Last Update: 30 November 2022

The US Inflation Protection Portfolio obtained a 5.52% compound annual return, with a 6.08% standard deviation, in the last 30 Years.

The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.69% compound annual return, with a 4.74% standard deviation, in the last 30 Years.

Summary

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US Inflation Protection 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 +5.52% +5.69%
Std Dev 6.08% 4.74%
Max Drawdown -14.74% -12.91%

Last Update: 30 November 2022

Historical Returns as of Nov 30, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Inflation Protection Portfolio +1.83 -6.20 -11.59 +2.14 +0.92 +5.52 +6.88
DFA Dimensional Retirement Income Fund Portfolio +2.61 -2.87 -7.21 +3.09 +2.94 +5.69 +7.01
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2022

US Inflation Protection Portfolio: an investment of 1000$, since December 1992, now would be worth 5013.08$, with a total return of 401.31% (5.52% annualized).

DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since December 1992, now would be worth 5253.98$, with a total return of 425.40% (5.69% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since January 1985, now would be worth 12473.48$, with a total return of 1147.35% (6.88% annualized).

DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 13044.71$, with a total return of 1204.47% (7.01% annualized).

Drawdowns

Drawdown comparison chart since November 1992.

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US Inflation Protection Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.74% Jan 2022 Sep 2022
-12.91% Jun 2008 Feb 2009
-12.16% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-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 1985.

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US Inflation Protection Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.74% Jan 2022 Sep 2022
-12.91% Jun 2008 Feb 2009
-12.16% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.45% Mar 1987 Sep 1987
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-6.09% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.85% Sep 1987 Nov 1987
-4.82% Apr 2004 Apr 2004
-4.70% Mar 1988 May 1988
-4.64% Feb 2020 Mar 2020
-4.42% Dec 1989 Apr 1990
-4.37% Dec 1996 Mar 1997
-4.34% May 2013 Jun 2013
-4.18% May 1986 May 1986
-3.95% Aug 1990 Sep 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year US Inflation Protection Portfolio DFA Dimensional Retirement Income Fund Portfolio
2022
-11.94% -8.24%
2021
+5.67% +7.04%
2020
+10.84% +8.69%
2019
+8.35% +10.30%
2018
-1.42% -1.96%
2017
+2.92% +6.78%
2016
+4.68% +4.66%
2015
-1.75% -0.87%
2014
+3.59% +2.89%
2013
-8.49% +1.29%
2012
+6.39% +7.36%
2011
+13.28% +6.06%
2010
+6.14% +6.92%
2009
+8.94% +12.97%
2008
+0.04% -7.45%
2007
+11.92% +9.18%
2006
+0.28% +5.72%
2005
+2.49% +4.07%
2004
+8.28% +7.31%
2003
+8.00% +11.38%
2002
+16.61% +5.44%
2001
+7.61% +2.76%
2000
+17.65% +7.94%
1999
-4.47% +4.99%
1998
+9.27% +10.20%
1997
+12.71% +11.97%
1996
+1.33% +5.90%
1995
+23.02% +18.82%
1994
-6.25% -2.17%
1993
+15.75% +13.67%
1992
+8.74% +5.89%
1991
+18.60% +18.32%
1990
+8.20% +4.76%
1989
+15.77% +16.98%
1988
+6.51% +9.77%
1987
-0.24% +3.26%
1986
+18.39% +17.53%
1985
+26.04% +23.48%
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