Last Update: 31 August 2021

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 92.23% of times

All the returns are calculated over the available historical serie, starting from January 1995 until August 2021.

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.01% +18.82%
Jan 1995 - Dec 1995
-12.74%
Mar 2008 - Feb 2009
7.77%
2 Years
+5.80% +13.29%
Mar 2009 - Feb 2011
-2.43%
Mar 2007 - Feb 2009
2.02%
3 Years
+5.66% +12.11%
Jan 1995 - Dec 1997
+0.33%
Mar 2006 - Feb 2009
0.00%
4 Years
+5.56% +11.63%
Jan 1995 - Dec 1998
+1.53%
Mar 2005 - Feb 2009
0.00%
5 Years
+5.50% +10.27%
Jan 1995 - Dec 1999
+2.16%
Mar 2004 - Feb 2009
0.00%
6 Years
+5.44% +9.94%
Feb 1995 - Jan 2001
+2.09%
Jan 2013 - Dec 2018
0.00%
7 Years
+5.43% +8.83%
Jan 1995 - Dec 2001
+2.41%
Apr 2013 - Mar 2020
0.00%
8 Years
+5.46% +8.40%
Jan 1995 - Dec 2002
+2.82%
Apr 2012 - Mar 2020
0.00%
9 Years
+5.49% +8.73%
Jan 1995 - Dec 2003
+3.29%
Apr 2011 - Mar 2020
0.00%
10 Years
+5.49% +8.58%
Jan 1995 - Dec 2004
+3.69%
Mar 2008 - Feb 2018
0.00%
11 Years
+5.49% +8.17%
Jan 1995 - Dec 2005
+3.38%
Jan 2008 - Dec 2018
0.00%
12 Years
+5.47% +7.96%
Jan 1995 - Dec 2006
+3.47%
Apr 2008 - Mar 2020
0.00%
13 Years
+5.41% +8.05%
Jan 1995 - Dec 2007
+3.84%
Apr 2007 - Mar 2020
0.00%
14 Years
+5.43% +6.86%
Jan 1995 - Dec 2008
+4.00%
Jan 2005 - Dec 2018
0.00%
15 Years
+5.48% +7.26%
Jan 1995 - Dec 2009
+4.15%
Apr 2005 - Mar 2020
0.00%
16 Years
+5.49% +7.24%
Jan 1995 - Dec 2010
+4.11%
Apr 2004 - Mar 2020
0.00%
17 Years
+5.49% +7.23%
Feb 1995 - Jan 2012
+4.66%
Jun 2003 - May 2020
0.00%
18 Years
+5.48% +7.18%
Jan 1995 - Dec 2012
+4.59%
Jan 2001 - Dec 2018
0.00%
19 Years
+5.45% +6.86%
Jan 1995 - Dec 2013
+4.65%
Apr 2001 - Mar 2020
0.00%
20 Years
+5.42% +6.66%
Jan 1995 - Dec 2014
+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
+6.01% +18.82%
Jan 1995 - Dec 1995
-12.74%
Mar 2008 - Feb 2009
7.77%
24 out of 309

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.80% +13.29%
Mar 2009 - Feb 2011
-2.43%
Mar 2007 - Feb 2009
2.02%
6 out of 297

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.66% +12.11%
Jan 1995 - Dec 1997
+0.33%
Mar 2006 - Feb 2009
0.00%
0 out of 285

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.56% +11.63%
Jan 1995 - Dec 1998
+1.53%
Mar 2005 - Feb 2009
0.00%
0 out of 273

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.50% +10.27%
Jan 1995 - Dec 1999
+2.16%
Mar 2004 - Feb 2009
0.00%
0 out of 261

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.44% +9.94%
Feb 1995 - Jan 2001
+2.09%
Jan 2013 - Dec 2018
0.00%
0 out of 249

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.43% +8.83%
Jan 1995 - Dec 2001
+2.41%
Apr 2013 - Mar 2020
0.00%
0 out of 237

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.46% +8.40%
Jan 1995 - Dec 2002
+2.82%
Apr 2012 - Mar 2020
0.00%
0 out of 225

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.49% +8.73%
Jan 1995 - Dec 2003
+3.29%
Apr 2011 - Mar 2020
0.00%
0 out of 213

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.49% +8.58%
Jan 1995 - Dec 2004
+3.69%
Mar 2008 - Feb 2018
0.00%
0 out of 201

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.49% +8.17%
Jan 1995 - Dec 2005
+3.38%
Jan 2008 - Dec 2018
0.00%
0 out of 189

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.47% +7.96%
Jan 1995 - Dec 2006
+3.47%
Apr 2008 - Mar 2020
0.00%
0 out of 177

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.41% +8.05%
Jan 1995 - Dec 2007
+3.84%
Apr 2007 - Mar 2020
0.00%
0 out of 165

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.43% +6.86%
Jan 1995 - Dec 2008
+4.00%
Jan 2005 - Dec 2018
0.00%
0 out of 153

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.48% +7.26%
Jan 1995 - Dec 2009
+4.15%
Apr 2005 - Mar 2020
0.00%
0 out of 141

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.49% +7.24%
Jan 1995 - Dec 2010
+4.11%
Apr 2004 - Mar 2020
0.00%
0 out of 129

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.49% +7.23%
Feb 1995 - Jan 2012
+4.66%
Jun 2003 - May 2020
0.00%
0 out of 117

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.48% +7.18%
Jan 1995 - Dec 2012
+4.59%
Jan 2001 - Dec 2018
0.00%
0 out of 105

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.45% +6.86%
Jan 1995 - Dec 2013
+4.65%
Apr 2001 - Mar 2020
0.00%
0 out of 93

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.42% +6.66%
Jan 1995 - Dec 2014
+4.64%
Apr 2000 - Mar 2020
0.00%
0 out of 81

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

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