond, U.S., Intermediate-Term |
Portfolio and ETF Returns
The 10-year Treasury Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
10-year Treasury Portfolio | 0.50 | 1.58 | -0.86 | -10.56 | -10.48 | 0.76 | 1.17 | 5.42 | |
US Inflation Adjusted return | -0.86 | -14.04 | -16.78 | -2.75 | -1.26 | 2.88 | |||
Components | |||||||||
IEF iShares 7-10 Year Treasury Bond |
0.50 |
02:59PM Jul 05 2022 |
1.58 | -0.86 | -10.56 | -10.48 | 0.76 | 1.17 | 5.42 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the 10-year Treasury Portfolio granted a 0.80% dividend yield. If you are interested in getting periodic income, please refer to the 10-year Treasury Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of 10-year Treasury Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-0.86
|
-0.86
|
-0.86
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-4.47
|
-5.70
|
-4.47
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-10.56
|
-14.04
|
-10.56
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-10.56
|
-14.04
|
-10.56
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-10.48
|
-16.78
|
6.21
|
-12.23
Aug 2021 - Jun 2022
|
3 - 9
25% pos
|
3Y(*)
|
-1.23
|
-5.49
|
6.32
|
-15.19
Aug 2020 - Jun 2022
|
18 - 18
50% pos
|
5Y(*)
|
0.76
|
-2.75
|
5.74
|
-15.19
Aug 2020 - Jun 2022
|
31 - 29
52% pos
|
10Y(*)
|
1.17
|
-1.26
|
5.52
|
-15.19
Aug 2020 - Jun 2022
|
61 - 59
51% pos
|
15Y(*)
|
3.91
|
1.57
|
6.41
|
-15.19
Aug 2020 - Jun 2022
|
97 - 83
54% pos
|
20Y(*)
|
4.20
|
1.71
|
6.47
|
-15.19
Aug 2020 - Jun 2022
|
132 - 108
55% pos
|
25Y(*)
|
4.99
|
2.50
|
6.55
|
-15.19
Aug 2020 - Jun 2022
|
170 - 130
57% pos
|
30Y(*)
|
5.42
|
2.88
|
6.61
|
-15.19
Aug 2020 - Jun 2022
|
209 - 151
58% pos
|
MAX(*)
01 Jan 1972
|
6.83
|
2.76
|
7.72
|
-15.76
Jul 1979 - Feb 1980
|
359 - 247
59% pos
|
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 2341.41$, with a net total return of 134.14% (2.88% annualized).
The Inflation Adjusted Capital now would be 3961.06$, with a net total return of 296.11% (2.76% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-15.19% | Aug 2020 | Jun 2022 | 23 | in progress | 23 | |
-10.14% | Nov 1993 | Nov 1994 | 13 | May 1995 | 6 | 19 |
-9.34% | Oct 1998 | Jan 2000 | 16 | Aug 2000 | 7 | 23 |
-7.60% | May 2013 | Dec 2013 | 8 | Nov 2014 | 11 | 19 |
-7.18% | Aug 2016 | Apr 2018 | 21 | May 2019 | 13 | 34 |
-6.90% | Feb 1996 | May 1996 | 4 | Nov 1996 | 6 | 10 |
-6.65% | Jan 2009 | Jun 2009 | 6 | Jun 2010 | 12 | 18 |
-6.60% | Nov 2001 | Mar 2002 | 5 | Jul 2002 | 4 | 9 |
-5.68% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
