Last Update: 31 July 2022

Implementing the DFA Dimensional Retirement Income Fund Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 1 year rolling periods, you would have obtained a positive returns 90.45% of times

All the returns are calculated over the available historical serie, starting from January 1992 until July 2022.

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

Rolling Returns

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
6.17 18.82
Jan 1995 - Dec 1995
-12.74
Mar 2008 - Feb 2009
9.55%
2 Years
6.02 13.38
Dec 1994 - Nov 1996
-2.44
Mar 2007 - Feb 2009
1.74%
3 Years
5.97 12.10
Jan 1995 - Dec 1997
0.33
Mar 2006 - Feb 2009
0.00%
4 Years
5.93 11.63
Jan 1995 - Dec 1998
1.53
Mar 2005 - Feb 2009
0.00%
5 Years
5.89 10.27
Jan 1995 - Dec 1999
2.16
Mar 2004 - Feb 2009
0.00%
6 Years
5.85 9.95
May 1992 - Apr 1998
2.09
Jan 2013 - Dec 2018
0.00%
7 Years
5.79 9.60
May 1992 - Apr 1999
2.41
Apr 2013 - Mar 2020
0.00%
8 Years
5.77 9.28
Apr 1992 - Mar 2000
2.82
Apr 2012 - Mar 2020
0.00%
9 Years
5.76 8.93
May 1992 - Apr 2001
3.29
Apr 2011 - Mar 2020
0.00%
10 Years
5.77 8.58
Jan 1995 - Dec 2004
3.23
Jul 2012 - Jun 2022
0.00%
11 Years
5.78 8.17
Jan 1995 - Dec 2005
3.38
Jan 2008 - Dec 2018
0.00%
12 Years
5.79 8.45
Apr 1992 - Mar 2004
3.47
Apr 2008 - Mar 2020
0.00%
13 Years
5.77 8.16
Dec 1994 - Nov 2007
3.84
Apr 2007 - Mar 2020
0.00%
14 Years
5.73 7.88
May 1992 - Apr 2006
3.74
Jul 2008 - Jun 2022
0.00%
15 Years
5.74 7.88
May 1992 - Apr 2007
3.91
Jul 2007 - Jun 2022
0.00%
16 Years
5.73 7.85
Apr 1992 - Mar 2008
4.11
Apr 2004 - Mar 2020
0.00%
17 Years
5.74 7.23
Dec 1994 - Nov 2011
4.15
Jul 2005 - Jun 2022
0.00%
18 Years
5.77 7.28
May 1992 - Apr 2010
4.32
Jul 2004 - Jun 2022
0.00%
19 Years
5.79 7.33
May 1992 - Apr 2011
4.47
Jul 2003 - Jun 2022
0.00%
20 Years
5.77 7.25
May 1992 - Apr 2012
4.64
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.17% +18.82%
Jan 1995 - Dec 1995
-12.74%
Mar 2008 - Feb 2009
9.55%
34 out of 356
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.02% +13.38%
Dec 1994 - Nov 1996
-2.44%
Mar 2007 - Feb 2009
1.74%
6 out of 344
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.97% +12.10%
Jan 1995 - Dec 1997
+0.33%
Mar 2006 - Feb 2009
0.00%
0 out of 332
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.93% +11.63%
Jan 1995 - Dec 1998
+1.53%
Mar 2005 - Feb 2009
0.00%
0 out of 320
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.89% +10.27%
Jan 1995 - Dec 1999
+2.16%
Mar 2004 - Feb 2009
0.00%
0 out of 308
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.85% +9.95%
May 1992 - Apr 1998
+2.09%
Jan 2013 - Dec 2018
0.00%
0 out of 296
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.79% +9.60%
May 1992 - Apr 1999
+2.41%
Apr 2013 - Mar 2020
0.00%
0 out of 284
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.77% +9.28%
Apr 1992 - Mar 2000
+2.82%
Apr 2012 - Mar 2020
0.00%
0 out of 272
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.76% +8.93%
May 1992 - Apr 2001
+3.29%
Apr 2011 - Mar 2020
0.00%
0 out of 260
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.77% +8.58%
Jan 1995 - Dec 2004
+3.23%
Jul 2012 - Jun 2022
0.00%
0 out of 248
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.78% +8.17%
Jan 1995 - Dec 2005
+3.38%
Jan 2008 - Dec 2018
0.00%
0 out of 236
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.79% +8.45%
Apr 1992 - Mar 2004
+3.47%
Apr 2008 - Mar 2020
0.00%
0 out of 224
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.77% +8.16%
Dec 1994 - Nov 2007
+3.84%
Apr 2007 - Mar 2020
0.00%
0 out of 212
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.73% +7.88%
May 1992 - Apr 2006
+3.74%
Jul 2008 - Jun 2022
0.00%
0 out of 200
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.74% +7.88%
May 1992 - Apr 2007
+3.91%
Jul 2007 - Jun 2022
0.00%
0 out of 188
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.73% +7.85%
Apr 1992 - Mar 2008
+4.11%
Apr 2004 - Mar 2020
0.00%
0 out of 176
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.74% +7.23%
Dec 1994 - Nov 2011
+4.15%
Jul 2005 - Jun 2022
0.00%
0 out of 164
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.77% +7.28%
May 1992 - Apr 2010
+4.32%
Jul 2004 - Jun 2022
0.00%
0 out of 152
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.79% +7.33%
May 1992 - Apr 2011
+4.47%
Jul 2003 - Jun 2022
0.00%
0 out of 140
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.77% +7.25%
May 1992 - Apr 2012
+4.64%
Apr 2000 - Mar 2020
0.00%
0 out of 128
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

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

Share this page