Last Update: 31 May 2023
The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.
The DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.25% compound annual return, with a 9.17% standard deviation, in the last 30 Years.
Summary
| Frank Armstrong Ideal Index Portfolio | DFA Dimensional 2030 Retirement Income Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 70% | 55.9% |
| Fixed Income | 30% | 44.1% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.58% | +7.25% |
| Std Dev | 10.60% | 9.17% | |
| Max Drawdown | -40.11% | -31.78% | |
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(*) | |
|---|---|---|---|---|---|---|---|
| Frank Armstrong Ideal Index Portfolio | -2.17 | -0.94 | -2.80 | +3.70 | +5.25 | +6.58 | +8.39 |
| DFA Dimensional 2030 Retirement Income Portfolio | -1.05 | +2.01 | -1.37 | +5.04 | +5.75 | +7.25 | +9.06 |
Capital Growth as of May 31, 2023
Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since June 1993, now would be worth 8171.95$, with a total return of 717.19% (7.25% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% annualized).
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since January 1985, now would be worth 27941.11$, with a total return of 2694.11% (9.06% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Frank Armstrong Ideal Index Portfolio |
DFA Dimensional 2030 Retirement Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.11% | Nov 2007 | Feb 2009 | |||
| -31.78% | Nov 2007 | Feb 2009 | |||
| -20.34% | Jan 2022 | Sep 2022 | |||
| -18.25% | Jan 2022 | Sep 2022 | |||
| -17.16% | Jan 2020 | Mar 2020 | |||
| -16.33% | Feb 2001 | Sep 2002 | |||
| -15.51% | May 2011 | Sep 2011 | |||
| -15.10% | Sep 2000 | Sep 2002 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -11.58% | Feb 2020 | Mar 2020 | |||
| -9.50% | May 2011 | Sep 2011 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.22% | Jul 1998 | Aug 1998 | |||
| -7.57% | Feb 2018 | Dec 2018 | |||
| -7.01% | May 2015 | Jan 2016 | |||
| -6.92% | Feb 1994 | Jun 1994 | |||
| -5.59% | Sep 2000 | Nov 2000 | |||
| -4.41% | Nov 1993 | Nov 1993 | |||
| -4.40% | Apr 2000 | May 2000 | |||
Drawdown comparison chart since January 1985.
Frank Armstrong Ideal Index Portfolio |
DFA Dimensional 2030 Retirement Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.11% | Nov 2007 | Feb 2009 | |||
| -31.78% | Nov 2007 | Feb 2009 | |||
| -20.34% | Jan 2022 | Sep 2022 | |||
| -18.25% | Jan 2022 | Sep 2022 | |||
| -17.16% | Jan 2020 | Mar 2020 | |||
| -16.33% | Feb 2001 | Sep 2002 | |||
| -15.51% | May 2011 | Sep 2011 | |||
| -15.36% | Sep 1987 | Nov 1987 | |||
| -15.10% | Sep 2000 | Sep 2002 | |||
| -14.90% | Sep 1987 | Nov 1987 | |||
| -14.74% | Jan 1990 | Sep 1990 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -11.58% | Feb 2020 | Mar 2020 | |||
| -10.69% | Aug 1990 | Sep 1990 | |||
| -9.50% | May 2011 | Sep 2011 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.22% | Jul 1998 | Aug 1998 | |||
| -7.57% | Feb 2018 | Dec 2018 | |||
| -7.46% | Jan 1990 | Apr 1990 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Frank Armstrong Ideal Index Portfolio | DFA Dimensional 2030 Retirement Income Portfolio |
|---|---|---|
| 2023 |
+1.79% | +5.25% |
| 2022 |
-11.91% | -15.68% |
| 2021 |
+13.98% | +12.36% |
| 2020 |
+6.95% | +13.87% |
| 2019 |
+17.96% | +18.74% |
| 2018 |
-6.68% | -4.97% |
| 2017 |
+13.88% | +14.85% |
| 2016 |
+9.05% | +7.26% |
| 2015 |
-1.66% | -1.32% |
| 2014 |
+4.16% | +5.23% |
| 2013 |
+16.03% | +11.66% |
| 2012 |
+12.36% | +12.36% |
| 2011 |
-2.98% | +2.36% |
| 2010 |
+13.00% | +10.90% |
| 2009 |
+21.58% | +22.15% |
| 2008 |
-24.86% | -21.57% |
| 2007 |
+5.91% | +10.20% |
| 2006 |
+17.74% | +11.79% |
| 2005 |
+8.40% | +7.33% |
| 2004 |
+14.62% | +11.75% |
| 2003 |
+26.78% | +22.57% |
| 2002 |
-7.53% | -4.09% |
| 2001 |
-3.80% | -3.94% |
| 2000 |
+2.04% | -0.49% |
| 1999 |
+13.53% | +15.39% |
| 1998 |
+8.85% | +15.08% |
| 1997 |
+12.22% | +14.36% |
| 1996 |
+11.54% | +10.23% |
| 1995 |
+16.29% | +22.89% |
| 1994 |
+1.99% | -1.78% |
| 1993 |
+17.70% | +19.97% |
| 1992 |
+3.75% | +3.96% |
| 1991 |
+20.38% | +26.29% |
| 1990 |
-9.45% | -2.02% |
| 1989 |
+15.59% | +23.94% |
| 1988 |
+17.45% | +14.85% |
| 1987 |
+10.19% | +4.04% |
| 1986 |
+28.89% | +23.82% |
| 1985 |
+31.78% | +31.63% |
