Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRILX (Dimensional 2060 Target Date Ret Income) | 11.77% | 27.98% | 20.56% | 11.52% | 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 |
|---|---|---|
| DRILX (Dimensional 2060 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 | 27.98 | 20.56 | 11.52 | 12.71 | NA | NA | … | … | 11.77 | 19.26 | 17.10 | 21.37 | -15.28 | 20.89 | 14.10 | 25.60 | -9.06 | 22.68 | 9.69 | -3.07 |
| Sharpe Ratio | NA | 2.34 | 1.36 | 0.62 | 0.73 | NA | NA | … | … | 2.10 | 1.06 | 1.21 | 1.54 | -0.80 | 1.74 | 0.51 | 2.16 | -0.73 | 3.53 | 0.71 | -1.41 |
| Standard Deviation(%) | NA | 11.17 | 12.99 | 14.76 | 15.29 | NA | NA | … | … | 13.26 | 15.77 | 11.12 | 11.60 | 21.01 | 11.96 | 26.87 | 11.17 | 14.35 | 6.27 | 13.40 | 13.31 |
| Draw Down(%) | NA | 8.80 | 15.76 | 23.50 | 33.48 | NA | NA | … | … | 8.80 | 15.76 | 7.65 | 9.87 | 23.50 | 4.72 | 33.48 | 6.51 | 19.07 | 1.97 | 10.60 | 4.68 |
| Yield(%) | 0.00 | 1.96 | 3.01 | 2.79 | 3.71 | 2.53 | 1.89 | … | … | 0.00 | 2.30 | 2.76 | 3.83 | 3.22 | 2.51 | 2.33 | 2.59 | 1.99 | 2.22 | 2.14 | 0.54 |
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 |
|---|---|---|---|---|
| DRILX (Dimensional 2060 Target Date Ret Income) |
0.71%
Mar 2017 – Mar 2020 |
5.20%
Sep 2017 – Sep 2022 |
11.60%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRILX (Dimensional 2060 Target Date Ret Income) |
22.14%
Sep 2022 – Sep 2025 |
16.07%
Mar 2020 – Mar 2025 |
13.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart