Last Update: 30 June 2022
The US Inflation Protection Portfolio obtained a 5.80% compound annual return, with a 5.90% standard deviation, in the last 30 Years.
The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.79% compound annual return, with a 4.57% standard deviation, in the last 30 Years.
Summary
| 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 | +5.80% | +5.79% |
| Std Dev | 5.90% | 4.57% | |
| Max Drawdown | -11.79% | -12.91% | |
Last Update: 30 June 2022
Historical Returns as of Jun 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| US Inflation Protection Portfolio | -3.11 | -9.04 | -5.27 | +3.04 | +1.57 | +5.80 | +5.73 |
| DFA Dimensional Retirement Income Fund Portfolio | -3.35 | -8.69 | -5.64 | +3.56 | +3.23 | +5.79 | +5.71 |
Capital Growth as of Jun 30, 2022
US Inflation Protection Portfolio: an investment of 1000$, since July 1992, now would be worth 5426.60$, with a total return of 442.66% (5.80% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since July 1992, now would be worth 5418.17$, with a total return of 441.82% (5.79% annualized).
US Inflation Protection Portfolio: an investment of 1000$, since January 1992, now would be worth 5470.15$, with a total return of 447.01% (5.73% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1992, now would be worth 5441.39$, with a total return of 444.14% (5.71% annualized).
Drawdowns
Drawdown comparison chart since June 1992.
US Inflation Protection Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -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 1992.
US Inflation Protection Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.69% | Jan 2022 | Jun 2022 | |||
| -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 | |||
| -3.82% | Jan 1992 | Apr 1992 | |||
| -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 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | US Inflation Protection Portfolio | DFA Dimensional Retirement Income Fund Portfolio |
|---|---|---|
| 2022 |
-9.04% | -8.69% |
| 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% |