Last Update: 31 July 2022
The Short Term Treasury Portfolio obtained a 3.22% compound annual return, with a 1.81% standard deviation, in the last 30 Years.
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.
Summary
| Short Term Treasury Portfolio | DFA Dimensional Retirement Income Fund Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20.4% |
| Fixed Income | 100% | 79.6% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +3.22% | +5.84% |
| Std Dev | 1.81% | 4.59% | |
| Max Drawdown | -3.71% | -12.91% | |
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(*) | |
|---|---|---|---|---|---|---|---|
| Short Term Treasury Portfolio | +0.41 | -1.92 | -3.31 | +0.82 | +0.66 | +3.22 | +3.30 |
| DFA Dimensional Retirement Income Fund Portfolio | +3.81 | -3.32 | -3.70 | +4.13 | +3.51 | +5.84 | +5.82 |
Capital Growth as of Jul 31, 2022
Short Term Treasury Portfolio: an investment of 1000$, since August 1992, now would be worth 2587.25$, with a total return of 158.72% (3.22% annualized).
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).
Short Term Treasury Portfolio: an investment of 1000$, since January 1992, now would be worth 2702.58$, with a total return of 170.26% (3.30% 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).
Drawdowns
Drawdown comparison chart since July 1992.
Short Term Treasury Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.71% | Jun 2021 | Jun 2022 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.23% | Feb 1994 | Apr 1994 | |||
| -2.13% | Aug 1997 | Aug 1997 | |||
| -2.01% | Aug 1998 | Aug 1998 | |||
| -1.95% | Sep 2014 | Sep 2014 | |||
| -1.91% | May 2010 | May 2010 | |||
| -1.82% | Feb 1999 | Feb 1999 | |||
| -1.74% | Dec 1996 | Mar 1997 | |||
| -1.66% | Apr 2000 | May 2000 | |||
| -1.65% | Jul 2003 | Jul 2003 | |||
| -1.59% | Aug 2001 | Sep 2001 | |||
Drawdown comparison chart since January 1992.
Short Term Treasury Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.71% | Jun 2021 | Jun 2022 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.39% | Jan 1992 | Mar 1992 | |||
| -2.23% | Feb 1994 | Apr 1994 | |||
| -2.13% | Aug 1997 | Aug 1997 | |||
| -2.01% | Aug 1998 | Aug 1998 | |||
| -1.95% | Sep 2014 | Sep 2014 | |||
| -1.91% | May 2010 | May 2010 | |||
| -1.82% | Feb 1999 | Feb 1999 | |||
| -1.74% | Dec 1996 | Mar 1997 | |||
| -1.66% | Apr 2000 | May 2000 | |||
| -1.65% | Jul 2003 | Jul 2003 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Short Term Treasury Portfolio | DFA Dimensional Retirement Income Fund Portfolio |
|---|---|---|
| 2022 |
-2.59% | -5.22% |
| 2021 |
-0.72% | +7.04% |
| 2020 |
+3.03% | +8.69% |
| 2019 |
+3.38% | +10.30% |
| 2018 |
+1.46% | -1.96% |
| 2017 |
+0.26% | +6.78% |
| 2016 |
+0.82% | +4.66% |
| 2015 |
+0.43% | -0.87% |
| 2014 |
+0.45% | +2.89% |
| 2013 |
+0.21% | +1.29% |
| 2012 |
+0.28% | +7.36% |
| 2011 |
+1.44% | +6.06% |
| 2010 |
+2.28% | +6.92% |
| 2009 |
+0.35% | +12.97% |
| 2008 |
+6.62% | -7.45% |
| 2007 |
+7.35% | +9.18% |
| 2006 |
+3.89% | +5.72% |
| 2005 |
+1.53% | +4.07% |
| 2004 |
+0.66% | +7.31% |
| 2003 |
+2.22% | +11.38% |
| 2002 |
+8.02% | +5.44% |
| 2001 |
+7.80% | +2.76% |
| 2000 |
+8.83% | +7.94% |
| 1999 |
+1.85% | +4.99% |
| 1998 |
+7.36% | +10.20% |
| 1997 |
+6.51% | +11.97% |
| 1996 |
+4.39% | +5.90% |
| 1995 |
+12.11% | +18.82% |
| 1994 |
-0.48% | -2.17% |
| 1993 |
+6.31% | +13.67% |
| 1992 |
+6.75% | +5.89% |