Last Update: 31 July 2022

The DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.73% compound annual return, with a 8.89% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% standard deviation, in the last 30 Years.

Summary

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DFA Dimensional 2030 Retirement Income Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 55.9% 71%
Fixed Income 44.1% 29%
Commodities 0% 0%
30 Years Stats Return +7.73% +8.67%
Std Dev 8.89% 11.30%
Max Drawdown -31.78% -41.80%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
DFA Dimensional 2030 Retirement Income Portfolio +5.43 -7.22 -7.66 +6.44 +6.88 +7.73 +7.62
Burton Malkiel Late Sixties and Beyond Portfolio +5.34 -8.48 -8.70 +6.30 +7.49 +8.67 +8.59
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since August 1992, now would be worth 9331.33$, with a total return of 833.13% (7.73% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% annualized).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since January 1992, now would be worth 9443.34$, with a total return of 844.33% (7.62% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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DFA Dimensional 2030 Retirement Income Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.58% Feb 2020 Mar 2020
-9.50% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-8.22% Jul 1998 Aug 1998
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.57% Feb 2018 Dec 2018
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994

Drawdown comparison chart since January 1992.

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DFA Dimensional 2030 Retirement Income Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.58% Feb 2020 Mar 2020
-9.50% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-8.22% Jul 1998 Aug 1998
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.57% Feb 2018 Dec 2018
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year DFA Dimensional 2030 Retirement Income Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-10.41% -12.46%
2021
+12.36% +15.40%
2020
+13.87% +10.03%
2019
+18.74% +22.55%
2018
-4.97% -5.90%
2017
+14.85% +16.49%
2016
+7.26% +8.48%
2015
-1.32% -1.63%
2014
+5.23% +9.01%
2013
+11.66% +12.49%
2012
+12.36% +14.20%
2011
+2.36% +1.01%
2010
+10.90% +14.47%
2009
+22.15% +25.30%
2008
-21.57% -26.02%
2007
+10.20% +5.18%
2006
+11.79% +20.06%
2005
+7.33% +9.86%
2004
+11.75% +14.78%
2003
+22.57% +29.73%
2002
-4.09% -5.70%
2001
-3.94% +5.85%
2000
-0.49% +2.46%
1999
+15.39% +12.48%
1998
+15.08% +5.92%
1997
+14.36% +15.13%
1996
+10.23% +18.95%
1995
+22.89% +20.20%
1994
-1.78% -3.17%
1993
+19.97% +23.51%
1992
+3.96% +4.84%
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