Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIJX (Dimensional 2050 Target Date Ret Income) | 8.42% | 23.80% | 19.10% | 10.72% | 12.30% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIJX (Dimensional 2050 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 (%) | -2.11 | 23.80 | 19.10 | 10.72 | 12.30 | NA | NA | … | … | 8.42 | 17.95 | 17.05 | 21.36 | -15.25 | 20.90 | 14.10 | 25.59 | -9.14 | 22.78 | 9.73 | -3.07 |
| Sharpe Ratio | NA | 2.33 | 1.36 | 0.61 | 0.72 | NA | NA | … | … | 2.07 | 1.01 | 1.22 | 1.54 | -0.80 | 1.74 | 0.51 | 2.17 | -0.74 | 3.50 | 0.71 | -1.42 |
| Standard Deviation(%) | NA | 10.57 | 12.65 | 14.57 | 15.22 | NA | NA | … | … | 12.53 | 15.25 | 10.99 | 11.64 | 20.98 | 11.96 | 26.96 | 11.13 | 14.34 | 6.36 | 13.48 | 13.27 |
| Draw Down(%) | NA | 8.37 | 15.24 | 23.49 | 33.55 | NA | NA | … | … | 8.37 | 15.24 | 7.55 | 9.84 | 23.49 | 4.71 | 33.55 | 6.46 | 19.10 | 1.98 | 10.60 | 4.68 |
| Yield(%) | 0.00 | 2.53 | 3.36 | 3.02 | 4.18 | 2.84 | 2.13 | … | … | 0.00 | 2.91 | 2.91 | 3.98 | 3.23 | 2.73 | 4.50 | 2.67 | 2.02 | 2.47 | 2.28 | 0.54 |
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 |
|---|---|---|---|---|
| DRIJX (Dimensional 2050 Target Date Ret Income) |
0.69%
Mar 2017 – Mar 2020 |
5.21%
Sep 2017 – Sep 2022 |
11.55%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIJX (Dimensional 2050 Target Date Ret Income) |
21.96%
Sep 2022 – Sep 2025 |
16.10%
Mar 2020 – Mar 2025 |
12.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart