The DFA Dimensional 2030 Target Date Retirement Income Fund 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 7.6% compound annual return, with a 7.52% standard deviation (Last Update: October 2019).

Asset Allocation and ETFs

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:

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 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
5.20 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, 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

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

Historical Returns

DFA Dimensional 2030 Target Date Retirement Income Fund Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Oct 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.50%
0.00%
1 - 0
YTD
+14.45%
-2.95%
May 2019 - May 2019
8 - 2
1Y
+11.33%
8.44%
-3.94%
Dec 2018 - Dec 2018
9 - 3
3Y
+8.03%
annualized
6.54%
-7.55%
Feb 2018 - Dec 2018
28 - 8
5Y
+5.68%
annualized
6.72%
-7.55%
Feb 2018 - Dec 2018
42 - 18
10Y
+7.60%
annualized
7.52%
-9.50%
May 2011 - Sep 2011
83 - 37
MAX
Dec 2000
+6.33%
annualized
8.70%
-31.82%
Nov 2007 - Feb 2009
150 - 76

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+11.25% 2 75 25 0
Talmud Portfolio
Roger Gibson
+10.47% 3 66.67 33.33 0
Yale Endowment
David Swensen
+9.84% 6 70 30 0
Stocks/Bonds 60/40
+9.77% 2 60 40 0
Family Taxable Portfolio
Ted Aronson
+9.04% 11 70 30 0

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.01% +36.65%
Mar 2009 - Feb 2010
-28.58%
Mar 2008 - Feb 2009
19.53%
2 Years
+7.14% +25.51%
Mar 2009 - Feb 2011
-12.78%
Mar 2007 - Feb 2009
11.82%
3 Years
+7.19% +18.64%
Mar 2009 - Feb 2012
-5.75%
Mar 2006 - Feb 2009
5.76%
5 Years
+6.97% +14.72%
Mar 2009 - Feb 2014
-0.11%
Mar 2004 - Feb 2009
0.60%
7 Years
+6.77% +10.36%
Mar 2009 - Feb 2016
+2.86%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.90% +9.81%
Mar 2009 - Feb 2019
+5.24%
Feb 2006 - Jan 2016
0.00%
15 Years
+6.99% +8.29%
Feb 2003 - Jan 2018
+5.57%
Feb 2001 - Jan 2016
0.00%

* 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
+14.45% 5.1 1.5 1.6 2.1 -3.0 4.1 0.3 -0.3 0.8 1.5
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

* 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

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

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