-4.85% | Apr 2004 | May 2004 | 2 | Oct 2004 | 5 | 7 |
-4.67% | Sep 2010 | Mar 2011 | 7 | Jul 2011 | 4 | 11 |
-4.25% | Feb 2015 | Jun 2015 | 5 | Jan 2016 | 7 | 12 |
-4.15% | Apr 2008 | May 2008 | 2 | Nov 2008 | 6 | 8 |
-4.13% | Oct 2002 | Nov 2002 | 2 | Feb 2003 | 3 | 5 |
-4.08% | Jul 2005 | May 2006 | 11 | Sep 2006 | 4 | 15 |
-4.04% | Dec 1996 | Mar 1997 | 4 | Jun 1997 | 3 | 7 |
-3.04% | Oct 1992 | Nov 1992 | 2 | Jan 1993 | 2 | 4 |
-2.97% | Apr 2001 | May 2001 | 2 | Jul 2001 | 2 | 4 |
-2.67% | Feb 2012 | Mar 2012 | 2 | May 2012 | 2 | 4 |
-2.59% | Sep 2019 | Dec 2019 | 4 | Jan 2020 | 1 | 5 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-15.76% | Jul 1979 | Feb 1980 | 8 | May 1980 | 3 | 11 |
-15.19% | Aug 2020 | Jun 2022 | 23 | in progress | 23 | |
-14.57% | Jul 1980 | Sep 1981 | 15 | Nov 1981 | 2 | 17 |
-10.87% | Mar 1987 | Sep 1987 | 7 | Jan 1988 | 4 | 11 |
-10.14% | Nov 1993 | Nov 1994 | 13 | May 1995 | 6 | 19 |
-9.34% | Oct 1998 | Jan 2000 | 16 | Aug 2000 | 7 | 23 |
-7.99% | Feb 1984 | May 1984 | 4 | Aug 1984 | 3 | 7 |
-7.60% | May 2013 | Dec 2013 | 8 | Nov 2014 | 11 | 19 |
-7.18% | Aug 2016 | Apr 2018 | 21 | May 2019 | 13 | 34 |
-6.90% | Feb 1996 | May 1996 | 4 | Nov 1996 | 6 | 10 |
-6.65% | Jan 2009 | Jun 2009 | 6 | Jun 2010 | 12 | 18 |
-6.60% | Nov 2001 | Mar 2002 | 5 | Jul 2002 | 4 | 9 |
-6.29% | May 1983 | Aug 1983 | 4 | Jan 1984 | 5 | 9 |
-5.68% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
-4.85% | Apr 2004 | May 2004 | 2 | Oct 2004 | 5 | 7 |
-4.67% | Sep 2010 | Mar 2011 | 7 | Jul 2011 | 4 | 11 |
-4.60% | Mar 1988 | May 1988 | 3 | Sep 1988 | 4 | 7 |
-4.48% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
-4.42% | Mar 1975 | Apr 1975 | 2 | Oct 1975 | 6 | 8 |
-4.33% | Dec 1973 | Aug 1974 | 9 | Nov 1974 | 3 | 12 |
Rolling Returns ( more details)
10-year Treasury Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
7.49 |
44.35 Apr 1985 - Mar 1986 |
-11.12 Mar 1979 - Feb 1980 |
18.82% |
2 Years |
7.49 |
34.91 Jul 1984 - Jun 1986 |
-7.52 Jul 2020 - Jun 2022 |
7.20% |
3 Years |
7.55 |
23.66 Sep 1983 - Aug 1986 |
-2.91 Oct 1978 - Sep 1981 |
3.68% |
5 Years |
7.61 |
23.75 Sep 1981 - Aug 1986 |
-0.08 Oct 1976 - Sep 1981 |
0.18% |
7 Years |
7.73 |
17.44 Mar 1980 - Feb 1987 |
1.01 May 2015 - Apr 2022 |
0.00% |
10 Years |
8.07 |
15.70 Oct 1981 - Sep 1991 |
1.17 Jul 2012 - Jun 2022 |
0.00% |
15 Years |
8.28 |
13.03 Oct 1981 - Sep 1996 |
3.80 May 2007 - Apr 2022 |
0.00% |
20 Years |
8.31 |
12.08 Oct 1981 - Sep 2001 |
4.20 Jul 2002 - Jun 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the 10-year Treasury Portfolio: Rolling Returns page.
Seasonality
10-year Treasury Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.34 55% |
0.19 57% |
0.03 49% |
0.17 57% |
0.78 59% |
0.79 65% |
0.48 62% |
0.99 66% |
0.88 60% |
0.70 54% |
0.91 66% |
0.67 62% |
Best Year |
4.6 1988 |
7.2 1986 |
5.8 1986 |
12.4 1980 |
7.9 1985 |
5.6 1986 |
6.3 1984 |
6.0 1982 |
7.3 1982 |
7.6 1981 |
9.4 1981 |
5.4 1991 |
Worst Year |
-3.9 1980 |
-7.9 1980 |
-4.1 2022 |
-4.3 2004 |
-4.7 1984 |
-2.7 1982 |
-5.0 2003 |
-3.7 1980 |
-3.2 1987 |
-7.0 1979 |
-4.2 2016 |
-4.4 2009 |
Monthly/Yearly Returns
10-year Treasury Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-10.56 | -14.04 | -2.1 | -0.3 | -4.1 | -4.2 | 0.6 | -0.9 | ||||||
2021 |
-3.33 | -9.73 | -1.1 | -2.4 | -2.4 | 1.0 | 0.4 | 1.0 | 2.0 | -0.4 | -1.6 | -0.4 | 1.1 | -0.5 |
2020 |
+10.01 | +8.62 | 3.5 | 3.0 | 3.7 | 0.3 | 0.3 | 0.0 | 0.9 | -1.0 | 0.3 | -1.4 | 0.3 | -0.2 |
2019 |
+8.03 | +5.64 | 0.7 | -0.5 | 2.7 | -0.5 | 3.0 | 1.2 | 0.0 | 3.9 | -1.2 | 0.2 | -0.7 | -0.9 |
2018 |
+0.99 | -0.91 | -2.2 | -0.9 | 1.2 | -1.3 | 1.0 | 0.2 | -0.5 | 1.0 | -1.2 | -0.3 | 1.3 | 2.8 |
2017 |
+2.55 | +0.42 | 0.2 | 0.7 | 0.1 | 1.1 | 0.8 | -0.5 | 0.4 | 1.5 | -1.4 | -0.2 | -0.3 | 0.2 |
2016 |
+1.00 | -1.03 | 3.3 | 1.5 | -0.1 | -0.2 | -0.1 | 3.1 | 0.2 | -1.0 | 0.2 | -1.5 | -4.2 | -0.1 |
2015 |
+1.51 | +0.86 | 4.3 | -2.5 | 0.9 | -0.6 | -0.4 | -1.6 | 1.5 | 0.1 | 1.6 | -0.6 | -0.4 | -0.5 |
2014 |
+9.07 | +8.36 | 3.1 | 0.4 | -0.6 | 0.8 | 1.8 | -0.2 | -0.2 | 1.9 | -1.0 | 1.5 | 1.3 | 0.1 |
2013 |
-6.09 | -7.49 | -1.3 | 1.1 | 0.3 | 1.5 | -3.1 | -2.5 | -0.4 | -1.4 | 1.8 | 0.8 | -0.9 | -2.1 |
2012 |
+3.66 | +1.87 | 0.9 | -1.1 | -1.6 | 2.5 | 2.9 | -0.4 | 1.4 | -0.1 | -0.3 | -0.4 | 1.0 | -0.9 |
2011 |
+15.64 | +12.20 | 0.0 | -0.2 | -0.2 | 1.8 | 2.5 | -0.5 | 3.2 | 4.7 | 2.2 | -1.3 | 0.6 | 2.0 |
2010 |
+9.37 | +7.82 | 2.4 | 0.3 | -1.1 | 1.7 | 2.9 | 3.0 | 0.9 | 3.4 | 0.0 | 0.0 | -0.9 | -3.4 |
2009 |
-6.59 | -9.15 | -3.9 | -0.7 | 3.3 | -2.7 | -2.1 | -0.6 | 0.8 | 0.8 | 1.1 | -0.1 | 2.0 | -4.4 |
2008 |
+17.91 | +17.93 | 3.4 | 1.2 | 1.3 | -2.4 | -1.8 | 1.1 | 0.7 | 1.5 | -0.1 | -0.9 | 7.8 | 5.2 |
2007 |
+10.37 | +6.02 | -0.4 | 2.1 | -0.1 | 0.6 | -1.4 | -0.5 | 2.3 | 2.3 | 0.1 | 1.1 | 4.0 | 0.0 |
2006 |
+2.52 | -0.01 | -0.7 | -0.1 | -1.4 | -0.6 | -0.1 | 0.2 | 1.7 | 1.8 | 1.2 | 0.5 | 1.3 | -1.3 |
2005 |
+2.64 | -0.67 | 0.9 | -1.4 | -0.4 | 2.5 | 1.8 | 0.5 | -2.2 | 2.0 | -1.8 | -1.2 | 0.6 | 1.4 |
2004 |
+4.12 | +0.76 | 1.0 | 1.6 | 1.3 | -4.3 | -0.5 | 0.7 | 1.2 | 2.8 | 0.3 | 1.0 | -2.0 | 1.2 |
2003 |
+5.29 | +3.19 | -0.8 | 2.2 | -0.4 | 0.1 | 3.8 | -0.7 | -5.0 | 0.7 | 5.0 | -1.5 | 0.0 | 2.0 |
2002 |
+15.45 | +12.65 | 0.4 | 1.9 | -3.7 | 2.9 | 0.7 | 2.1 | 3.2 | 3.4 | 4.6 | -2.2 | -2.0 | 3.6 |
2001 |
+5.40 | +3.74 | -0.1 | 2.5 | 0.3 | -2.8 | -0.2 | 0.5 | 3.2 | 2.1 | 2.4 | 2.8 | -3.4 | -1.9 |
2000 |
+17.28 | +13.38 | -1.1 | 2.5 | 3.4 | -1.0 | 0.1 | 2.5 | 0.4 | 2.8 | 0.0 | 0.7 | 2.7 | 3.2 |
1999 |
-7.83 | -10.23 | 0.3 | -4.5 | 0.7 | -0.4 | -1.7 | -0.8 | -0.3 | 0.0 | 1.1 | -0.4 | -0.7 | -1.5 |
1998 |
+14.64 | +12.83 | 2.2 | -0.2 | 0.1 | 0.4 | 1.4 | 1.4 | 0.0 | 4.0 | 5.3 | -1.2 | -0.4 | 1.1 |
1997 |
+11.97 | +10.10 | -0.2 | 0.3 | -2.0 | 2.0 | 0.9 | 1.7 | 4.2 | -1.8 | 2.2 | 2.6 | 0.3 | 1.3 |
1996 |
-0.00 | -3.27 | 0.3 | -3.5 | -1.0 | -1.8 | -0.8 | 1.4 | 0.1 | -0.6 | 2.3 | 3.1 | 2.8 | -2.2 |
1995 |
+25.55 | +22.45 | 2.3 | 3.3 | 0.7 | 1.5 | 6.2 | 1.2 | -1.2 | 1.8 | 1.3 | 1.6 | 2.5 | 1.8 |
1994 |
-7.19 | -9.54 | 1.5 | -2.8 | -3.9 | -1.5 | -0.2 | -0.6 | 2.2 | 0.1 | -2.4 | -0.7 | 0.0 | 1.1 |
1993 |
+12.97 | +9.89 | 2.8 | 3.2 | 0.5 | 0.4 | -0.3 | 3.2 | 0.3 | 3.4 | 0.8 | 0.2 | -2.5 | 0.5 |
1992 |
+7.23 | +4.14 | -3.6 | 0.9 | -1.3 | 0.1 | 2.6 | 2.0 | 3.6 | 1.3 | 2.4 | -2.6 | -0.5 | 2.4 |
1991 |
+18.91 | +15.47 | 1.0 | 0.7 | 0.5 | 0.9 | 0.4 | -0.5 | 1.0 | 3.3 | 3.1 | 0.6 | 1.3 | 5.4 |
1990 |
+7.70 | +1.36 | -2.7 | 0.2 | -0.2 | -1.8 | 3.7 | 1.9 | 1.2 | -2.6 | 1.0 | 1.9 | 3.3 | 1.9 |
1989 |
+17.84 | +12.62 | 1.6 | -1.2 | 0.9 | 2.6 | 3.5 | 4.1 | 2.6 | -2.3 | 0.4 | 3.4 | 1.2 | 0.0 |
1988 |
+6.90 | +2.38 | 4.6 | 1.4 | -2.0 | -1.2 | -1.4 | 3.3 | -1.2 | -0.1 | 3.3 | 2.2 | -1.9 | 0.2 |
1987 |
-2.64 | -6.69 | 1.0 | 0.5 | -1.6 | -4.1 | -1.2 | 1.4 | -1.1 | -1.5 | -3.2 | 5.7 | 0.0 | 1.8 |
1986 |
+21.35 | +19.93 | 0.2 | 7.2 | 5.8 | 0.7 | -3.9 | 5.6 | 0.7 | 3.4 | -2.9 | 1.4 | 2.0 | 0.0 |
1985 |
+29.85 | +25.11 | 3.2 | -3.3 | 2.5 | 2.4 | 7.9 | 1.0 | -1.1 | 2.7 | 0.7 | 2.7 | 3.5 | 4.6 |
1984 |
+14.87 | +10.41 | 1.9 | -1.1 | -1.7 | -0.6 | -4.7 | 1.5 | 6.3 | 1.7 | 2.9 | 5.0 | 2.2 | 1.1 |
1983 |
+2.30 | -1.44 | -1.8 | 4.2 | -1.3 | 3.0 | -2.4 | 0.0 | -3.7 | -0.3 | 4.2 | -0.8 | 1.6 | -0.1 |
1982 |
+39.57 | +34.43 | 0.3 | 1.8 | 0.4 | 2.8 | 2.0 | -2.7 | 5.3 | 6.0 | 7.3 | 7.1 | 0.4 | 3.5 |
1981 |
+5.28 | -3.33 | -0.4 | -3.0 | 2.8 | -4.1 | 4.5 | -0.8 | -3.0 | -2.5 | -0.8 | 7.6 | 9.4 | -3.4 |
1980 |
-1.29 | -12.15 | -3.9 | -7.9 | 1.5 | 12.4 | 4.0 | 1.8 | -3.2 | -3.7 | -0.8 | -2.4 | -0.4 | 2.7 |
1979 |
+1.83 | -10.09 | 2.1 | -0.7 | 1.2 | -0.8 | 2.7 | 2.4 | -0.6 | -0.7 | -0.5 | -7.0 | 3.0 | 1.2 |
1978 |
-0.74 | -8.93 | -0.4 | 0.0 | -0.1 | 0.1 | -0.5 | -0.6 | 1.1 | 1.8 | -0.4 | -1.9 | 1.4 | -1.1 |
1977 |
+0.53 | -5.76 | -3.6 | 0.3 | 0.8 | 0.4 | 1.1 | 1.9 | -0.9 | 1.6 | -0.3 | -0.8 | 1.1 | -0.9 |
1976 |
+15.29 | +9.77 | 0.4 | 0.9 | 1.4 | 0.6 | -1.3 | 1.3 | 0.7 | 2.0 | 1.4 | 1.5 | 3.5 | 2.0 |
1975 |
+5.52 | -1.50 | -0.3 | 1.1 | -3.1 | -1.3 | 2.5 | 1.2 | -1.0 | 0.5 | -1.0 | 4.6 | -0.9 | 3.3 |
1974 |
+4.05 | -7.18 | -0.1 | 0.5 | -2.2 | -1.1 | 1.6 | -0.2 | -1.1 | -0.8 | 1.8 | 1.7 | 1.7 | 2.3 |
1973 |
+3.29 | -5.19 | -0.4 | -0.2 | -0.1 | 0.8 | -1.1 | 0.5 | -2.8 | 1.9 | 3.1 | 1.9 | 0.7 | -0.9 |
1972 |
+2.35 | -1.02 | -1.0 | 0.9 | -0.1 | 0.4 | 1.2 | -0.2 | 0.7 | -1.7 | -0.3 | 1.5 | 1.5 | -0.4 |
Portofolio Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- IEF - iShares 7-10 Year Treasury Bond: simulated historical serie, up to December 2002
Portfolio efficiency
Is the 10-year Treasury Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The 10-year Treasury Portfolio is classified as Low Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Low Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+4.99%
(+2.50%) |
Average : 2.6 / 5
|
Bad : 1.5 / 5
|
Standard Deviation over 25 Years |
6.55% |
Poor : 1 / 5
|
Excellent : 4.2 / 5
|
Maximum Drawdown over 25 Years |
-15.19% |
Poor : 1 / 5
|
Excellent : 4.2 / 5
|
Easy to manage | 1 ETF |
Excellent : 5 / 5
|
Excellent : 5 / 5
|
Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
High Yield Bonds Income |
+0.80 | +6.91 | -23.97 | 0 | 100 | 0 | ||
All Country World 20/80 |
+0.54 | +6.10 | -14.04 | 20 | 80 | 0 | ||
Stocks/Bonds 20/80 |
+1.00 | +5.93 | -12.54 | 20 | 80 | 0 | ||
US Inflation Protection |
+1.31 | +5.80 | -11.79 | 0 | 100 | 0 | ||
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.