Last Update: 31 May 2023
The Bill Bernstein Sheltered Sam 0/100 Portfolio obtained a 3.94% compound annual return, with a 3.22% standard deviation, in the last 30 Years.
The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.48% compound annual return, with a 4.78% standard deviation, in the last 30 Years.
Summary
| Bill Bernstein Sheltered Sam 0/100 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 | +3.94% | +5.48% |
| Std Dev | 3.22% | 4.78% | |
| Max Drawdown | -8.61% | -12.91% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein Sheltered Sam 0/100 Portfolio | -0.91 | +1.08 | -2.36 | +1.46 | +1.00 | +3.94 | +5.37 |
| DFA Dimensional Retirement Income Fund Portfolio | -0.91 | +1.89 | -1.04 | +3.32 | +3.06 | +5.48 | +6.97 |
Capital Growth as of May 31, 2023
Bill Bernstein Sheltered Sam 0/100 Portfolio: an investment of 1000$, since June 1993, now would be worth 3189.11$, with a total return of 218.91% (3.94% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 4953.39$, with a total return of 395.34% (5.48% annualized).
Bill Bernstein Sheltered Sam 0/100 Portfolio: an investment of 1000$, since January 1985, now would be worth 7459.01$, with a total return of 645.90% (5.37% annualized).
DFA Dimensional Retirement Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 13290.86$, with a total return of 1229.09% (6.97% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Bill Bernstein Sheltered Sam 0/100 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -12.16% | Jan 2022 | Sep 2022 | |||
| -8.61% | Jan 2022 | Sep 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.22% | Feb 1994 | Jun 1994 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.67% | Sep 2008 | Oct 2008 | |||
| -3.63% | May 2013 | Dec 2013 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.19% | Feb 1996 | May 1996 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.60% | Apr 2004 | Apr 2004 | |||
| -2.40% | Jun 2003 | Jul 2003 | |||
| -2.13% | Aug 1997 | Aug 1997 | |||
| -2.01% | Nov 2001 | Dec 2001 | |||
| -2.01% | Aug 1998 | Aug 1998 | |||
| -1.98% | Feb 1999 | Aug 1999 | |||
Drawdown comparison chart since January 1985.
Bill Bernstein Sheltered Sam 0/100 Portfolio |
DFA Dimensional Retirement Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -12.91% | Jun 2008 | Feb 2009 | |||
| -12.16% | Jan 2022 | Sep 2022 | |||
| -8.61% | Jan 2022 | Sep 2022 | |||
| -6.09% | Feb 1994 | Jun 1994 | |||
| -5.22% | Feb 1994 | Jun 1994 | |||
| -4.85% | Sep 1987 | Nov 1987 | |||
| -4.64% | Feb 2020 | Mar 2020 | |||
| -4.34% | May 2013 | Jun 2013 | |||
| -3.95% | Aug 1990 | Sep 1990 | |||
| -3.71% | Mar 1987 | Sep 1987 | |||
| -3.67% | Sep 2008 | Oct 2008 | |||
| -3.63% | May 2013 | Dec 2013 | |||
| -3.41% | May 2015 | Sep 2015 | |||
| -3.37% | Jan 1990 | Apr 1990 | |||
| -3.19% | Feb 1996 | May 1996 | |||
| -3.15% | Sep 2018 | Dec 2018 | |||
| -3.06% | Apr 2004 | Apr 2004 | |||
| -2.88% | Aug 2011 | Sep 2011 | |||
| -2.86% | Sep 1986 | Sep 1986 | |||
| -2.60% | Apr 2004 | Apr 2004 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Bill Bernstein Sheltered Sam 0/100 Portfolio | DFA Dimensional Retirement Income Fund Portfolio |
|---|---|---|
| 2023 |
+1.52% | +3.18% |
| 2022 |
-7.57% | -9.39% |
| 2021 |
+1.84% | +7.04% |
| 2020 |
+6.16% | +8.69% |
| 2019 |
+5.37% | +10.30% |
| 2018 |
+0.31% | -1.96% |
| 2017 |
+1.33% | +6.78% |
| 2016 |
+2.37% | +4.66% |
| 2015 |
-0.44% | -0.87% |
| 2014 |
+1.71% | +2.89% |
| 2013 |
-3.27% | +1.29% |
| 2012 |
+2.72% | +7.36% |
| 2011 |
+6.17% | +6.06% |
| 2010 |
+3.82% | +6.92% |
| 2009 |
+3.79% | +12.97% |
| 2008 |
+3.99% | -7.45% |
| 2007 |
+9.18% | +9.18% |
| 2006 |
+2.45% | +5.72% |
| 2005 |
+1.92% | +4.07% |
| 2004 |
+3.71% | +7.31% |
| 2003 |
+4.53% | +11.38% |
| 2002 |
+11.46% | +5.44% |
| 2001 |
+7.72% | +2.76% |
| 2000 |
+12.36% | +7.94% |
| 1999 |
-0.68% | +4.99% |
| 1998 |
+8.12% | +10.20% |
| 1997 |
+8.99% | +11.97% |
| 1996 |
+3.17% | +5.90% |
| 1995 |
+16.47% | +18.82% |
| 1994 |
-2.79% | -2.17% |
| 1993 |
+10.08% | +13.67% |
| 1992 |
+7.54% | +5.89% |
| 1991 |
+14.34% | +18.32% |
| 1990 |
+9.23% | +4.76% |
| 1989 |
+13.20% | +16.98% |
| 1988 |
+6.01% | +9.77% |
| 1987 |
+2.77% | +3.26% |
| 1986 |
+13.57% | +17.53% |
| 1985 |
+18.72% | +23.48% |
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