Last Update: 31 March 2024
The DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.52% compound annual return, with a 9.18% standard deviation, in the last 30 Years.
The Scott Burns Seven Value Portfolio obtained a 8.30% compound annual return, with a 11.29% standard deviation, in the last 30 Years.
Summary
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| DFA Dimensional 2030 Retirement Income Portfolio | Scott Burns Seven Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 55.9% | 71.5% |
| Fixed Income | 44.1% | 28.5% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.52% | +8.30% |
| Std Dev | 9.18% | 11.29% | |
| Max Drawdown | -31.78% | -41.22% | |
| All time Stats (Since Jan 1985) |
Return | +9.20% | +9.62% |
| Std Dev | 9.51% | 11.04% | |
| Max Drawdown | -31.78% | -41.22% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| DFA Dimensional 2030 Retirement Income Portfolio | +1.99 | +13.22 | +13.10 | +7.12 | +6.24 | +7.52 | +9.20 |
| Scott Burns Seven Value Portfolio | +3.58 | +13.09 | +13.44 | +8.55 | +6.87 | +8.30 | +9.62 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since April 1994,
now would be worth 8.79$, with a total return of 779.23%
(7.52% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since April 1994, now would be worth 10.95$, with a total return of 995.01% (8.30% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since April 1994, now would be worth 10.95$, with a total return of 995.01% (8.30% annualized).
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since January 1985,
now would be worth 31.67$, with a total return of 3067.19%
(9.20% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 36.79$, with a total return of 3579.16% (9.62% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 36.79$, with a total return of 3579.16% (9.62% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
DFA Dimensional 2030 Retirement Income Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -41.22% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 18.65 | |||||
| -31.78% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.71 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -20.34% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.56 | |||||
| -15.10% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 8.27 | |||||
| -15.04% | Feb 2001 | Sep 2002 (20) | Sep 2003 (32) | 7.83 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -14.02% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.89 | |||||
| -13.01% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 4.90 | |||||
| -11.58% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.21 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.50% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.01 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
| -8.22% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.93 | |||||
| -7.57% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.14 | |||||
| -7.06% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.54 | |||||
| -7.01% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.83 | |||||
| -5.25% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.49 | |||||
| -4.70% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.77 | |||||
| -4.61% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.60 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
DFA Dimensional 2030 Retirement Income Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -41.22% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 18.65 | |||||
| -31.78% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.71 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -20.34% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.56 | |||||
| -17.34% | Sep 1987 | Nov 1987 (3) | Dec 1988 (16) | 7.74 | |||||
| -15.36% | Sep 1987 | Nov 1987 (3) | Dec 1988 (16) | 6.93 | |||||
| -15.10% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 8.27 | |||||
| -15.04% | Feb 2001 | Sep 2002 (20) | Sep 2003 (32) | 7.83 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -14.02% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.89 | |||||
| -13.01% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 4.90 | |||||
| -11.58% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.21 | |||||
| -10.69% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.65 | |||||
| -9.72% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.24 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.50% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.01 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
| -8.22% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.93 | |||||
| -7.57% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.14 | |||||
| -7.46% | Jan 1990 | Apr 1990 (4) | Jul 1990 (7) | 3.99 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.31%
|
0.00% |
+5.06%
|
-0.78% |
| 2023 |
+14.37%
|
-6.80% |
+10.67%
|
-7.06% |
| 2022 |
-15.68%
|
-20.34% |
-3.63%
|
-14.49% |
| 2021 |
+12.36%
|
-2.79% |
+22.53%
|
-2.24% |
| 2020 |
+13.87%
|
-11.58% |
+1.86%
|
-20.44% |
| 2019 |
+18.74%
|
-2.99% |
+19.31%
|
-3.92% |
| 2018 |
-4.97%
|
-7.57% |
-6.81%
|
-9.57% |
| 2017 |
+14.85%
|
0.00% |
+10.75%
|
-0.38% |
| 2016 |
+7.26%
|
-2.45% |
+11.54%
|
-3.28% |
| 2015 |
-1.32%
|
-6.97% |
-3.57%
|
-9.07% |
| 2014 |
+5.23%
|
-2.58% |
+7.89%
|
-3.60% |
| 2013 |
+11.66%
|
-3.78% |
+14.33%
|
-3.26% |
| 2012 |
+12.36%
|
-4.05% |
+12.77%
|
-5.25% |
| 2011 |
+2.36%
|
-9.50% |
+3.05%
|
-14.02% |
| 2010 |
+10.90%
|
-6.53% |
+15.52%
|
-8.80% |
| 2009 |
+22.15%
|
-11.27% |
+23.22%
|
-16.01% |
| 2008 |
-21.57%
|
-25.38% |
-27.82%
|
-32.22% |
| 2007 |
+10.20%
|
-1.97% |
+8.29%
|
-3.44% |
| 2006 |
+11.79%
|
-2.25% |
+17.32%
|
-2.23% |
| 2005 |
+7.33%
|
-2.02% |
+12.65%
|
-3.52% |
| 2004 |
+11.75%
|
-3.31% |
+18.27%
|
-3.80% |
| 2003 |
+22.57%
|
-1.69% |
+25.26%
|
-1.84% |
| 2002 |
-4.09%
|
-9.28% |
-5.96%
|
-12.60% |
| 2001 |
-3.94%
|
-11.17% |
-4.35%
|
-10.12% |
| 2000 |
-0.49%
|
-5.91% |
+8.17%
|
-4.20% |
| 1999 |
+15.39%
|
-2.49% |
+10.89%
|
-3.22% |
| 1998 |
+15.08%
|
-8.22% |
+6.19%
|
-13.01% |
| 1997 |
+14.36%
|
-4.20% |
+14.55%
|
-2.60% |
| 1996 |
+10.23%
|
-2.48% |
+17.33%
|
-2.26% |
| 1995 |
+22.89%
|
-0.22% |
+22.68%
|
-1.40% |
| 1994 |
-1.78%
|
-6.92% |
-2.08%
|
-7.04% |
| 1993 |
+19.97%
|
-2.72% |
+19.57%
|
-4.28% |
| 1992 |
+3.96%
|
-4.06% |
+7.31%
|
-2.91% |
| 1991 |
+26.29%
|
-3.29% |
+20.27%
|
-3.54% |
| 1990 |
-2.02%
|
-10.69% |
-5.60%
|
-9.72% |
| 1989 |
+23.94%
|
-0.66% |
+21.02%
|
-1.39% |
| 1988 |
+14.85%
|
-2.75% |
+16.18%
|
-2.10% |
| 1987 |
+4.04%
|
-15.36% |
+5.84%
|
-17.34% |
| 1986 |
+23.82%
|
-4.63% |
+23.44%
|
-3.19% |
| 1985 |
+31.63%
|
-1.43% |
+28.48%
|
-1.76% |
