Data Source: from January 1985 to June 2026
Consolidated Returns as of 30 June 2026

Managing the DFA Dimensional 2030 Retirement Income Portfolio with a yearly rebalancing, you would have obtained a 8.34% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 7.45%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the DFA Dimensional 2030 Retirement Income Portfolio guaranteed the following returns.

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO RETURNS
Period: January 1985 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~42Y)
No Rebalancing 21.32 (0) 10.17 (0) 11.80 (0) 8.34 (0) 9.85 (0)
Yearly Rebalancing 15.89 (1) 6.84 (5) 8.59 (10) 7.60 (30) 9.42 (42)
Half Yearly Rebalancing 15.70 (2) 6.74 (10) 8.55 (20) 7.45 (60) 9.27 (83)
Quarterly Rebalancing 15.74 (4) 6.75 (20) 8.63 (40) 7.52 (120) 9.32 (166)
5% Tolerance per asset 16.02 (1) 6.95 (2) 8.77 (3) 7.71 (14) 9.46 (17)
10% Tolerance per asset 17.22 (0) 7.43 (1) 9.30 (1) 8.32 (6) 10.14 (8)

In order to have complete information about the portfolio, please refer to the DFA Dimensional 2030 Retirement Income Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of DFA Dimensional 2030 Retirement Income Portfolio, after implementing different rebalancing strategies.

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO PERFORMANCES
Period: January 1985 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 9.85 (0) 11.28 0.87 -38.80 0.25
Yearly Rebalancing 9.42 (42) 9.41 1.00 -31.78 0.30
Half Yearly Rebalancing 9.27 (83) 9.40 0.99 -32.53 0.28
Quarterly Rebalancing 9.32 (166) 9.44 0.99 -33.02 0.28
5% Tolerance per asset 9.46 (17) 9.50 1.00 -32.73 0.29
10% Tolerance per asset 10.14 (8) 10.00 1.01 -31.20 0.33
(*) Since Jan 1985 (~42 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of DFA Dimensional 2030 Retirement Income Portfolio, after implementing different rebalancing strategies.

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO DRAWDOWNS
Period: January 1985 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-38.80
Nov 2007 - Apr 2011
-31.78
Nov 2007 - Oct 2010
-32.53
Nov 2007 - Oct 2010
-33.02
Nov 2007 - Oct 2010
-32.73
Nov 2007 - Oct 2010
-31.20
Nov 2007 - Sep 2010
-25.75
Apr 2000 - Oct 2004
-20.34
Jan 2022 - Mar 2024
-20.37
Jan 2022 - Mar 2024
-20.42
Jan 2022 - Mar 2024
-20.35
Jan 2022 - Mar 2024
-21.88
Jan 2022 - Mar 2024
-23.39
Jan 2022 - Feb 2024
-15.36
Sep 1987 - Dec 1988
-16.47
Sep 2000 - Oct 2003
-15.98
Sep 2000 - Oct 2003
-15.84
Sep 2000 - Oct 2003
-15.29
Sep 1987 - Oct 1988
-16.20
Jan 2020 - Jul 2020
-15.10
Sep 2000 - Oct 2003
-14.33
Sep 1987 - Oct 1988
-13.48
Sep 1987 - Oct 1988
-13.75
Sep 1987 - Oct 1988
-14.22
Apr 2000 - Aug 2003
-15.29
Sep 1987 - Oct 1988
-11.58
Feb 2020 - Jul 2020
-11.58
Feb 2020 - Jul 2020
-11.58
Feb 2020 - Jul 2020
-12.03
Feb 2020 - Jul 2020
-13.26
Feb 2020 - Jul 2020
5 Worst Drawdowns - Average
-23.89 -18.83 -19.06 -18.90 -18.94 -19.17
10 Worst Drawdowns - Average
-17.49 -13.76 -13.87 -13.77 -13.93 -14.54

For a deeper insight, please refer to the DFA Dimensional 2030 Retirement Income Portfolio: ETF allocation and returns page.