Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIKX (Dimensional 2055 Target Date Ret Income) | 11.76% | 27.91% | 20.52% | 11.49% | 12.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIKX (Dimensional 2055 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 (%) | 0.43 | 27.91 | 20.52 | 11.49 | 12.71 | NA | NA | … | … | 11.76 | 19.23 | 17.18 | 21.25 | -15.32 | 21.01 | 14.20 | 25.63 | -9.17 | 22.62 | 9.76 | -3.08 |
| Sharpe Ratio | NA | 2.33 | 1.36 | 0.62 | 0.73 | NA | NA | … | … | 2.10 | 1.06 | 1.22 | 1.53 | -0.80 | 1.76 | 0.52 | 2.16 | -0.74 | 3.50 | 0.71 | -1.42 |
| Standard Deviation(%) | NA | 11.17 | 13.00 | 14.74 | 15.28 | NA | NA | … | … | 13.23 | 15.77 | 11.13 | 11.63 | 20.93 | 11.92 | 26.86 | 11.16 | 14.36 | 6.30 | 13.41 | 13.30 |
| Draw Down(%) | NA | 8.82 | 15.81 | 23.49 | 33.48 | NA | NA | … | … | 8.82 | 15.81 | 7.64 | 9.89 | 23.49 | 4.70 | 33.48 | 6.46 | 19.14 | 1.98 | 10.60 | 4.69 |
| Yield(%) | 0.00 | 1.92 | 2.99 | 2.78 | 3.76 | 2.56 | 1.92 | … | … | 0.00 | 2.27 | 2.81 | 3.74 | 3.18 | 2.57 | 2.66 | 2.60 | 2.00 | 2.41 | 2.31 | 0.53 |
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 |
|---|---|---|---|---|
| DRIKX (Dimensional 2055 Target Date Ret Income) |
0.72%
Mar 2017 – Mar 2020 |
5.24%
Sep 2017 – Sep 2022 |
11.59%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIKX (Dimensional 2055 Target Date Ret Income) |
22.10%
Sep 2022 – Sep 2025 |
16.07%
Mar 2020 – Mar 2025 |
13.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart