Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIBX (Dimensional 2010 Target Date Retirement) | NA | 7.43% | 2.17% | 3.63% | NA | NA | NA | … | … |
Data as of 02/12/2025, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIBX (Dimensional 2010 Target Date Retirement) | 11/03/2015 | 02/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.43 | 2.17 | 3.63 | NA | NA | NA | … | … | 1.89 | 5.73 | 7.97 | -11.84 | 7.62 | 10.30 | 12.90 | -3.44 | 8.37 | 6.60 | -1.87 |
| Sharpe Ratio | NA | 0.98 | -0.15 | 0.26 | NA | NA | NA | … | … | 4.44 | 0.51 | 0.77 | -1.51 | 1.59 | 1.12 | 3.10 | -1.20 | 2.28 | 1.20 | -2.41 |
| Standard Deviation(%) | NA | 3.97 | 6.41 | 6.80 | NA | NA | NA | … | … | 3.26 | 4.09 | 5.65 | 8.82 | 4.77 | 8.97 | 3.68 | 4.02 | 3.40 | 5.31 | 4.71 |
| Draw Down(%) | NA | 2.23 | 13.07 | 16.04 | NA | NA | NA | … | … | 0.52 | 2.15 | 4.40 | 14.84 | 3.04 | 12.96 | 1.10 | 5.88 | 1.80 | 3.54 | 2.40 |
| Yield(%) | 0.00 | 2.89 | 3.35 | 3.12 | 2.79 | 1.86 | 1.39 | … | … | 0.05 | 2.85 | 3.34 | 4.33 | 3.70 | 0.94 | 2.55 | 2.08 | 2.83 | 2.10 | 0.13 |
Data as of 02/12/2025, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIBX (Dimensional 2010 Target Date Retirement) |
0.04%
Oct 2020 – Oct 2023 |
2.56%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIBX (Dimensional 2010 Target Date Retirement) |
10.25%
Dec 2018 – Dec 2021 |
7.06%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart