Last Update: 31 May 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 3.82% 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 % DFEOX DFA US Core Equity 1 Stocks
6.40 % DFUSX DFA US Large Company I 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

Portfolio and ETF Returns

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

DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
DFA Dimensional Retirement Income Fund Portfolio +1.31 +0.83 +1.53 +5.69 +3.94 +3.38 +4.23
Components
DFEOX - DFA US Core Equity 1 +5.32 +0.80 -6.69 +7.21 +7.18 +7.45 +11.89
DFUSX - DFA US Large Company I +4.79 +3.57 -2.15 +12.75 +10.16 +9.81 +13.08
DFALX - DFA Large Cap International I +5.64 -4.24 -11.40 -2.52 -0.15 +0.83 +5.11
DFIEX - DFA International Core Equity I +5.99 -5.52 -13.32 -4.45 -1.77 +0.65 +5.23
DFCEX - DFA Emerging Markets Core Equity I +1.74 -9.27 -13.45 -9.54 -2.72 -0.24 +2.27
DIPSX - DFA Inflation-Protected Securities I +0.80 +1.78 +5.58 +7.87 +4.34 +3.40 +3.69
DFIHX - DFA One-Year Fixed-Income I +0.13 +0.29 +0.73 +1.88 +1.79 +1.34 +0.98
(*) 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: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.31%
0.00%
1 - 0
3M
+0.83%
-3.55%
Mar 2020 - Mar 2020
2 - 1
6M
+1.53%
-4.64%
Feb 2020 - Mar 2020
4 - 2
YTD
+0.47%
-4.64%
Feb 2020 - Mar 2020
3 - 2
1Y
+5.69%
5.48%
-4.64%
Feb 2020 - Mar 2020
9 - 3
3Y
+3.94%
annualized
4.15%
-4.64%
Feb 2020 - Mar 2020
26 - 10
5Y
+3.38%
annualized
3.79%
-4.64%
Feb 2020 - Mar 2020
40 - 20
10Y
+4.23%
annualized
3.82%
-4.64%
Feb 2020 - Mar 2020
83 - 37
MAX
01 Jan 2007
+4.23%
annualized
4.81%
-12.91%
Jun 2008 - Feb 2009
112 - 49

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
High Yield Bonds Income
+6.14% 4 0 100 0 Compare
10-year Treasury
+4.88% 1 0 100 0 Compare
Edge Select Conservative
Merrill Lynch
+4.71% 12 21 79 0 Compare
Dimensional Retirement Income Fund
DFA
+4.23% 7 20.4 79.6 0
Robo Advisor 20
Betterment
+3.74% 12 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
+4.17% +18.26%
Mar 2009 - Feb 2010
-12.74%
Mar 2008 - Feb 2009
16.00%
2 Years
+4.04% +13.29%
Mar 2009 - Feb 2011
-2.43%
Mar 2007 - Feb 2009
2.90%
3 Years
+4.27% +11.43%
Mar 2009 - Feb 2012
+0.83%
Feb 2013 - Jan 2016
0.00%
5 Years
+4.12% +8.14%
Mar 2009 - Feb 2014
+2.25%
Jan 2014 - Dec 2018
0.00%
7 Years
+4.05% +5.89%
Dec 2008 - Nov 2015
+2.41%
Apr 2013 - Mar 2020
0.00%
10 Years
+4.24% +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
+0.47% 0.8 -1.1 -3.6 3.2 1.3
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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