Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIHX (Dimensional 2040 Target Date Ret Income) | 7.85% | 19.17% | 14.04% | 7.16% | 9.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIHX (Dimensional 2040 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 (%) | 0.33 | 19.17 | 14.04 | 7.16 | 9.68 | NA | NA | … | … | 7.85 | 9.80 | 11.10 | 16.07 | -16.19 | 17.06 | 12.73 | 22.13 | -7.66 | 20.48 | 9.09 | -2.89 |
| Sharpe Ratio | NA | 2.05 | 1.10 | 0.41 | 0.65 | NA | NA | … | … | 1.70 | 0.58 | 0.86 | 1.31 | -1.05 | 1.80 | 0.56 | 2.19 | -0.73 | 3.50 | 0.71 | -1.42 |
| Standard Deviation(%) | NA | 8.45 | 10.07 | 11.59 | 12.45 | NA | NA | … | … | 10.19 | 12.13 | 8.71 | 9.57 | 16.83 | 9.44 | 22.01 | 9.42 | 12.38 | 5.69 | 12.54 | 12.51 |
| Draw Down(%) | NA | 6.96 | 11.75 | 22.47 | 27.96 | NA | NA | … | … | 6.96 | 11.41 | 5.04 | 9.38 | 22.47 | 3.78 | 27.96 | 5.48 | 16.57 | 1.73 | 10.01 | 4.48 |
| Yield(%) | 0.00 | 5.09 | 4.59 | 3.79 | 4.44 | 2.99 | 2.25 | … | … | 0.00 | 5.61 | 3.69 | 4.15 | 3.56 | 3.43 | 3.31 | 2.68 | 2.10 | 2.36 | 2.21 | 0.02 |
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 |
|---|---|---|---|---|
| DRIHX (Dimensional 2040 Target Date Ret Income) |
1.54%
Mar 2017 – Mar 2020 |
4.06%
Sep 2017 – Sep 2022 |
8.98%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIHX (Dimensional 2040 Target Date Ret Income) |
17.24%
Dec 2018 – Dec 2021 |
12.66%
Oct 2016 – Oct 2021 |
10.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart