DFA Dimensional Retirement Income Fund Portfolio: Rolling Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024

Holding the DFA Dimensional Retirement Income Fund Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 34 months (from January 2021 to October 2023).

This means that every rolling period of 35 months or above has always granted a positive return.

To obtain comprehensive information, please consult the DFA Dimensional Retirement Income Fund Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 3.38% (updated at Feb 29, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

DFA DIMENSIONAL RETIREMENT INCOME FUND PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.74 03/2008
02/2009
0.87$ 1.29 1.01$ 5.97 1.05$ 10.06 1.10$ 18.82 01/1995
12/1995
1.18$ 7.57 10.89%
2Y -3.39 11/2021
10/2023
0.93$ 2.00 1.04$ 5.93 1.12$ 9.02 1.18$ 13.38 12/1994
11/1996
1.28$ 0.40 6.23%
3Y 0.33 03/2006
02/2009
1.00$ 2.78 1.08$ 5.54 1.17$ 8.08 1.26$ 12.10 01/1995
12/1997
1.40$ 1.88 0.00%
4Y 1.53 03/2005
02/2009
1.06$ 2.99 1.12$ 5.45 1.23$ 7.81 1.35$ 11.63 01/1995
12/1998
1.55$ 3.62 0.00%
5Y 2.16 03/2004
02/2009
1.11$ 3.10 1.16$ 5.41 1.30$ 7.46 1.43$ 10.27 01/1995
12/1999
1.63$ 4.21 0.00%
6Y 2.09 01/2013
12/2018
1.13$ 3.50 1.22$ 5.46 1.37$ 7.10 1.50$ 9.94 02/1995
01/2001
1.76$ 3.82 0.00%
7Y 2.41 04/2013
03/2020
1.18$ 3.66 1.28$ 5.32 1.43$ 7.02 1.60$ 9.03 06/1994
05/2001
1.83$ 3.83 0.00%
8Y 2.59 10/2014
09/2022
1.22$ 3.56 1.32$ 5.37 1.51$ 7.20 1.74$ 8.40 01/1995
12/2002
1.90$ 4.14 0.00%
9Y 2.71 10/2013
09/2022
1.27$ 3.74 1.39$ 5.24 1.58$ 7.04 1.84$ 8.73 01/1995
12/2003
2.12$ 3.40 0.00%
10Y 2.56 10/2012
09/2022
1.28$ 3.93 1.47$ 5.11 1.64$ 7.16 1.99$ 8.58 01/1995
12/2004
2.27$ 3.38 0.00%
11Y 2.79 11/2012
10/2023
1.35$ 3.99 1.53$ 5.26 1.75$ 7.24 2.15$ 8.17 01/1995
12/2005
2.37$ 3.26 0.00%
12Y 3.11 11/2011
10/2023
1.44$ 3.98 1.59$ 5.54 1.90$ 6.22 2.06$ 8.09 12/1994
11/2006
2.54$ 3.39 0.00%
13Y 3.29 11/2010
10/2023
1.52$ 4.18 1.70$ 5.44 1.99$ 6.36 2.23$ 8.16 12/1994
11/2007
2.77$ 3.72 0.00%
14Y 3.72 11/2009
10/2023
1.66$ 4.32 1.80$ 5.12 2.01$ 6.55 2.43$ 7.68 06/1994
05/2008
2.81$ 4.05 0.00%
15Y 3.44 10/2007
09/2022
1.66$ 4.40 1.90$ 5.08 2.10$ 6.62 2.61$ 7.37 12/1994
11/2009
2.90$ 4.95 0.00%
16Y 3.46 11/2007
10/2023
1.72$ 4.43 2.00$ 5.03 2.19$ 6.71 2.82$ 7.28 11/1994
10/2010
