Larry Swedroe Big Rocks vs DFA Dimensional 2030 Retirement Income Portfolio Comparison

Last Update: 31 March 2024

The Larry Swedroe Big Rocks Portfolio obtained a 7.07% compound annual return, with a 9.15% standard deviation, in the last 30 Years.

The DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.52% compound annual return, with a 9.18% standard deviation, in the last 30 Years.

Summary

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Larry Swedroe Big Rocks Portfolio DFA Dimensional 2030 Retirement Income Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 55.9%
Fixed Income 40% 44.1%
Commodities 0% 0%
30 Years Stats Return +7.07% +7.52%
Std Dev 9.15% 9.18%
Max Drawdown -33.80% -31.78%
All time Stats
(Since Jan 1985)		 Return +8.64% +9.20%
Std Dev 9.26% 9.51%
Max Drawdown -33.80% -31.78%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Larry Swedroe Big Rocks Portfolio +2.14 +11.27 +10.82 +5.72 +5.26 +7.07 +8.64
DFA Dimensional 2030 Retirement Income Portfolio +1.99 +13.22 +13.10 +7.12 +6.24 +7.52 +9.20
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Larry Swedroe Big Rocks Portfolio: an investment of 1$, since April 1994, now would be worth 7.77$, with a total return of 677.16% (7.07% annualized).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since April 1994, now would be worth 8.79$, with a total return of 779.23% (7.52% annualized).

Larry Swedroe Big Rocks Portfolio: an investment of 1$, since January 1985, now would be worth 25.85$, with a total return of 2485.06% (8.64% annualized).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1$, since January 1985, now would be worth 31.67$, with a total return of 3067.19% (9.20% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Larry Swedroe Big Rocks Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-33.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.67
-31.78% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.71
-20.34% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.56
-15.71% Jan 2022 Sep 2022 (9) Feb 2024 (26) 7.49
-15.63% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.38
-15.10% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.27
-12.59% May 2011 Sep 2011 (5) Sep 2012 (17) 4.81
-11.58% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.21
-11.58% May 1998 Aug 1998 (4) Apr 1999 (12) 4.74
-10.99% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.44
-9.50% May 2011 Sep 2011 (5) Jan 2012 (9) 4.01
-8.79% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.98
-8.22% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.93
-7.57% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.14
-7.30% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.10
-7.01% May 2015 Jan 2016 (9) Jul 2016 (15) 3.83
-6.46% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.32
-4.40% Apr 2000 May 2000 (2) Aug 2000 (5) 2.44
-4.20% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.02
-4.07% Sep 2000 Nov 2000 (3) Dec 2000 (4) 2.02

Drawdown comparison chart since January 1985.

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Larry Swedroe Big Rocks Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-33.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.67
-31.78% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.71
-20.34% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.56
-16.69% Sep 1987 Nov 1987 (3) Oct 1988 (14) 7.96
-15.71% Jan 2022 Sep 2022 (9) Feb 2024 (26) 7.49
-15.63% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.38
-15.36% Sep 1987 Nov 1987 (3) Dec 1988 (16) 6.93
-15.10% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.27
-12.59% May 2011 Sep 2011 (5) Sep 2012 (17) 4.81
-11.58% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.21
-11.58% May 1998 Aug 1998 (4) Apr 1999 (12) 4.74
-10.99% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.44
-10.69% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.65
-9.79% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.09
-9.50% May 2011 Sep 2011 (5) Jan 2012 (9) 4.01
-8.79% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.98
-8.22% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.93
-7.57% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.14
-7.46% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.99
-7.30% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.10

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+2.57%
 -1.16%
+4.31%
 0.00%
2023
+11.05%
 -6.97%
+14.37%
 -6.80%
2022
-10.13%
 -15.71%
-15.68%
 -20.34%
2021
+13.59%
 -2.22%
+12.36%
 -2.79%
2020
+5.25%
 -15.63%
+13.87%
 -11.58%
2019
+15.98%
 -3.84%
+18.74%
 -2.99%
2018
-5.45%
 -8.79%
-4.97%
 -7.57%
2017
+11.28%
 -0.30%
+14.85%
 0.00%
2016
+9.71%
 -3.10%
+7.26%
 -2.45%
2015
-0.97%
 -5.87%
-1.32%
 -6.97%
2014
+4.48%
 -2.69%
+5.23%
 -2.58%
2013
+16.68%
 -1.92%
+11.66%
 -3.78%
2012
+10.73%
 -5.29%
+12.36%
 -4.05%
2011
-1.31%
 -12.59%
+2.36%
 -9.50%
2010
+12.32%
 -7.86%
+10.90%
 -6.53%
2009
+17.83%
 -14.02%
+22.15%
 -11.27%
2008
-19.64%
 -22.16%
-21.57%
 -25.38%
2007
+3.90%
 -4.18%
+10.20%
 -1.97%
2006
+15.44%
 -2.51%
+11.79%
 -2.25%
2005
+7.49%
 -2.54%
+7.33%
 -2.02%
2004
+13.68%
 -3.20%
+11.75%
 -3.31%
2003
+25.46%
 -2.67%
+22.57%
 -1.69%
2002
-3.83%
 -10.99%
-4.09%
 -9.28%
2001
+1.46%
 -7.30%
-3.94%
 -11.17%
2000
+5.09%
 -4.07%
-0.49%
 -5.91%
1999
+10.77%
 -2.62%
+15.39%
 -2.49%
1998
+6.51%
 -11.58%
+15.08%
 -8.22%
1997
+12.72%
 -2.62%
+14.36%
 -4.20%
1996
+12.51%
 -2.90%
+10.23%
 -2.48%
1995
+18.49%
 -1.31%
+22.89%
 -0.22%
1994
-1.08%
 -5.17%
-1.78%
 -6.92%
1993
+17.22%
 -1.90%
+19.97%
 -2.72%
1992
+9.42%
 -1.37%
+3.96%
 -4.06%
1991
+24.15%
 -3.18%
+26.29%
 -3.29%
1990
-4.70%
 -9.79%
-2.02%
 -10.69%
1989
+19.42%
 -1.78%
+23.94%
 -0.66%
1988
+16.48%
 -1.57%
+14.85%
 -2.75%
1987
+4.41%
 -16.69%
+4.04%
 -15.36%
1986
+20.58%
 -3.51%
+23.82%
 -4.63%
1985
+27.95%
 -1.60%
+31.63%
 -1.43%