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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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