3.07$ 3.74 0.00%
17Y 3.78 11/2006
10/2023
1.88$ 4.66 2.16$ 5.02 2.29$ 6.62 2.97$ 7.23 12/1994
11/2011
3.27$ 4.05 0.00%
18Y 3.94 10/2005
09/2023
2.00$ 4.55 2.22$ 5.15 2.46$ 6.45 3.07$ 7.23 12/1994
11/2012
3.51$ 4.16 0.00%
19Y 4.00 11/2004
10/2023
2.10$ 4.56 2.33$ 5.19 2.61$ 6.27 3.17$ 7.00 05/1994
04/2013
3.61$ 4.22 0.00%
20Y 4.15 11/2003
10/2023
2.25$ 4.64 2.47$ 5.14 2.72$ 6.01 3.21$ 6.82 07/1994
06/2014
3.74$ 4.24 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -16.75 10/2021
09/2022
0.83$ -0.33 0.99$ 3.33 1.03$ 7.12 1.07$ 15.88 01/1995
12/1995
1.15$ 4.73 16.62%
2Y -8.40 11/2021
10/2023
0.83$ 0.50 1.01$ 3.14 1.06$ 6.26 1.12$ 11.45 11/2008
10/2010
1.24$ -3.77 10.68%
3Y -4.32 11/2020
10/2023
0.87$ 0.88 1.02$ 2.93 1.09$ 5.49 1.17$ 9.33 01/1995
12/1997
1.30$ -3.45 8.31%
4Y -2.20 11/2019
10/2023
0.91$ 0.93 1.03$ 3.09 1.12$ 5.41 1.23$ 9.12 01/1995
12/1998
1.41$ -0.88 7.67%
5Y -1.29 10/2017
09/2022
0.93$ 1.36 1.06$ 3.15 1.16$ 4.73 1.25$ 7.71 01/1995
12/1999
1.44$ 0.10 5.98%
6Y -0.93 11/2017
10/2023
0.94$ 1.57 1.09$ 2.98 1.19$ 4.66 1.31$ 7.15 02/1995
01/2001
1.51$ 0.15 5.19%
7Y -0.40 11/2016
10/2023
0.97$ 1.55 1.11$ 3.01 1.23$ 4.47 1.35$ 6.40 12/1994
11/2001
1.54$ 0.35 1.81%
8Y -0.25 03/2015
02/2023
0.98$ 1.83 1.15$ 3.02 1.26$ 4.69 1.44$ 5.84 01/1995
12/2002
1.57$ 0.73 2.26%
9Y -0.11 11/2014
10/2023
0.98$ 2.03 1.19$ 2.98 1.30$ 4.43 1.47$ 6.20 01/1995
12/2003
1.71$ 0.29 0.40%
10Y 0.04 10/2012
09/2022
1.00$ 2.17 1.23$ 2.92 1.33$ 4.51 1.55$ 5.96 01/1995
12/2004
1.78$ 0.59 0.00%
11Y 0.17 11/2012
10/2023
1.01$ 2.12 1.25$ 2.99 1.38$ 4.54 1.62$ 5.49 07/1994
06/2005
1.79$ 0.62 0.00%
12Y 0.53 11/2011
10/2023
1.06$ 2.13 1.28$ 3.25 1.46$ 3.77 1.55$ 5.43 12/1994
11/2006
1.88$ 0.79 0.00%
13Y 0.62 11/2010
10/2023
1.08$ 2.28 1.34$ 3.14 1.49$ 3.84 1.63$ 5.35 12/1994
11/2007
1.96$ 1.09 0.00%
14Y 1.15 11/2009
10/2023
1.17$ 2.18 1.35$ 2.99 1.51$ 3.99 1.72$ 4.82 04/1994
03/2008
1.93$ 1.45 0.00%
15Y 1.05 10/2007
09/2022
1.16$ 2.18 1.38$ 2.93 1.54$ 4.13 1.83$ 4.74 12/1994
11/2009
2.00$ 2.35 0.00%
16Y 0.99 11/2007
10/2023
1.17$ 2.26 1.43$ 2.88 1.57$ 4.19 1.92$ 4.74 11/1994
10/2010
2.09$ 1.33 0.00%
17Y 1.25 11/2006
10/2023
1.23$ 2.23 1.45$ 2.87 1.61$ 4.10 1.98$ 4.64 02/1995
01/2012
2.16$ 1.53 0.00%
18Y 1.43 01/2005
12/2022
1.29$ 2.03 1.43$ 2.97 1.69$ 3.99 2.02$ 4.67 12/1994
11/2012
2.27$ 1.64 0.00%
