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

Swipe left to see all data
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

Swipe left to see all data
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
(*) Returns over 1 year are annualized

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.

Swipe left to see all data
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.

Swipe left to see all data
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.

Swipe left to see all data
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%
Share this page