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 JL Collins Simple Path to Wealth Portfolio obtained a 8.98% compound annual return, with a 11.33% standard deviation, in the last 30 Years.

Summary

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DFA Dimensional 2030 Retirement Income Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 55.9% 75%
Fixed Income 44.1% 25%
Commodities 0% 0%
30 Years Stats Return +7.73% +8.98%
Std Dev 8.89% 11.33%
Max Drawdown -31.78% -38.53%

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
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.98 +9.07
(*) 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 1992, now would be worth 13203.59$, with a total return of 1220.36% (8.98% 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1991, now would be worth 14986.64$, with a total return of 1398.66% (9.07% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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DFA Dimensional 2030 Retirement Income Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-11.58% Feb 2020 Mar 2020
-10.58% Oct 2018 Dec 2018
-9.50% May 2011 Sep 2011
-8.22% Jul 1998 Aug 1998
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-4.80% Apr 2012 May 2012

Drawdown comparison chart since June 1991.

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DFA Dimensional 2030 Retirement Income Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-15.10% Sep 2000 Sep 2002
-15.03% Jan 2022 Jun 2022
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-11.58% Feb 2020 Mar 2020
-10.58% Oct 2018 Dec 2018
-9.50% May 2011 Sep 2011
-8.22% Jul 1998 Aug 1998
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-4.80% Apr 2012 May 2012

Yearly Returns

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

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Year DFA Dimensional 2030 Retirement Income Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-10.41% -12.53%
2021
+12.36% +18.79%
2020
+13.87% +17.70%
2019
+18.74% +25.21%
2018
-4.97% -3.94%
2017
+14.85% +16.80%
2016
+7.26% +10.25%
2015
-1.32% +0.41%
2014
+5.23% +10.86%
2013
+11.66% +24.56%
2012
+12.36% +13.13%
2011
+2.36% +2.71%
2010
+10.90% +14.62%
2009
+22.15% +22.58%
2008
-21.57% -26.02%
2007
+10.20% +5.76%
2006
+11.79% +12.84%
2005
+7.33% +5.33%
2004
+11.75% +10.65%
2003
+22.57% +24.06%
2002
-4.09% -13.29%
2001
-3.94% -6.12%
2000
-0.49% -5.08%
1999
+15.39% +17.67%
1998
+15.08% +19.59%
1997
+14.36% +25.61%
1996
+10.23% +16.62%
1995
+22.89% +31.38%
1994
-1.78% -0.79%
1993
+19.97% +10.39%
1992
+3.96% +8.62%
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