Last Update: 31 January 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 7.68% compound annual return, with a 7.44% standard deviation.

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

Historical Returns

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

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

DFA DIMENSIONAL 2030 RETIREMENT INCOME PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.08%
0.00%
1 - 0
3M
+3.94%
0.00%
3 - 0
6M
+6.03%
-0.34%
Aug 2019 - Aug 2019
5 - 1
YTD
+0.08%
0.00%
1 - 0
1Y
+12.98%
5.73%
-2.99%
May 2019 - May 2019
10 - 2
3Y
+8.39%
annualized
6.62%
-7.56%
Feb 2018 - Dec 2018
28 - 8
5Y
+6.49%
annualized
6.76%
-7.56%
Feb 2018 - Dec 2018
43 - 17
10Y
+7.68%
annualized
7.44%
-9.50%
May 2011 - Sep 2011
84 - 36
MAX
01 Jan 2001
+6.44%
annualized
8.67%
-31.78%
Nov 2007 - Feb 2009
153 - 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
+11.40% 2 75 25 0
Talmud Portfolio
Roger Gibson
+10.25% 3 66.67 33.33 0
Stocks/Bonds 60/40
+9.90% 2 60 40 0
Yale Endowment
David Swensen
+9.79% 6 70 30 0
Edge Select Moderately Aggressive
Merrill Lynch
+9.02% 12 69 31 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.09% +36.46%
Mar 2009 - Feb 2010
-28.55%
Mar 2008 - Feb 2009
19.27%
2 Years
+7.09% +25.36%
Mar 2009 - Feb 2011
-12.83%
Mar 2007 - Feb 2009
11.65%
3 Years
+7.19% +18.55%
Mar 2009 - Feb 2012
-5.79%
Mar 2006 - Feb 2009
6.19%
5 Years
+6.92% +14.68%
Mar 2009 - Feb 2014
-0.13%
Mar 2004 - Feb 2009
0.59%
7 Years
+6.73% +10.30%
Mar 2009 - Feb 2016
+2.84%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.87% +9.78%
Mar 2009 - Feb 2019
+5.18%
Feb 2006 - Jan 2016
0.00%
15 Years
+6.94% +8.27%
Feb 2003 - Jan 2018
+5.53%
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
2020
+0.08% 0.1
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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