Last Update: 31 July 2022

The Stocks/Bonds 20/80 Portfolio obtained a 5.97% compound annual return, with a 4.46% 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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Stocks/Bonds 20/80 Portfolio DFA Dimensional Retirement Income Fund Portfolio
Risk Low Low
Asset Allocation Stocks 20% 20.4%
Fixed Income 80% 79.6%
Commodities 0% 0%
30 Years Stats Return +5.97% +5.84%
Std Dev 4.46% 4.59%
Max Drawdown -12.54% -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(*)
Stocks/Bonds 20/80 Portfolio +3.63 -6.69 -8.74 +3.55 +4.02 +5.97 +6.00
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

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 5698.09$, with a total return of 469.81% (5.97% 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 5936.70$, with a total return of 493.67% (6.00% 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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Stocks/Bonds 20/80 Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.91% Jun 2008 Feb 2009
-12.54% Jan 2022 Jun 2022
-8.69% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.09% Feb 1994 Jun 1994
-5.50% Feb 1994 Jun 1994
-4.64% Feb 2020 Mar 2020
-4.34% May 2013 Jun 2013
-3.92% Feb 2020 Mar 2020
-3.41% May 2015 Sep 2015
-3.15% Sep 2018 Dec 2018
-3.06% Apr 2004 Apr 2004
-2.88% Aug 2011 Sep 2011
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.17% Feb 1999 Feb 1999
-2.15% Jul 1998 Aug 1998

Drawdown comparison chart since January 1992.

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Stocks/Bonds 20/80 Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.91% Jun 2008 Feb 2009
-12.54% Jan 2022 Jun 2022
-8.69% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.09% Feb 1994 Jun 1994
-5.50% Feb 1994 Jun 1994
-4.64% Feb 2020 Mar 2020
-4.34% May 2013 Jun 2013
-3.92% Feb 2020 Mar 2020
-3.41% May 2015 Sep 2015
-3.15% Sep 2018 Dec 2018
-3.06% Apr 2004 Apr 2004
-2.88% Aug 2011 Sep 2011
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.39% Jan 1992 Mar 1992
-2.23% Apr 2000 May 2000
-2.17% Feb 1999 Feb 1999

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Stocks/Bonds 20/80 Portfolio DFA Dimensional Retirement Income Fund Portfolio
2022
-9.36% -5.22%
2021
+3.64% +7.04%
2020
+10.38% +8.69%
2019
+13.20% +10.30%
2018
-1.13% -1.96%
2017
+7.10% +6.78%
2016
+4.58% +4.66%
2015
+0.52% -0.87%
2014
+7.16% +2.89%
2013
+5.01% +1.29%
2012
+5.82% +7.36%
2011
+6.53% +6.06%
2010
+8.44% +6.92%
2009
+8.69% +12.97%
2008
-1.91% -7.45%
2007
+6.61% +9.18%
2006
+6.55% +5.72%
2005
+3.18% +4.07%
2004
+5.95% +7.31%
2003
+9.33% +11.38%
2002
+2.51% +5.44%
2001
+4.55% +2.76%
2000
+7.00% +7.94%
1999
+4.16% +4.99%
1998
+11.52% +10.20%
1997
+13.75% +11.97%
1996
+7.06% +5.90%
1995
+21.70% +18.82%
1994
-2.16% -2.17%
1993
+9.87% +13.67%
1992
+7.53% +5.89%
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