Last Update: 31 July 2022
The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.84% compound annual return, with a 4.59% standard deviation, in the last 30 Years.
The US Inflation Protection Portfolio obtained a 5.82% compound annual return, with a 5.91% standard deviation, in the last 30 Years.
Summary
| DFA Dimensional Retirement Income Fund Portfolio | US Inflation Protection Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 20.4% | 0% |
| Fixed Income | 79.6% | 100% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +5.84% | +5.82% |
| Std Dev | 4.59% | 5.91% | |
| Max Drawdown | -12.91% | -11.79% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| DFA Dimensional Retirement Income Fund Portfolio | +3.81 | -3.32 | -3.70 | +4.13 | +3.51 | +5.84 | +5.82 |
| US Inflation Protection Portfolio | +4.30 | -3.13 | -3.77 | +3.81 | +1.83 | +5.82 | +5.86 |
Capital Growth as of Jul 31, 2022
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since August 1992, now would be worth 5481.68$, with a total return of 448.17% (5.84% annualized).
US Inflation Protection Portfolio: an investment of 1000$, since August 1992, now would be worth 5450.72$, with a total return of 445.07% (5.82% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1992, now would be worth 5648.59$, with a total return of 464.86% (5.82% annualized).
US Inflation Protection Portfolio: an investment of 1000$, since January 1992, now would be worth 5705.45$, with a total return of 470.55% (5.86% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
DFA Dimensional Retirement Income Fund Portfolio |
US Inflation Protection Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.37% | Nov 2001 | Dec 2001 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -3.05% | Nov 2010 | Dec 2010 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
Drawdown comparison chart since January 1992.
DFA Dimensional Retirement Income Fund Portfolio |
US Inflation Protection Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.82% | Jan 1992 | Apr 1992 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.37% | Nov 2001 | Dec 2001 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -3.05% | Nov 2010 | Dec 2010 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | DFA Dimensional Retirement Income Fund Portfolio | US Inflation Protection Portfolio |
|---|---|---|
| 2022 |
-5.22% | -5.12% |
| 2021 |
+7.04% | +5.67% |
| 2020 |
+8.69% | +10.84% |
| 2019 |
+10.30% | +8.35% |
| 2018 |
-1.96% | -1.42% |
| 2017 |
+6.78% | +2.92% |
| 2016 |
+4.66% | +4.68% |
| 2015 |
-0.87% | -1.75% |
| 2014 |
+2.89% | +3.59% |
| 2013 |
+1.29% | -8.49% |
| 2012 |
+7.36% | +6.39% |
| 2011 |
+6.06% | +13.28% |
| 2010 |
+6.92% | +6.14% |
| 2009 |
+12.97% | +8.94% |
| 2008 |
-7.45% | +0.04% |
| 2007 |
+9.18% | +11.92% |
| 2006 |
+5.72% | +0.28% |
| 2005 |
+4.07% | +2.49% |
| 2004 |
+7.31% | +8.28% |
| 2003 |
+11.38% | +8.00% |
| 2002 |
+5.44% | +16.61% |
| 2001 |
+2.76% | +7.61% |
| 2000 |
+7.94% | +17.65% |
| 1999 |
+4.99% | -4.47% |
| 1998 |
+10.20% | +9.27% |
| 1997 |
+11.97% | +12.71% |
| 1996 |
+5.90% | +1.33% |
| 1995 |
+18.82% | +23.02% |
| 1994 |
-2.17% | -6.25% |
| 1993 |
+13.67% | +15.75% |
| 1992 |
+5.89% | +8.74% |