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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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