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Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate
0.06%June 23 | MyPlanIQ portfolio symbol P_51558

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate NA 33.93% 7.06% 6.00% 5.71% 5.16% 7.19% 7.13%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 56.89% 17.67% 16.24% 13.80% 9.92% 8.43% 7.83%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 32.92% 9.59% 9.38% 7.27% 6.16% 6.33% 5.95%
Data as of 03/31/2021, AR inception is 12/31/2000

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Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 06/23/2021, the worst annualized return of 3-year rolling returns for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate is -10.25%.
From 12/31/2000 to 06/23/2021, the worst annualized return of 5-year rolling returns for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate is -1.03%.
From 12/31/2000 to 06/23/2021, the worst annualized return of 10-year rolling returns for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate is 3.62%.
From 12/31/2000 to 06/23/2021, the worst annualized return of 20-year rolling returns for Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate is 6.92%.

Maximum Drawdown

Dimensional Fund Advisors (DFA) Strategic Asset Allocation - Optimal Moderate Maximum Drawdown