Last Update: 30 September 2020

The DFA Dimensional 2030 Retirement Income Portfolio is exposed for 55.9% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 8 ETFs.

In the last 10 years, the portfolio obtained a 7.39% compound annual return, with a 7.93% standard deviation.

In 2019, the portfolio granted a 2.52% dividend yield. If you are interested in getting periodic income, please refer to the DFA Dimensional 2030 Retirement Income Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The DFA Dimensional 2030 Retirement Income Portfolio has the following asset allocation:

55.9% Stocks
44.1% Fixed Income
0% Commodities

The DFA Dimensional 2030 Retirement Income Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
17.50 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
17.50 % VV Vanguard Large-Cap Equity, U.S., Large Cap
10.50 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
5.20 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
5.20 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
31.90 % TIP iShares TIPS Bond Bond, U.S., All-Term
6.10 % BSV Vanguard Short-Term Bond Bond, U.S., Short Term
6.10 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The DFA Dimensional 2030 Retirement Income Portfolio guaranteed the following returns.

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
DFA Dimensional 2030 Retirement Income Portfolio -1.69 +5.70 +18.32 +10.37 +7.09 +8.32 +7.39
Components
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
VV - Vanguard Large-Cap -3.70 +9.84 +33.21 +16.94 +12.82 +14.40 +13.84
VEA - Vanguard FTSE Developed Markets -1.79 +6.01 +23.96 +2.08 +0.92 +5.79 +4.99
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
VEU - Vanguard FTSE All-World ex-US -1.68 +6.69 +24.48 +3.78 +1.42 +6.45 +4.26
TIP - iShares TIPS Bond -0.38 +2.85 +7.70 +9.73 +5.66 +4.47 +3.42
BSV - Vanguard Short-Term Bond +0.01 +0.35 +2.00 +4.91 +3.43 +2.52 +1.96
BNDX - Vanguard Total International Bond +0.86 +1.04 +3.95 +2.21 +5.10 +4.36 +4.58
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the DFA Dimensional 2030 Retirement Income Portfolio: Dividend Yield page.

Historical Returns

DFA Dimensional 2030 Retirement Income Portfolio - Historical returns and stats.

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO
Last Update: 30 September 2020
Swipe left to see all data
Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.69%
-1.69%
Sep 2020 - Sep 2020
0 - 1
3M
+5.70%
-1.69%
Sep 2020 - Sep 2020
2 - 1
6M
+18.32%
-1.69%
Sep 2020 - Sep 2020
5 - 1
YTD
+4.69%
-11.59%
Feb 2020 - Mar 2020
6 - 3
1Y
+10.37%
12.95%
-11.59%
Feb 2020 - Mar 2020
9 - 3
3Y
+7.09%
annualized
9.87%
-11.59%
Feb 2020 - Mar 2020
25 - 11
5Y
+8.32%
annualized
8.38%
-11.59%
Feb 2020 - Mar 2020
45 - 15
10Y
+7.39%
annualized
7.93%
-11.59%
Feb 2020 - Mar 2020
84 - 36
MAX
01 Jan 2001
+6.46%
annualized
9.00%
-31.78%
Nov 2007 - Feb 2009
158 - 79

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

DFA Dimensional 2030 Retirement Income Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.06% +36.46%
Mar 2009 - Feb 2010
-28.55%
Mar 2008 - Feb 2009
19.03%
2 Years
+7.02% +25.36%
Mar 2009 - Feb 2011
-12.83%
Mar 2007 - Feb 2009
11.21%
3 Years
+7.15% +18.55%
Mar 2009 - Feb 2012
-5.79%
Mar 2006 - Feb 2009
5.94%
5 Years
+6.88% +14.68%
Mar 2009 - Feb 2014
-0.13%
Mar 2004 - Feb 2009
0.56%
7 Years
+6.70% +10.30%
Mar 2009 - Feb 2016
+2.84%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.90% +9.78%
Mar 2009 - Feb 2019
+5.18%
Feb 2006 - Jan 2016
0.00%
15 Years
+6.86% +8.27%
Feb 2003 - Jan 2018
+5.53%
Feb 2001 - Jan 2016
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

