Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIGX (Dimensional 2035 Target Date Ret Income) | 6.29% | 15.74% | 10.69% | 4.19% | 7.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIGX (Dimensional 2035 Target Date Ret Income) | 11/05/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 15.74 | 10.69 | 4.19 | 7.93 | NA | NA | … | … | 6.29 | 5.51 | 7.31 | 12.95 | -20.97 | 15.84 | 16.43 | 21.77 | -7.36 | 18.24 | 8.38 | -2.61 |
| Sharpe Ratio | NA | 1.79 | 0.78 | 0.16 | 0.57 | NA | NA | … | … | 1.44 | 0.23 | 0.43 | 0.91 | -1.38 | 1.86 | 0.90 | 2.68 | -0.86 | 3.65 | 0.77 | -1.52 |
| Standard Deviation(%) | NA | 7.85 | 9.82 | 11.21 | 11.09 | NA | NA | … | … | 9.31 | 11.70 | 8.66 | 10.30 | 16.32 | 8.49 | 17.97 | 7.58 | 10.18 | 4.84 | 10.58 | 10.68 |
| Draw Down(%) | NA | 6.59 | 10.69 | 26.33 | 26.33 | NA | NA | … | … | 6.59 | 9.77 | 4.72 | 10.69 | 26.15 | 3.71 | 23.37 | 3.57 | 14.44 | 1.41 | 8.14 | 3.91 |
| Yield(%) | 0.00 | 6.89 | 5.41 | 4.41 | 4.88 | 3.31 | 2.48 | … | … | 0.00 | 7.48 | 4.48 | 4.29 | 4.45 | 4.45 | 3.70 | 2.74 | 2.21 | 2.38 | 2.15 | 0.10 |
Data as of 06/04/2026, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIGX (Dimensional 2035 Target Date Ret Income) |
-1.43%
Dec 2021 – Dec 2024 |
3.44%
Sep 2017 – Sep 2022 |
7.38%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIGX (Dimensional 2035 Target Date Ret Income) |
17.98%
Dec 2018 – Dec 2021 |
12.46%
Dec 2016 – Dec 2021 |
8.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart