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
| 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
| 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 |
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.
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.
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.
| 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% |