19Y 1.42 11/2004
10/2023
1.30$ 2.01 1.45$ 2.98 1.74$ 3.90 2.06$ 4.47 05/1994
04/2013
2.29$ 1.64 0.00%
20Y 1.53 11/2003
10/2023
1.35$ 2.09 1.51$ 2.91 1.77$ 3.76 2.09$ 4.35 12/1994
11/2014
2.34$ 1.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.74 03/2008
02/2009
0.87$ 2.12 1.02$ 6.78 1.06$ 12.49 1.12$ 31.96 04/1985
03/1986
1.31$ 7.57 9.59%
2Y -3.39 11/2021
10/2023
0.93$ 2.46 1.04$ 6.68 1.13$ 10.83 1.22$ 21.99 03/1985
02/1987
1.48$ 0.40 4.70%
3Y 0.33 03/2006
02/2009
1.00$ 3.24 1.10$ 6.68 1.21$ 9.95 1.32$ 15.76 03/1985
02/1988
1.55$ 1.88 0.00%
4Y 1.53 03/2005
02/2009
1.06$ 3.37 1.14$ 6.47 1.28$ 9.80 1.45$ 13.59 08/1985
07/1989
1.66$ 3.62 0.00%
5Y 2.16 03/2004
02/2009
1.11$ 3.37 1.18$ 6.47 1.36$ 9.61 1.58$ 13.99 01/1985
12/1989
1.92$ 4.21 0.00%
6Y 2.09 01/2013
12/2018
1.13$ 3.62 1.23$ 6.35 1.44$ 9.59 1.73$ 12.71 03/1985
02/1991
2.05$ 3.82 0.00%
7Y 2.41 04/2013
03/2020
1.18$ 3.94 1.31$ 6.26 1.52$ 9.56 1.89$ 13.22 01/1985
12/1991
2.38$ 3.83 0.00%
8Y 2.59 10/2014
09/2022
1.22$ 3.77 1.34$ 6.24 1.62$ 9.45 2.05$ 12.49 03/1985
02/1993
2.56$ 4.14 0.00%
9Y 2.71 10/2013
09/2022
1.27$ 3.98 1.42$ 6.31 1.73$ 9.45 2.25$ 12.43 01/1985
12/1993
2.87$ 3.40 0.00%
10Y 2.56 10/2012
09/2022
1.28$ 4.20 1.50$ 6.22 1.82$ 9.31 2.43$ 11.04 10/1985
09/1995
2.84$ 3.38 0.00%
11Y 2.79 11/2012
10/2023
1.35$ 4.34 1.59$ 6.00 1.89$ 9.28 2.65$ 11.58 01/1985
12/1995
3.33$ 3.26 0.00%
12Y 3.11 11/2011
10/2023
1.44$ 4.32 1.66$ 6.01 2.01$ 9.21 2.87$ 11.09 01/1985
12/1996
3.53$ 3.39 0.00%
13Y 3.29 11/2010
10/2023
1.52$ 4.34 1.73$ 6.13 2.16$ 8.97 3.05$ 11.19 03/1985
02/1998
3.97$ 3.72 0.00%
14Y 3.72 11/2009
10/2023
1.66$ 4.47 1.84$ 6.31 2.35$ 8.80 3.25$ 11.09 01/1985
12/1998
4.36$ 4.05 0.00%
15Y 3.44 10/2007
09/2022
1.66$ 4.57 1.95$ 6.40 2.53$ 8.61 3.44$ 10.68 01/1985
12/1999
4.57$ 4.95 0.00%
16Y 3.46 11/2007
10/2023
1.72$ 4.67 2.07$ 6.51 2.74$ 8.50 3.69$ 10.50 01/1985
12/2000
4.94$ 3.74 0.00%
17Y 3.78 11/2006
10/2023
1.88$ 4.81 2.22$ 6.56 2.94$ 8.52 4.01$ 10.03 01/1985
12/2001
5.07$ 4.05 0.00%
18Y 3.94 10/2005
09/2023
2.00$ 4.85 2.34$ 6.49 3.10$ 8.41 4.27$ 9.77 01/1985
12/2002
5.35$ 4.16 0.00%
19Y 4.00 11/2004
10/2023
2.10$ 4.89 2.47$ 6.62 3.38$ 8.34 4.58$ 9.88 03/1985
02/2004
5.98$ 4.22 0.00%
20Y 4.15 11/2003
10/2023
2.25$ 4.98 2.64$ 6.49 3.51$ 8.22 4.85$ 9.73 01/1985
12/2004