DFA Dimensional 2030 Retirement Income Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.4 0.1 0.5 1.8 0.4 -0.1 1.0 0.3 -0.1 0.7 1.0 0.9
Best 5.2
2019
2.9
2014
6.9
2009
6.7
2020
5.7
2009
4.2
2019
5.3
2009
3.7
2020
5.5
2010
6.5
2011
4.3
2009
5.1
2008
Worst -5.5
2009
-6.2
2009
-8.2
2020
-3.3
2004
-4.9
2010
-4.0
2008
-3.9
2002
-4.1
2015
-7.0
2008
-12.8
2008
-2.9
2008
-4.0
2018
Gain
Frequency
60 70 65 80 65 50 70 65 60 68 74 74

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+4.69% 0.1 -3.7 -8.2 6.7 2.9 2.0 3.7 3.7 -1.7
2019
+18.74% 5.2 1.5 1.5 2.1 -3.0 4.2 0.3 -0.3 0.8 1.5 1.7 2.2
2018
-4.97% 2.8 -2.8 -0.4 0.1 0.6 0.0 1.6 1.0 -0.1 -4.8 1.3 -4.0
2017
+14.85% 1.9 1.8 0.7 1.0 1.2 0.1 1.7 0.6 0.9 1.4 1.2 1.3
2016
+7.26% -2.5 0.0 4.8 0.6 0.2 1.0 2.5 0.1 0.7 -1.4 0.1 1.1
2015
-1.32% 0.2 2.7 -0.8 1.4 -0.2 -1.7 0.7 -4.1 -1.9 4.2 -0.2 -1.6
2014
+5.23% -1.6 2.9 0.2 0.9 1.9 1.3 -0.9 2.0 -2.6 1.3 1.0 -1.1
2013
+11.66% 2.2 0.3 1.6 1.8 -1.3 -2.5 3.3 -2.1 3.6 2.6 0.9 1.0
2012
+12.36% 4.1 2.4 0.7 -0.1 -4.0 2.5 1.1 1.4 1.9 -0.3 1.0 1.2
2011
+2.36% 0.9 2.0 0.5 3.0 -0.8 -0.7 0.2 -3.5 -5.0 6.5 -0.4 0.1
2010
+10.90% -1.8 1.0 3.6 1.2 -4.9 -1.7 4.5 -1.4 5.5 3.0 -1.4 3.5
2009
+22.15% -5.5 -6.2 6.9 5.5 5.7 -0.2 5.3 2.3 3.6 -1.2 4.3 0.7
2008
-21.57% -2.4 -0.3 -0.5 2.3 0.9 -4.0 -1.2 -0.2 -7.0 -12.8 -2.9 5.1
2007
+10.20% 0.9 0.0 1.2 2.5 1.5 -0.5 -0.6 0.8 3.4 2.6 -1.3 -0.7
2006
+11.79% 2.8 -0.2 0.7 1.5 -2.3 0.2 0.9 2.0 1.0 2.3 2.1 0.6
2005
+7.33% -1.2 1.8 -1.4 -0.5 1.8 0.9 1.5 1.1 1.4 -2.0 2.3 1.7
2004
+11.75% 1.6 1.9 0.3 -3.3 1.3 1.1 -1.7 1.3 1.3 1.7 3.1 2.8
2003
+22.57% -1.3 0.3 -0.7 4.7 4.9 0.9 0.0 2.0 1.2 3.8 0.9 3.9
2002
-4.09% -0.8 0.2 2.1 -0.8 0.5 -2.9 -3.9 1.7 -4.1 2.2 2.8 -0.8
2001
-3.94% 2.8 -4.3 -3.3 4.3 0.2 -1.4 -0.3 -2.2 -4.6 2.5 2.2 0.5

* Note:
Portofolio Returns, up to December 2013, 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:

VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

BSV - Vanguard Short-Term Bond: simulated historical serie, up to December 2007

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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