Last Update: 31 January 2020

The DFA Dimensional Retirement Income Fund Portfolio is exposed for 20.4% on the Stock Market.

It's a Low Risk portfolio and it can be replicated with 7 ETFs.

In the last 10 years, the portfolio obtained a 4.36% compound annual return, with a 3.56% standard deviation.

Asset Allocation and ETFs

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

20.4% Stocks
79.6% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
6.40 % DFUSX DFA US Large Company I Stocks
6.40 % DFEOX DFA US Core Equity 1 Stocks
3.80 % DFALX DFA Large Cap International I Stocks
1.90 % DFCEX DFA Emerging Markets Core Equity I Stocks
1.90 % DFIEX DFA International Core Equity I Stocks
47.60 % DIPSX DFA Inflation-Protected Securities I Fixed Income
32.00 % DFIHX DFA One-Year Fixed-Income I Fixed Income

Historical Returns

DFA Dimensional Retirement Income Fund 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 RETIREMENT INCOME FUND PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+0.78%
0.00%
1 - 0
3M
+2.54%
0.00%
3 - 0
6M
+3.69%
-0.02%
Sep 2019 - Sep 2019
5 - 1
YTD
+0.78%
0.00%
1 - 0
1Y
+8.40%
2.25%
-0.66%
May 2019 - May 2019
10 - 2
3Y
+4.79%
annualized
2.93%
-3.15%
Sep 2018 - Dec 2018
28 - 8
5Y
+3.55%
annualized
3.06%
-3.40%
May 2015 - Sep 2015
40 - 20
10Y
+4.36%
annualized
3.56%
-4.34%
May 2013 - Jun 2013
84 - 36
MAX
01 Jan 2007
+4.36%
annualized
4.66%
-12.91%
Jun 2008 - Feb 2009
110 - 47

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Edge Select Conservative
Merrill Lynch		 +4.92% 12 21 79 0
10-year Treasury
 +4.53% 1 0 100 0
Dimensional Retirement Income Fund
DFA		 +4.36% 7 20.4 79.6 0
Robo Advisor 20
Betterment		 +3.95% 12 19.9 80.1 0
Conservative Income
Charles Schwab		 +3.55% 6 5 95 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +4.17% +18.26%
Mar 2009 - Feb 2010 		-12.74%
Mar 2008 - Feb 2009 		16.44%
2 Years
 +4.05% +13.29%
Mar 2009 - Feb 2011 		-2.43%
Mar 2007 - Feb 2009 		2.99%
3 Years
 +4.29% +11.43%
Mar 2009 - Feb 2012 		+0.83%
Feb 2013 - Jan 2016 		0.00%
5 Years
 +4.16% +8.14%
Mar 2009 - Feb 2014 		+2.25%
Jan 2014 - Dec 2018 		0.00%
7 Years
 +4.11% +5.89%
Dec 2008 - Nov 2015 		+2.80%
Mar 2012 - Feb 2019 		0.00%
10 Years
 +4.26% +5.32%
Mar 2009 - Feb 2019 		+3.69%
Mar 2008 - Feb 2018 		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
 +0.78% 0.8
2019
 +10.30% 2.6 0.6 1.3 1.0 -0.7 2.0 0.2 0.5 0.0 0.6 0.7 1.1
2018
 -1.96% 0.5 -1.3 0.2 0.0 0.5 0.2 0.4 0.7 -0.5 -2.2 0.7 -1.2
2017
 +6.78% 1.1 0.8 0.2 0.7 0.4 -0.3 1.0 0.6 0.1 0.6 0.5 0.8
2016
 +4.66% -0.1 0.5 2.4 0.4 -0.3 1.2 1.1 -0.2 0.6 -0.6 -0.8 0.4
2015
 -0.87% 1.4 0.5 -0.4 0.9 -0.4 -0.9 0.3 -1.8 -0.8 1.5 -0.2 -1.0
2014
 +2.89% 0.4 1.2 -0.2 0.8 1.5 0.6 -0.4 0.9 -2.0 0.7 0.6 -1.0
2013
 +1.29% 0.7 0.2 0.8 0.9 -1.9 -2.5 1.7 -1.4 2.1 1.2 0.0 -0.3
2012
 +7.36% 2.4 0.9 -0.1 0.8 -1.0 0.7 1.0 0.6 1.0 0.2 0.6 0.2
2011
 +6.06% 0.6 1.0 0.5 2.1 0.0 0.1 1.6 -0.9 -2.0 2.8 0.3 0.0
2010
 +6.92% 0.0 0.1 1.3 1.5 -1.9 0.1 1.6 0.1 2.4 2.1 -1.0 0.6
2009
 +12.97% -1.3 -3.1 4.9 1.5 2.7 0.1 2.1 1.3 2.2 0.1 2.5 -0.5
2008
 -7.45% 0.8 0.6 0.0 -0.2 0.4 -0.7 -0.5 0.3 -4.0 -7.4 -0.6 4.0
2007
 +9.18% 0.6 0.9 0.7 1.3 0.3 -0.2 0.8 0.6 1.6 1.5 1.1 -0.3
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