6.40$ 4.24 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -16.75 10/2021
09/2022
0.83$ -0.45 0.99$ 3.82 1.03$ 9.15 1.09$ 29.17 04/1985
03/1986
1.29$ 4.73 17.21%
2Y -8.40 11/2021
10/2023
0.83$ 0.97 1.01$ 3.73 1.07$ 7.22 1.14$ 18.96 03/1985
02/1987
1.41$ -3.77 8.28%
3Y -4.32 11/2020
10/2023
0.87$ 1.38 1.04$ 3.71 1.11$ 6.82 1.21$ 12.37 03/1985
02/1988
1.41$ -3.45 6.21%
4Y -2.20 11/2019
10/2023
0.91$ 1.42 1.05$ 3.73 1.15$ 6.58 1.29$ 9.54 08/1985
07/1989
1.43$ -0.88 5.67%
5Y -1.29 10/2017
09/2022
0.93$ 1.54 1.07$ 3.84 1.20$ 6.30 1.35$ 9.96 01/1985
12/1989
1.60$ 0.10 4.38%
6Y -0.93 11/2017
10/2023
0.94$ 1.91 1.12$ 3.72 1.24$ 6.35 1.44$ 8.34 03/1985
02/1991
1.61$ 0.15 3.76%
7Y -0.40 11/2016
10/2023
0.97$ 1.98 1.14$ 3.53 1.27$ 6.25 1.52$ 8.94 01/1985
12/1991
1.82$ 0.35 1.29%
8Y -0.25 03/2015
02/2023
0.98$ 2.02 1.17$ 3.59 1.32$ 6.07 1.60$ 8.40 04/1985
03/1993
1.90$ 0.73 1.60%
9Y -0.11 11/2014
10/2023
0.98$ 2.18 1.21$ 3.62 1.37$ 6.12 1.70$ 8.42 01/1985
12/1993
2.07$ 0.29 0.28%
10Y 0.04 10/2012
09/2022
1.00$ 2.37 1.26$ 3.62 1.42$ 6.11 1.80$ 7.24 10/1985
09/1995
2.01$ 0.59 0.00%
11Y 0.17 11/2012
10/2023
1.01$ 2.40 1.29$ 3.51 1.46$ 5.96 1.89$ 7.81 01/1985
12/1995
2.28$ 0.62 0.00%
12Y 0.53 11/2011
10/2023
1.06$ 2.35 1.32$ 3.51 1.51$ 5.91 1.99$ 7.36 01/1985
12/1996
2.34$ 0.79 0.00%
13Y 0.62 11/2010
10/2023
1.08$ 2.40 1.36$ 3.57 1.57$ 5.75 2.06$ 7.67 04/1985
03/1998
2.61$ 1.09 0.00%
14Y 1.15 11/2009
10/2023
1.17$ 2.41 1.39$ 3.76 1.67$ 5.62 2.14$ 7.63 01/1985
12/1998
2.79$ 1.45 0.00%
15Y 1.05 10/2007
09/2022
1.16$ 2.45 1.43$ 3.90 1.77$ 5.50 2.23$ 7.26 01/1985
12/1999
2.86$ 2.35 0.00%
16Y 0.99 11/2007
10/2023
1.17$ 2.62 1.51$ 3.91 1.84$ 5.41 2.32$ 7.08 01/1985
12/2000
2.98$ 1.33 0.00%
17Y 1.25 11/2006
10/2023
1.23$ 2.66 1.56$ 4.01 1.95$ 5.37 2.43$ 6.72 01/1985
12/2001
3.02$ 1.53 0.00%
18Y 1.43 01/2005
12/2022
1.29$ 2.70 1.61$ 4.03 2.03$ 5.25 2.51$ 6.50 01/1985
12/2002
3.10$ 1.64 0.00%
19Y 1.42 11/2004
10/2023
1.30$ 2.73 1.66$ 4.07 2.13$ 5.16 2.59$ 6.67 03/1985
02/2004
3.40$ 1.64 0.00%
20Y 1.53 11/2003
10/2023
1.35$ 2.76 1.72$ 4.13 2.24$ 4.99 2.64$ 6.50 01/1985
12/2004
3.52$ 1.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.78% +31.96%
Apr 1985 - Mar 1986
-12.74%
Mar 2008 - Feb 2009
9.59%
44 out of 459
US Inflation Adjusted +3.82% +29.17%
Apr 1985 - Mar 1986
-16.75%
Oct 2021 - Sep 2022
17.21%
