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 Roger Gibson Talmud Portfolio obtained a 8.67% compound annual return, with a 10.35% standard deviation, in the last 30 Years.

Summary

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DFA Dimensional 2030 Retirement Income Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 55.9% 66.67%
Fixed Income 44.1% 33.33%
Commodities 0% 0%
30 Years Stats Return +7.73% +8.67%
Std Dev 8.89% 10.35%
Max Drawdown -31.78% -40.17%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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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 +7.87
Roger Gibson Talmud Portfolio +6.59 -6.82 -6.58 +7.22 +7.99 +8.67 +8.80
(*) 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since August 1992, now would be worth 12119.52$, with a total return of 1111.95% (8.67% annualized).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since June 1991, now would be worth 10596.23$, with a total return of 959.62% (7.87% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since June 1991, now would be worth 13872.39$, with a total return of 1287.24% (8.80% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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DFA Dimensional 2030 Retirement Income Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-17.40% Jan 2022 Jun 2022
-15.16% Feb 2020 Mar 2020
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-11.58% Feb 2020 Mar 2020
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.50% May 2011 Sep 2011
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.22% Jul 1998 Aug 1998
-7.57% Sep 2018 Dec 2018
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001

Drawdown comparison chart since June 1991.

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DFA Dimensional 2030 Retirement Income Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-17.40% Jan 2022 Jun 2022
-15.16% Feb 2020 Mar 2020
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-11.58% Feb 2020 Mar 2020
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.50% May 2011 Sep 2011
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.22% Jul 1998 Aug 1998
-7.57% Sep 2018 Dec 2018
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year DFA Dimensional 2030 Retirement Income Portfolio Roger Gibson Talmud Portfolio
2022
-10.41% -11.96%
2021
+12.36% +21.44%
2020
+13.87% +8.02%
2019
+18.74% +22.79%
2018
-4.97% -3.78%
2017
+14.85% +9.90%
2016
+7.26% +7.99%
2015
-1.32% +1.11%
2014
+5.23% +16.24%
2013
+11.66% +11.22%
2012
+12.36% +12.41%
2011
+2.36% +5.83%
2010
+10.90% +17.33%
2009
+22.15% +20.87%
2008
-21.57% -22.37%
2007
+10.20% -1.40%
2006
+11.79% +18.42%
2005
+7.33% +6.88%
2004
+11.75% +15.93%
2003
+22.57% +23.46%
2002
-4.09% -2.82%
2001
-3.94% +3.27%
2000
-0.49% +9.05%
1999
+15.39% +6.34%
1998
+15.08% +5.18%
1997
+14.36% +19.74%
1996
+10.23% +19.46%
1995
+22.89% +22.03%
1994
-1.78% -3.74%
1993
+19.97% +13.33%
1992
+3.96% +10.28%
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