Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIIX (Dimensional 2045 Target Date Ret Income) | 7.19% | 20.44% | 16.90% | 9.47% | 11.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIIX (Dimensional 2045 Target Date Ret Income) | 11/05/2015 | 06/05/2026 |
| 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 (%) | -1.87 | 20.44 | 16.90 | 9.47 | 11.41 | NA | NA | … | … | 7.19 | 14.92 | 15.44 | 19.21 | -14.15 | 19.36 | 13.36 | 25.42 | -9.18 | 22.65 | 9.05 | -3.10 |
| Sharpe Ratio | NA | 1.88 | 1.25 | 0.54 | 0.69 | NA | NA | … | … | 1.34 | 0.94 | 1.25 | 1.54 | -0.83 | 1.75 | 0.50 | 2.17 | -0.74 | 3.53 | 0.65 | -1.43 |
| Standard Deviation(%) | NA | 9.46 | 10.89 | 12.89 | 14.23 | NA | NA | … | … | 11.24 | 12.99 | 9.49 | 10.20 | 18.94 | 11.07 | 26.03 | 11.04 | 14.34 | 6.25 | 13.55 | 13.23 |
| Draw Down(%) | NA | 7.38 | 13.04 | 21.76 | 32.56 | NA | NA | … | … | 7.38 | 13.04 | 6.46 | 8.47 | 21.76 | 4.37 | 32.56 | 6.36 | 19.17 | 1.97 | 10.56 | 4.70 |
| Yield(%) | 0.00 | 2.90 | 3.74 | 3.23 | 4.09 | 2.76 | 2.07 | … | … | 0.00 | 3.28 | 3.65 | 3.95 | 3.22 | 2.75 | 3.19 | 2.68 | 2.02 | 2.44 | 1.51 | 0.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DRIIX (Dimensional 2045 Target Date Ret Income) |
0.91%
Mar 2017 – Mar 2020 |
5.21%
Sep 2017 – Sep 2022 |
10.81%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIIX (Dimensional 2045 Target Date Ret Income) |
19.66%
Sep 2022 – Sep 2025 |
15.10%
Mar 2020 – Mar 2025 |
12.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart