Gold vs DFA Dimensional 2030 Retirement Income Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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

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Gold Portfolio DFA Dimensional 2030 Retirement Income Portfolio
Risk Very High High
Asset Allocation Stocks 0% 55.9%
Fixed Income 0% 44.1%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.25%
Std Dev 15.53% 9.17%
Max Drawdown -42.91% -31.78%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
DFA Dimensional 2030 Retirement Income Portfolio -1.05 +2.01 -1.37 +5.04 +5.75 +7.25 +9.06
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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.

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Gold Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-31.78% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.34% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.10% Sep 2000 Sep 2002
-11.58% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-9.50% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-8.22% Jul 1998 Aug 1998
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1985.

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Gold Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-31.78% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.34% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.36% Sep 1987 Nov 1987
-15.10% Sep 2000 Sep 2002
-11.58% Feb 2020 Mar 2020
-10.69% Aug 1990 Sep 1990
-9.50% May 2011 Sep 2011
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.22% Jul 1998 Aug 1998
-8.14% Oct 1986 Dec 1986
-7.57% Feb 2018 Dec 2018
-7.46% Jan 1990 Apr 1990
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-6.67% Jan 1985 Feb 1985

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Gold Portfolio DFA Dimensional 2030 Retirement Income Portfolio
2023
 +7.47% +5.25%
2022
 -0.77% -15.68%
2021
 -4.15% +12.36%
2020
 +24.81% +13.87%
2019
 +17.86% +18.74%
2018
 -1.94% -4.97%
2017
 +12.81% +14.85%
2016
 +8.03% +7.26%
2015
 -10.67% -1.32%
2014
 -2.19% +5.23%
2013
 -28.33% +11.66%
2012
 +6.60% +12.36%
2011
 +9.57% +2.36%
2010
 +29.27% +10.90%
2009
 +24.03% +22.15%
2008
 +4.92% -21.57%
2007
 +30.45% +10.20%
2006
 +22.55% +11.79%
2005
 +17.76% +7.33%
2004
 +4.65% +11.75%
2003
 +19.89% +22.57%
2002
 +25.57% -4.09%
2001
 +0.75% -3.94%
2000
 -5.44% -0.49%
1999
 +0.85% +15.39%
1998
 -0.83% +15.08%
1997
 -21.41% +14.36%
1996
 -4.59% +10.23%
1995
 +0.98% +22.89%
1994
 -2.17% -1.78%
1993
 +17.68% +19.97%
1992
 -5.73% +3.96%
1991
 -8.56% +26.29%
1990
 -3.11% -2.02%
1989
 -2.84% +23.94%
1988
 -15.26% +14.85%
1987
 +24.53% +4.04%
1986
 +18.96% +23.82%
1985
 +6.00% +31.63%