79 out of 459
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.68% +21.99%
Mar 1985 - Feb 1987
-3.39%
Nov 2021 - Oct 2023
4.70%
21 out of 447
US Inflation Adjusted +3.73% +18.96%
Mar 1985 - Feb 1987
-8.40%
Nov 2021 - Oct 2023
8.28%
37 out of 447
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.68% +15.76%
Mar 1985 - Feb 1988
+0.33%
Mar 2006 - Feb 2009
0.00%
0 out of 435
US Inflation Adjusted +3.71% +12.37%
Mar 1985 - Feb 1988
-4.32%
Nov 2020 - Oct 2023
6.21%
27 out of 435
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.47% +13.59%
Aug 1985 - Jul 1989
+1.53%
Mar 2005 - Feb 2009
0.00%
0 out of 423
US Inflation Adjusted +3.73% +9.54%
Aug 1985 - Jul 1989
-2.20%
Nov 2019 - Oct 2023
5.67%
24 out of 423
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.47% +13.99%
Jan 1985 - Dec 1989
+2.16%
Mar 2004 - Feb 2009
0.00%
0 out of 411
US Inflation Adjusted +3.84% +9.96%
Jan 1985 - Dec 1989
-1.29%
Oct 2017 - Sep 2022
4.38%
18 out of 411
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.35% +12.71%
Mar 1985 - Feb 1991
+2.09%
Jan 2013 - Dec 2018
0.00%
0 out of 399
US Inflation Adjusted +3.72% +8.34%
Mar 1985 - Feb 1991
-0.93%
Nov 2017 - Oct 2023
3.76%
15 out of 399
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.26% +13.22%
Jan 1985 - Dec 1991
+2.41%
Apr 2013 - Mar 2020
0.00%
0 out of 387
US Inflation Adjusted +3.53% +8.94%
Jan 1985 - Dec 1991
-0.40%
Nov 2016 - Oct 2023
1.29%
5 out of 387
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.24% +12.49%
Mar 1985 - Feb 1993
+2.59%
Oct 2014 - Sep 2022
0.00%
0 out of 375
US Inflation Adjusted +3.59% +8.40%
Apr 1985 - Mar 1993
-0.25%
Mar 2015 - Feb 2023
1.60%
6 out of 375
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.31% +12.43%
Jan 1985 - Dec 1993
+2.71%
Oct 2013 - Sep 2022
0.00%
0 out of 363
US Inflation Adjusted +3.62% +8.42%
Jan 1985 - Dec 1993
-0.11%
Nov 2014 - Oct 2023
0.28%
1 out of 363
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.22% +11.04%
Oct 1985 - Sep 1995
+2.56%
Oct 2012 - Sep 2022
0.00%
0 out of 351
US Inflation Adjusted +3.62% +7.24%
Oct 1985 - Sep 1995
+0.04%
Oct 2012 - Sep 2022
0.00%
0 out of 351
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.00% +11.58%
Jan 1985 - Dec 1995
+2.79%
Nov 2012 - Oct 2023
0.00%
0 out of 339
US Inflation Adjusted +3.51% +7.81%
