DFA Dimensional 2030 Retirement Income vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.29% compound annual return, with a 9.22% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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DFA Dimensional 2030 Retirement Income Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk High High
Asset Allocation Stocks 55.9% 40%
Fixed Income 44.1% 40%
Commodities 0% 20%
30 Years Stats Return +7.29% +7.56%
Std Dev 9.22% 7.73%
Max Drawdown -31.78% -17.79%
All time Stats
(Since Jan 1985)
Return +9.17% +8.57%
Std Dev 9.52% 7.64%
Max Drawdown -31.78% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
DFA Dimensional 2030 Retirement Income Portfolio +2.11 +7.41 +14.09 +7.03 +6.06 +7.29 +9.17
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since March 1994, now would be worth 8.26$, with a total return of 725.76% (7.29% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since January 1985, now would be worth 31.05$, with a total return of 3005.35% (9.17% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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DFA Dimensional 2030 Retirement Income Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.78% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.71
-20.34% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.10% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.27
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.58% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.21
-9.50% May 2011 Sep 2011 (5) Jan 2012 (9) 4.01
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.22% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.93
-7.57% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.14
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.01% May 2015 Jan 2016 (9) Jul 2016 (15) 3.83
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.40% Apr 2000 May 2000 (2) Aug 2000 (5) 2.44
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.21% Mar 1994 Jun 1994 (4) Aug 1994 (6) 3.00
-4.20% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.02

Drawdown comparison chart since January 1985.

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DFA Dimensional 2030 Retirement Income Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.78% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.71
-20.34% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.36% Sep 1987 Nov 1987 (3) Dec 1988 (16) 6.93
-15.10% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.27
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.58% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.21
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.69% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.65
-9.50% May 2011 Sep 2011 (5) Jan 2012 (9) 4.01
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.22% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.93
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.57% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.14
-7.46% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.99
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.01% May 2015 Jan 2016 (9) Jul 2016 (15) 3.83
-6.92% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.69
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+2.27%
0.00%
-0.45%
-1.54%
2023
+14.37%
-6.80%
+11.98%
-8.07%
2022
-15.68%
-20.34%
-13.35%
-17.79%
2021
+12.36%
-2.79%
+9.35%
-2.45%
2020
+13.87%
-11.58%
+13.93%
-7.16%
2019
+18.74%
-2.99%
+18.03%
-1.83%
2018
-4.97%
-7.57%
-4.03%
-6.37%
2017
+14.85%
0.00%
+10.96%
-0.32%
2016
+7.26%
-2.45%
+10.82%
-3.36%
2015
-1.32%
-6.97%
-3.71%
-6.25%
2014
+5.23%
-2.58%
+9.13%
-3.27%
2013
+11.66%
-3.78%
+6.26%
-3.84%
2012
+12.36%
-4.05%
+8.84%
-2.43%
2011
+2.36%
-9.50%
+8.86%
-3.00%
2010
+10.90%
-6.53%
+16.54%
-2.77%
2009
+22.15%
-11.27%
+10.77%
-10.16%
2008
-21.57%
-25.38%
-4.18%
-13.53%
2007
+10.20%
-1.97%
+9.58%
-2.06%
2006
+11.79%
-2.25%
+12.44%
-2.71%
2005
+7.33%
-2.02%
+8.04%
-1.76%
2004
+11.75%
-3.31%
+9.88%
-4.36%
2003
+22.57%
-1.69%
+18.85%
-2.72%
2002
-4.09%
-9.28%
+3.15%
-6.86%
2001
-3.94%
-11.17%
+2.71%
-4.99%
2000
-0.49%
-5.91%
+6.88%
-3.64%
1999
+15.39%
-2.49%
+4.24%
-3.38%
1998
+15.08%
-8.22%
+8.03%
-9.44%
1997
+14.36%
-4.20%
+13.09%
-2.50%
1996
+10.23%
-2.48%
+8.18%
-2.60%
1995
+22.89%
-0.22%
+21.86%
-0.40%
1994
-1.78%
-6.92%
-1.98%
-4.64%
1993
+19.97%
-2.72%
+14.50%
-1.37%
1992
+3.96%
-4.06%
+9.15%
-1.58%
1991
+26.29%
-3.29%
+19.14%
-1.63%
1990
-2.02%
-10.69%
-2.51%
-7.94%
1989
+23.94%
-0.66%
+14.78%
-0.89%
1988
+14.85%
-2.75%
+9.18%
-1.64%
1987
+4.04%
-15.36%
+5.10%
-10.93%
1986
+23.82%
-4.63%
+17.75%
-2.42%
1985
+31.63%
-1.43%
+25.09%
-1.93%