Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 01 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.89%
1 Day
Jul 01 2022
0.89%
Current Month
July 2022
The DFA Dimensional Retirement Income Fund Portfolio is a Low Risk portfolio and can be implemented with 7 ETFs.
It's exposed for 20.4% on the Stock Market.
In the last 30 Years, the DFA Dimensional Retirement Income Fund Portfolio obtained a 5.79% compound annual return, with a 4.57% standard deviation.
Asset Allocation and ETFs
The DFA Dimensional Retirement Income Fund Portfolio has the following asset allocation:
The DFA Dimensional Retirement Income Fund Portfolio can be implemented 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 |
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.
According to the available data source, let's assume we built the portfolio on January 1992.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 01 2022
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| DFA Dimensional Retirement Income Fund Portfolio | 0.89 | 0.89 | -3.35 | -8.69 | -5.64 | 3.56 | 3.23 | 5.79 | |
| US Inflation Adjusted return | -3.35 | -12.25 | -12.29 | -0.05 | 0.75 | 3.24 | |||
| Components | |||||||||
|
DFUSX DFA US Large Company I |
1.04 | Jul 01 2022 | 1.04 | -8.26 | -19.98 | -10.69 | 11.25 | 12.89 | 9.77 |
|
DFEOX DFA US Core Equity 1 |
1.02 | Jul 01 2022 | 1.02 | -8.82 | -18.69 | -11.17 | 10.18 | 12.46 | 9.74 |
|
DFALX DFA Large Cap International I |
0.09 | Jul 01 2022 | 0.09 | -9.31 | -17.50 | -15.71 | 3.01 | 5.62 | 5.50 |
|
DFCEX DFA Emerging Markets Core Equity I |
-0.67 | Jul 01 2022 | -0.67 | -7.37 | -15.12 | -19.75 | 2.91 | 3.80 | 7.02 |
|
DFIEX DFA International Core Equity I |
0.00 | Jul 01 2022 | 0.00 | -9.88 | -17.88 | -16.34 | 2.54 | 6.18 | 5.42 |
|
DIPSX DFA Inflation-Protected Securities I |
1.55 | Jul 01 2022 | 1.55 | -3.26 | -9.37 | -5.70 | 3.14 | 1.67 | 5.92 |
|
DFIHX DFA One-Year Fixed-Income I |
0.10 | Jul 01 2022 | 0.10 | -0.41 | -1.45 | -1.64 | 0.72 | 0.63 | 2.81 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the DFA Dimensional Retirement Income Fund Portfolio granted a 3.41% dividend yield. If you are interested in getting periodic income, please refer to the DFA Dimensional Retirement Income Fund Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of DFA Dimensional Retirement Income Fund Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-3.35
|
-3.35
|
-3.35
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-6.09
|
-7.31
|
-6.09
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-8.69
|
-12.25
|
-8.69
Jan 2022 - Jun 2022
|
0 - 6
|
|
|
YTD
|
-8.69
|
-12.25
|
-8.69
Jan 2022 - Jun 2022
|
0 - 6
|
|
|
1Y
|
-5.64
|
-12.29
|
5.37
|
-8.69
Jan 2022 - Jun 2022
|
4 - 8
33% pos
|
|
3Y(*)
|
3.08
|
-1.37
|
5.26
|
-8.69
Jan 2022 - Jun 2022
|
22 - 14
61% pos
|
|
5Y(*)
|
3.56
|
-0.05
|
4.63
|
-8.69
Jan 2022 - Jun 2022
|
40 - 20
67% pos
|
|
10Y(*)
|
3.23
|
0.75
|
4.06
|
-8.69
Jan 2022 - Jun 2022
|
79 - 41
66% pos
|
|
15Y(*)
|
3.91
|
1.58
|
4.93
|
-12.91
Jun 2008 - Feb 2009
|
121 - 59
67% pos
|
|
20Y(*)
|
4.68
|
2.17
|
4.62
|
-12.91
Jun 2008 - Feb 2009
|
165 - 75
69% pos
|
|
25Y(*)
|
5.11
|
2.63
|
4.53
|
-12.91
Jun 2008 - Feb 2009
|
205 - 95
68% pos
|
|
30Y(*)
|
5.79
|
3.24
|
4.57
|
-12.91
Jun 2008 - Feb 2009
|
251 - 109
70% pos
|
|
MAX(*)
01 Jan 1992
|
5.71
|
3.16
|
4.57
|
-12.91
Jun 2008 - Feb 2009
|
255 - 111
70% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 5418.17$, with a total return of 441.82% (5.79% annualized).
The Inflation Adjusted Capital now would be 2604.30$, with a net total return of 160.43% (3.24% annualized).
The Inflation Adjusted Capital now would be 2604.30$, with a net total return of 160.43% (3.24% annualized).
An investment of 1000$, since January 1992,
now would be worth 5441.39$, with a total return of 444.14% (5.71% annualized).
The Inflation Adjusted Capital now would be 2579.99$, with a net total return of 158.00% (3.16% annualized).
The Inflation Adjusted Capital now would be 2579.99$, with a net total return of 158.00% (3.16% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -12.91% | Jun 2008 | Feb 2009 | 9 | Sep 2009 | 7 | 16 |
| -8.69% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -6.09% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
| -4.64% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
| -4.34% | May 2013 | Jun 2013 | 2 | Feb 2014 | 8 | 10 |
| -3.41% | May 2015 | Sep 2015 | 5 | Jun 2016 | 9 | 14 |
| -3.15% | Sep 2018 | Dec 2018 | 4 | Mar 2019 | 3 | 7 |
| -3.06% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -2.88% | Aug 2011 | Sep 2011 | 2 | Nov 2011 | 2 | 4 |
| -2.13% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -2.01% | Aug 1998 | Aug 1998 | 1 | Sep 1998 | 1 | 2 |
| -1.95% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
| -1.91% | May 2010 | May 2010 | 1 | Sep 2010 | 4 | 5 |
| -1.82% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -1.74% | Dec 1996 | Mar 1997 | 4 | Apr 1997 | 1 | 5 |
| -1.66% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -1.65% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
| -1.59% | Aug 2001 | Sep 2001 | 2 | Oct 2001 | 1 | 3 |
| -1.57% | Feb 1996 | Mar 1996 | 2 | Sep 1996 | 6 | 8 |
| -1.57% | Feb 2001 | Mar 2001 | 2 | Apr 2001 | 1 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -12.91% | Jun 2008 | Feb 2009 | 9 | Sep 2009 | 7 | 16 |
| -8.69% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -6.09% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
| -4.64% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
| -4.34% | May 2013 | Jun 2013 | 2 | Feb 2014 | 8 | 10 |
| -3.41% | May 2015 | Sep 2015 | 5 | Jun 2016 | 9 | 14 |
| -3.15% | Sep 2018 | Dec 2018 | 4 | Mar 2019 | 3 | 7 |
| -3.06% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -2.88% | Aug 2011 | Sep 2011 | 2 | Nov 2011 | 2 | 4 |
| -2.39% | Jan 1992 | Mar 1992 | 3 | May 1992 | 2 | 5 |
| -2.13% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -2.01% | Aug 1998 | Aug 1998 | 1 | Sep 1998 | 1 | 2 |
| -1.95% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
| -1.91% | May 2010 | May 2010 | 1 | Sep 2010 | 4 | 5 |
| -1.82% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -1.74% | Dec 1996 | Mar 1997 | 4 | Apr 1997 | 1 | 5 |
| -1.66% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -1.65% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
| -1.59% | Aug 2001 | Sep 2001 | 2 | Oct 2001 | 1 | 3 |
| -1.57% | Feb 1996 | Mar 1996 | 2 | Sep 1996 | 6 | 8 |
Rolling Returns ( more details)
DFA Dimensional Retirement Income Fund Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
6.19 |
18.82 Jan 1995 - Dec 1995 |
-12.74 Mar 2008 - Feb 2009 |
9.30% |
| 2 Years |
6.03 |
13.38 Dec 1994 - Nov 1996 |
-2.44 Mar 2007 - Feb 2009 |
1.75% |
| 3 Years |
5.98 |
12.10 Jan 1995 - Dec 1997 |
0.33 Mar 2006 - Feb 2009 |
0.00% |
| 5 Years |
5.90 |
10.27 Jan 1995 - Dec 1999 |
2.16 Mar 2004 - Feb 2009 |
0.00% |
| 7 Years |
5.80 |
9.60 May 1992 - Apr 1999 |
2.41 Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
5.78 |
8.58 Jan 1995 - Dec 2004 |
3.23 Jul 2012 - Jun 2022 |
0.00% |
| 15 Years |
5.75 |
7.88 May 1992 - Apr 2007 |
3.91 Jul 2007 - Jun 2022 |
0.00% |
| 20 Years |
5.78 |
7.25 May 1992 - Apr 2012 |
4.64 Apr 2000 - Mar 2020 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the DFA Dimensional Retirement Income Fund Portfolio: Rolling Returns page.
Seasonality
DFA Dimensional Retirement Income Fund Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.59 74% |
0.21 71% |
0.26 58% |
0.70 81% |
0.47 61% |
0.27 71% |
0.76 73% |
0.47 73% |
0.26 60% |
0.40 73% |
0.60 73% |
0.70 67% |
| Best Year |
2.5 2019 |
2.0 1993 |
4.9 2009 |
3.2 2020 |
3.5 2003 |
2.1 2000 |
3.6 1997 |
2.9 1993 |
2.4 1997 |
2.8 2011 |
2.9 2020 |
4.0 2008 |
| Worst Year |
-2.0 2022 |
-3.1 2009 |
-3.6 2020 |
-3.1 2004 |
-1.9 2010 |
-3.4 2022 |
-1.6 2003 |
-2.1 1997 |
-4.0 2008 |
-7.4 2008 |
-1.4 1993 |
-1.2 2018 |
Statistics calculated for the period Jan 1992 - Jun 2022
Monthly/Yearly Returns
DFA Dimensional Retirement Income Fund Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
255 Positive Months (70%) - 111 Negative Months (30%)
Jan 1992 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-8.69 | -12.25 | -2.0 | -0.1 | -0.7 | -2.7 | -0.1 | -3.4 | ||||||
| 2021 |
+7.04 | -0.06 | 0.2 | -0.2 | 0.6 | 1.7 | 0.9 | 0.3 | 1.7 | 0.4 | -1.3 | 1.5 | -0.1 | 1.1 |
| 2020 |
+8.69 | +7.32 | 0.8 | -1.1 | -3.6 | 3.2 | 1.3 | 1.1 | 2.0 | 1.9 | -0.8 | -0.7 | 2.9 | 1.7 |
| 2019 |
+10.30 | +7.86 | 2.5 | 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 | -3.80 | 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 | +4.56 | 1.1 | 0.8 | 0.2 | 0.7 | 0.4 | -0.3 | 0.9 | 0.6 | 0.1 | 0.6 | 0.5 | 0.8 |
| 2016 |
+4.66 | +2.55 | -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 | -1.50 | 1.4 | 0.5 | -0.4 | 0.9 | -0.3 | -0.9 | 0.3 | -1.8 | -0.8 | 1.5 | -0.2 | -1.0 |
| 2014 |
+2.89 | +2.23 | 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 | -0.22 | 0.7 | 0.2 | 0.7 | 0.9 | -1.9 | -2.5 | 1.7 | -1.4 | 2.1 | 1.2 | 0.0 | -0.3 |
| 2012 |
+7.36 | +5.50 | 2.4 | 0.8 | -0.1 | 0.8 | -1.0 | 0.7 | 1.0 | 0.6 | 1.0 | 0.2 | 0.6 | 0.2 |
| 2011 |
+6.06 | +2.91 | 0.6 | 1.0 | 0.5 | 2.0 | 0.0 | 0.1 | 1.6 | -0.9 | -2.0 | 2.8 | 0.3 | 0.0 |
| 2010 |
+6.92 | +5.41 | 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 | +9.88 | -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 | -7.43 | 0.8 | 0.6 | 0.0 | -0.2 | 0.4 | -0.6 | -0.5 | 0.3 | -4.0 | -7.4 | -0.6 | 4.0 |
| 2007 |
+9.18 | +4.87 | 0.6 | 0.9 | 0.7 | 1.3 | 0.3 | -0.2 | 0.8 | 0.6 | 1.6 | 1.5 | 1.0 | -0.3 |
| 2006 |
+5.72 | +3.11 | 1.1 | 0.1 | -0.4 | 0.6 | -0.7 | 0.3 | 0.9 | 1.4 | 0.5 | 0.9 | 1.2 | -0.5 |
| 2005 |
+4.07 | +0.71 | -0.4 | 0.4 | -0.4 | 0.6 | 0.9 | 0.5 | -0.4 | 1.4 | 0.5 | -1.1 | 0.9 | 1.0 |
| 2004 |
+7.31 | +3.84 | 1.0 | 1.5 | 0.7 | -3.1 | 1.2 | 0.3 | -0.2 | 1.6 | 0.4 | 1.1 | 0.9 | 1.7 |
| 2003 |
+11.38 | +9.15 | -0.3 | 1.5 | -0.8 | 1.6 | 3.5 | 0.1 | -1.6 | 1.4 | 1.7 | 1.6 | 0.4 | 1.9 |
