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
| 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
| 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 |
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.
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.
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.
| 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% |