Last Update: 30 September 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 4.23% compound annual return, with a 3.83% standard deviation.

In 2019, the portfolio granted a 2.41% dividend yield. If you are interested in getting periodic income, please refer to the DFA Dimensional Retirement Income Fund Portfolio: Dividend Yield page.

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 % DFIEX DFA International Core Equity I Stocks
1.90 % DFCEX DFA Emerging Markets 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
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The DFA Dimensional Retirement Income Fund Portfolio guaranteed the following returns.

DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
DFA Dimensional Retirement Income Fund Portfolio -0.82 +3.10 +8.94 +7.20 +4.91 +4.89 +4.23
Components
DFUSX - DFA US Large Company I -3.80 +8.91 +31.29 +15.09 +12.22 +14.09 +13.67
DFEOX - DFA US Core Equity 1 -3.58 +8.16 +32.13 +9.14 +8.65 +11.80 +12.51
DFALX - DFA Large Cap International I -2.23 +5.23 +23.40 +0.73 +0.57 +5.44 +4.50
DFIEX - DFA International Core Equity I -2.04 +6.81 +26.78 +0.35 -1.17 +5.28 +4.70
DFCEX - DFA Emerging Markets Core Equity I -0.77 +8.47 +30.99 +3.82 -0.18 +7.17 +1.81
DIPSX - DFA Inflation-Protected Securities I -0.44 +3.30 +8.03 +10.45 +5.98 +4.68 +3.68
DFIHX - DFA One-Year Fixed-Income I +0.01 +0.04 +0.23 +1.04 +1.65 +1.31 +0.92
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the DFA Dimensional Retirement Income Fund Portfolio: Dividend Yield page.

Historical Returns

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

DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO
Last Update: 30 September 2020
Swipe left to see all data
Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.82%
-0.82%
Sep 2020 - Sep 2020
0 - 1
3M
+3.10%
-0.82%
Sep 2020 - Sep 2020
2 - 1
6M
+8.94%
-0.82%
Sep 2020 - Sep 2020
5 - 1
YTD
+4.69%
-4.64%
Feb 2020 - Mar 2020
6 - 3
1Y
+7.20%
5.80%
-4.64%
Feb 2020 - Mar 2020
9 - 3
3Y
+4.91%
annualized
4.39%
-4.64%
Feb 2020 - Mar 2020
26 - 10
5Y
+4.89%
annualized
3.79%
-4.64%
Feb 2020 - Mar 2020
42 - 18
10Y
+4.23%
annualized
3.83%
-4.64%
Feb 2020 - Mar 2020
82 - 38
MAX
01 Jan 2007
+4.44%
annualized
4.81%
-12.91%
Jun 2008 - Feb 2009
115 - 50

* Annualized St.Dev. of monthly returns

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+3.60% 19.9 80.1 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

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
+4.24% +18.26%
Mar 2009 - Feb 2010
-12.74%
Mar 2008 - Feb 2009
15.58%
2 Years
+4.09% +13.29%
Mar 2009 - Feb 2011
-2.43%
Mar 2007 - Feb 2009
2.82%
3 Years
+4.28% +11.43%
Mar 2009 - Feb 2012
+0.83%
Feb 2013 - Jan 2016
0.00%
5 Years
+4.13% +8.14%
Mar 2009 - Feb 2014
+2.25%
Jan 2014 - Dec 2018
0.00%
7 Years
+4.04% +5.89%
Dec 2008 - Nov 2015
+2.41%
Apr 2013 - Mar 2020
0.00%
10 Years
+4.25% +5.32%
Mar 2009 - Feb 2019
+3.69%
Mar 2008 - Feb 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

DFA Dimensional Retirement Income Fund Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.7 0.1 0.6 1.1 0.1 0.1 0.9 0.2 0.0 0.1 0.3 0.2
Best 2.6
2019
1.2
2014
4.9
2009
3.2
2020
2.7
2009
2.0
2019
2.1
2009
1.9
2020
2.4
2010
2.8
2011
2.5
2009
4.0
2008
Worst -1.3
2009
-3.1
2009
-3.6
2020
-0.2
2008
-1.9
2010
-2.5
2013
-0.5
2008
-1.8
2015
-4.0
2008
-7.4
2008
-1.0
2010
-1.2
2018
Gain
Frequency
86 79 71 86 50 64 86 71 50 77 69 46

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+4.69% 0.8 -1.1 -3.6 3.2 1.3 1.1 2.0 1.9 -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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