Last Update: 31 March 2024
The Time Inc Simple and Cheap Portfolio obtained a 7.36% compound annual return, with a 9.40% 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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| Time Inc Simple and Cheap 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 | +7.36% | +7.52% |
| Std Dev | 9.40% | 9.18% | |
| Max Drawdown | -34.84% | -31.78% | |
| All time Stats (Since Jan 1985) |
Return | +8.80% | +9.20% |
| Std Dev | 9.39% | 9.51% | |
| Max Drawdown | -34.84% | -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 | |
|---|---|---|---|---|---|---|---|
| Time Inc Simple and Cheap Portfolio | +2.04 | +13.89 | +13.01 | +6.22 | +6.08 | +7.36 | +8.80 |
| 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
Time Inc Simple and Cheap Portfolio: an investment of 1$, since April 1994,
now would be worth 8.42$, with a total return of 741.56%
(7.36% 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).
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).
Time Inc Simple and Cheap Portfolio: an investment of 1$, since January 1985,
now would be worth 27.41$, with a total return of 2641.27%
(8.80% 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).
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.
Swipe left to see all data
|
Time Inc Simple and Cheap 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 |
| -34.84% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 15.41 | |||||
| -31.78% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.71 | |||||
| -21.27% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.78 | |||||
| -20.34% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.56 | |||||
| -15.10% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 8.27 | |||||
| -14.17% | Sep 2000 | Sep 2002 (25) | Sep 2003 (37) | 7.38 | |||||
| -12.92% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.07 | |||||
| -11.58% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.21 | |||||
| -10.59% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.51 | |||||
| -9.50% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.01 | |||||
| -8.77% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.35 | |||||
| -8.22% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.93 | |||||
| -7.57% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.14 | |||||
| -7.07% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.30 | |||||
| -7.01% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.83 | |||||
| -5.87% | May 2015 | Sep 2015 (5) | May 2016 (13) | 3.27 | |||||
| -4.43% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.09 | |||||
| -4.40% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.44 | |||||
| -4.20% | Aug 1997 | Aug 1997 (1) | Jan 1998 (6) | 2.02 | |||||
| -4.05% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 1.80 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Time Inc Simple and Cheap 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 |
| -34.84% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 15.41 | |||||
| -31.78% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.71 | |||||
| -21.27% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.78 | |||||
| -20.34% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.56 | |||||
| -15.36% | Sep 1987 | Nov 1987 (3) | Dec 1988 (16) | 6.93 | |||||
| -15.10% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 8.27 | |||||
| -14.17% | Sep 2000 | Sep 2002 (25) | Sep 2003 (37) | 7.38 | |||||
| -13.73% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.24 | |||||
| -12.92% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.07 | |||||
| -11.58% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.21 | |||||
| -10.97% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.48 | |||||
| -10.69% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.65 | |||||
| -10.59% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.51 | |||||
| -9.50% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.01 | |||||
| -8.77% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.35 | |||||
| -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 | |||||
| -7.07% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.30 | |||||
| -7.01% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.83 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.42%
|
-0.61% |
+4.31%
|
0.00% |
| 2023 |
+14.67%
|
-7.89% |
+14.37%
|
-6.80% |
| 2022 |
-16.81%
|
-21.27% |
-15.68%
|
-20.34% |
| 2021 |
+12.62%
|
-3.15% |
+12.36%
|
-2.79% |
| 2020 |
+10.84%
|
-12.92% |
+13.87%
|
-11.58% |
| 2019 |
+19.89%
|
-2.55% |
+18.74%
|
-2.99% |
| 2018 |
-4.76%
|
-7.07% |
-4.97%
|
-7.57% |
| 2017 |
+13.64%
|
0.00% |
+14.85%
|
0.00% |
| 2016 |
+6.91%
|
-2.80% |
+7.26%
|
-2.45% |
| 2015 |
-0.32%
|
-5.87% |
-1.32%
|
-6.97% |
| 2014 |
+8.51%
|
-2.44% |
+5.23%
|
-2.58% |
| 2013 |
+12.39%
|
-3.27% |
+11.66%
|
-3.78% |
| 2012 |
+12.38%
|
-4.43% |
+12.36%
|
-4.05% |
| 2011 |
+1.58%
|
-10.59% |
+2.36%
|
-9.50% |
| 2010 |
+13.14%
|
-6.53% |
+10.90%
|
-6.53% |
| 2009 |
+21.82%
|
-13.72% |
+22.15%
|
-11.27% |
| 2008 |
-21.66%
|
-25.74% |
-21.57%
|
-25.38% |
| 2007 |
+5.64%
|
-3.59% |
+10.20%
|
-1.97% |
| 2006 |
+15.14%
|
-2.22% |
+11.79%
|
-2.25% |
| 2005 |
+7.42%
|
-2.01% |
+7.33%
|
-2.02% |
| 2004 |
+12.96%
|
-3.71% |
+11.75%
|
-3.31% |
| 2003 |
+22.44%
|
-1.93% |
+22.57%
|
-1.69% |
| 2002 |
-5.38%
|
-10.35% |
-4.09%
|
-9.28% |
| 2001 |
-2.47%
|
-9.21% |
-3.94%
|
-11.17% |
| 2000 |
+0.68%
|
-5.75% |
-0.49%
|
-5.91% |
| 1999 |
+12.52%
|
-2.40% |
+15.39%
|
-2.49% |
| 1998 |
+12.75%
|
-8.77% |
+15.08%
|
-8.22% |
| 1997 |
+13.37%
|
-3.29% |
+14.36%
|
-4.20% |
| 1996 |
+12.15%
|
-1.99% |
+10.23%
|
-2.48% |
| 1995 |
+20.32%
|
-0.55% |
+22.89%
|
-0.22% |
| 1994 |
-0.47%
|
-5.25% |
-1.78%
|
-6.92% |
| 1993 |
+15.69%
|
-3.45% |
+19.97%
|
-2.72% |
| 1992 |
+4.56%
|
-3.42% |
+3.96%
|
-4.06% |
| 1991 |
+21.90%
|
-3.08% |
+26.29%
|
-3.29% |
| 1990 |
-5.00%
|
-10.97% |
-2.02%
|
-10.69% |
| 1989 |
+17.09%
|
-0.98% |
+23.94%
|
-0.66% |
| 1988 |
+14.76%
|
-2.06% |
+14.85%
|
-2.75% |
| 1987 |
+7.32%
|
-13.73% |
+4.04%
|
-15.36% |
| 1986 |
+25.13%
|
-3.49% |
+23.82%
|
-4.63% |
| 1985 |
+30.58%
|
-1.41% |
+31.63%
|
-1.43% |
