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
| 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
| 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 |
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.
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.
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.
| 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% |