| 2002 |
+5.44 | +2.88 | -0.1 | 0.7 | 0.4 | 0.9 | 0.8 | -0.4 | -0.5 | 2.0 | -0.4 | -0.3 | 0.9 | 1.2 |
| 2001 |
+2.76 | +1.14 | 1.8 | -0.8 | -0.8 | 1.8 | 0.6 | -0.4 | 0.6 | -0.6 | -1.0 | 1.8 | -0.1 | -0.2 |
| 2000 |
+7.94 | +4.36 | -0.8 | 1.6 | 2.6 | -1.1 | -0.6 | 2.1 | 0.2 | 2.1 | -0.8 | 0.5 | 0.2 | 1.7 |
| 1999 |
+4.99 | +2.26 | 0.9 | -1.8 | 1.2 | 1.5 | -1.2 | 0.9 | -0.5 | -0.2 | 0.4 | 1.5 | 0.7 | 1.5 |
| 1998 |
+10.20 | +8.46 | 1.1 | 1.4 | 1.2 | 0.6 | 0.1 | 1.1 | 0.1 | -2.0 | 2.1 | 1.4 | 1.7 | 1.1 |
| 1997 |
+11.97 | +10.10 | 0.6 | 0.3 | -1.6 | 2.1 | 2.0 | 2.0 | 3.6 | -2.1 | 2.4 | -0.1 | 1.1 | 1.1 |
| 1996 |
+5.90 | +2.44 | 0.8 | -1.4 | -0.1 | 0.0 | 0.2 | 1.0 | -0.8 | 0.0 | 2.4 | 2.1 | 2.8 | -1.1 |
| 1995 |
+18.82 | +15.88 | 1.5 | 1.8 | 1.3 | 1.4 | 3.3 | 0.8 | 0.8 | 1.0 | 1.5 | 0.6 | 1.8 | 1.6 |
| 1994 |
-2.17 | -4.65 | 2.4 | -2.4 | -3.0 | -0.3 | 0.0 | -0.4 | 2.1 | 0.9 | -1.8 | 0.4 | -0.8 | 1.0 |
| 1993 |
+13.67 | +10.57 | 1.7 | 2.0 | 1.2 | 0.8 | 0.5 | 2.0 | 1.2 | 2.9 | 0.0 | 0.8 | -1.4 | 1.4 |
| 1992 |
+5.89 | +2.84 | -1.8 | 0.6 | -1.2 | 0.3 | 2.3 | 0.3 | 2.6 | 0.6 | 1.1 | -1.3 | 0.7 | 1.7 |
Portofolio Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- DFUSX - DFA US Large Company I: simulated historical serie, up to December 1999
- DFEOX - DFA US Core Equity 1: simulated historical serie, up to December 2005
- DFCEX - DFA Emerging Markets Core Equity I: simulated historical serie, up to December 2005
- DFIEX - DFA International Core Equity I: simulated historical serie, up to December 2005
- DIPSX - DFA Inflation-Protected Securities I: simulated historical serie, up to December 2006
Portfolio efficiency
Is the DFA Dimensional Retirement Income Fund Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The DFA Dimensional Retirement Income Fund Portfolio is classified as Low Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Low Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+5.11%
(+2.63%) |
Average : 2.8 / 5
|
Bad : 1.6 / 5
|
| Standard Deviation over 25 Years |
4.53% |
Bad : 1.9 / 5
|
Excellent : 4.6 / 5
|
| Maximum Drawdown over 25 Years |
-12.91% |
Bad : 1.8 / 5
|
Excellent : 4.4 / 5
|
| Easy to manage | 7 ETFs |
Bad : 2 / 5
|
Bad : 2 / 5
|
| Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
High Yield Bonds Income |
+0.69 | +6.91 | -23.97 | 0 | 100 | 0 | ||
|
All Country World 20/80 |
+0.43 | +6.10 | -14.04 | 20 | 80 | 0 | ||
|
Stocks/Bonds 20/80 |
+0.89 | +5.93 | -12.54 | 20 | 80 | 0 | ||
|
US Inflation Protection |
+1.49 | +5.80 | -11.79 | 0 | 100 | 0 | ||
|
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.