Jan 1985 - Dec 1995
+0.17%
Nov 2012 - Oct 2023
0.00%
0 out of 339
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.01% +11.09%
Jan 1985 - Dec 1996
+3.11%
Nov 2011 - Oct 2023
0.00%
0 out of 327
US Inflation Adjusted +3.51% +7.36%
Jan 1985 - Dec 1996
+0.53%
Nov 2011 - Oct 2023
0.00%
0 out of 327
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.13% +11.19%
Mar 1985 - Feb 1998
+3.29%
Nov 2010 - Oct 2023
0.00%
0 out of 315
US Inflation Adjusted +3.57% +7.67%
Apr 1985 - Mar 1998
+0.62%
Nov 2010 - Oct 2023
0.00%
0 out of 315
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.31% +11.09%
Jan 1985 - Dec 1998
+3.72%
Nov 2009 - Oct 2023
0.00%
0 out of 303
US Inflation Adjusted +3.76% +7.63%
Jan 1985 - Dec 1998
+1.15%
Nov 2009 - Oct 2023
0.00%
0 out of 303
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.40% +10.68%
Jan 1985 - Dec 1999
+3.44%
Oct 2007 - Sep 2022
0.00%
0 out of 291
US Inflation Adjusted +3.90% +7.26%
Jan 1985 - Dec 1999
+1.05%
Oct 2007 - Sep 2022
0.00%
0 out of 291
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.51% +10.50%
Jan 1985 - Dec 2000
+3.46%
Nov 2007 - Oct 2023
0.00%
0 out of 279
US Inflation Adjusted +3.91% +7.08%
Jan 1985 - Dec 2000
+0.99%
Nov 2007 - Oct 2023
0.00%
0 out of 279
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.56% +10.03%
Jan 1985 - Dec 2001
+3.78%
Nov 2006 - Oct 2023
0.00%
0 out of 267
US Inflation Adjusted +4.01% +6.72%
Jan 1985 - Dec 2001
+1.25%
Nov 2006 - Oct 2023
0.00%
0 out of 267
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.49% +9.77%
Jan 1985 - Dec 2002
+3.94%
Oct 2005 - Sep 2023
0.00%
0 out of 255
US Inflation Adjusted +4.03% +6.50%
Jan 1985 - Dec 2002
+1.43%
Jan 2005 - Dec 2022
0.00%
0 out of 255
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.62% +9.88%
Mar 1985 - Feb 2004
+4.00%
Nov 2004 - Oct 2023
0.00%
0 out of 243
US Inflation Adjusted +4.07% +6.67%
Mar 1985 - Feb 2004
+1.42%
Nov 2004 - Oct 2023
0.00%
0 out of 243
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.49% +9.73%
Jan 1985 - Dec 2004
+4.15%
Nov 2003 - Oct 2023
0.00%
0 out of 231
US Inflation Adjusted +4.13% +6.50%
Jan 1985 - Dec 2004
+1.53%
Nov 2003 - Oct 2023
0.00%
0 out of 231
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the DFA Dimensional Retirement Income Fund Portfolio: ETF allocation and returns page.