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

In the last 10 years, it obtained a 8.9% compound annual return, with a 7.76% standard deviation (*).

(*) Last Update: April 2019

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

55.9% Stocks
44.1% Fixed Income
0% Commodities

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

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2001, now would be worth 3075.11$, with a total return of 207.51% (6.32% annualized).

Capital Growth:

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

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

VWO - Vanguard FTSE Emerging Markets: simulated historical serie, up to December 2005

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

Swipe left to see all data
Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.12%
0.00%
1 - 0
YTD
+10.73%
0.00%
4 - 0
1Y
+5.70%
8.77%
-7.53%
Sep 2018 - Dec 2018
8 - 4
3Y
+7.96%
annualized
6.04%
-7.55%
Feb 2018 - Dec 2018
29 - 7
5Y
+5.65%
annualized
6.57%
-7.55%
Feb 2018 - Dec 2018
42 - 18
10Y
+8.90%
annualized
7.76%
-9.50%
May 2011 - Sep 2011
83 - 37
MAX
Dec 2000
+6.32%
annualized
8.73%
-31.82%
Nov 2007 - Feb 2009
146 - 74

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+7.06% +36.65%
Mar 2009 - Feb 2010
-28.58%
Mar 2008 - Feb 2009
2 Years
+7.18% +25.51%
Mar 2009 - Feb 2011
-12.78%
Mar 2007 - Feb 2009
3 Years
+7.19% +18.64%
Mar 2009 - Feb 2012
-5.75%
Mar 2006 - Feb 2009
5 Years
+7.03% +14.72%
Mar 2009 - Feb 2014
-0.11%
Mar 2004 - Feb 2009
7 Years
+6.76% +10.36%
Mar 2009 - Feb 2016
+2.86%
Mar 2002 - Feb 2009
10 Years
+6.84% +9.81%
Mar 2009 - Feb 2019
+5.24%
Feb 2006 - Jan 2016
15 Years
+7.02% +8.29%
Feb 2003 - Jan 2018
+5.57%
Feb 2001 - Jan 2016

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+10.73% 5.1 1.5 1.6 2.1
2018
-4.94% 2.8 -2.8 -0.5 0.1 0.6 -0.0 1.7 1.0 -0.2 -4.8 1.3 -3.9
2017
+14.55% 1.8 1.8 0.7 1.0 1.1 0.1 1.7 0.7 0.9 1.4 1.2 1.3
2016
+7.33% -2.5 0.0 4.8 0.6 0.2 1.0 2.5 0.1 0.7 -1.3 0.1 1.0
2015
-1.30% 0.3 2.7 -0.9 1.4 -0.2 -1.7 0.7 -4.2 -1.8 4.2 -0.1 -1.5
2014
+5.43% -1.6 2.9 0.3 0.9 1.9 1.4 -0.9 2.0 -2.6 1.4 1.0 -1.1
2013
+11.60% 2.2 0.3 1.6 1.8 -1.3 -2.5 3.3 -2.2 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 0.9 1.3
2011
+2.36% 0.9 2.0 0.4 3.0 -0.8 -0.7 0.3 -3.5 -5.1 6.5 -0.4 0.1
2010
+11.05% -1.8 1.0 3.6 1.2 -4.9 -1.7 4.5 -1.4 5.5 3.0 -1.4 3.6
2009
+22.53% -5.4 -6.0 6.7 5.7 5.9 -0.2 5.3 2.3 3.6 -1.1 4.2 0.6
2008
-21.76% -2.4 -0.2 -0.5 2.2 0.8 -4.0 -1.1 -0.2 -7.1 -12.8 -2.8 5.0
2007
+10.40% 0.9 0.1 1.1 2.5 1.6 -0.4 -0.5 0.8 3.4 2.7 -1.4 -0.7
2006
+11.70% 2.6 -0.1 0.6 1.5 -2.3 0.2 0.9 1.9 1.1 2.2 2.2 0.5
2005
+7.30% -1.2 1.7 -1.3 -0.5 1.8 0.8 1.4 1.1 1.4 -2.0 2.4 1.7
2004
+11.83% 1.6 1.9 0.3 -3.2 1.2 1.1 -1.6 1.4 1.3 1.6 3.1 2.9
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