Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIQX (Dimensional 2015 Target Date Ret Income) | 4.09% | 10.29% | 7.94% | 3.35% | 5.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIQX (Dimensional 2015 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 (%) | 0.09 | 10.29 | 7.94 | 3.35 | 5.35 | NA | NA | … | … | 4.09 | 4.40 | 5.47 | 8.17 | -14.79 | 9.69 | 14.31 | 14.09 | -4.20 | 9.07 | 7.32 | -1.38 |
| Sharpe Ratio | NA | 1.98 | 0.86 | 0.13 | 0.58 | NA | NA | … | … | 1.69 | 0.23 | 0.35 | 0.64 | -1.52 | 1.79 | 1.43 | 3.01 | -1.28 | 2.13 | 1.21 | -1.72 |
| Standard Deviation(%) | NA | 4.16 | 5.65 | 7.01 | 6.56 | NA | NA | … | … | 4.76 | 6.92 | 5.22 | 7.12 | 10.71 | 5.39 | 9.77 | 4.20 | 4.38 | 3.97 | 5.85 | 5.20 |
| Draw Down(%) | NA | 3.47 | 6.08 | 18.45 | 18.45 | NA | NA | … | … | 3.47 | 5.08 | 3.10 | 6.08 | 18.08 | 3.21 | 13.85 | 1.58 | 6.36 | 2.17 | 4.48 | 2.59 |
| Yield(%) | 0.00 | 5.99 | 5.09 | 4.80 | 4.42 | 3.10 | 2.32 | … | … | 0.00 | 6.56 | 4.58 | 4.42 | 5.23 | 6.46 | 4.11 | 2.30 | 2.10 | 2.96 | 2.20 | 0.03 |
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 |
|---|---|---|---|---|
| DRIQX (Dimensional 2015 Target Date Ret Income) |
-0.94%
Dec 2021 – Dec 2024 |
3.05%
Sep 2017 – Sep 2022 |
5.04%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIQX (Dimensional 2015 Target Date Ret Income) |
12.67%
Dec 2018 – Dec 2021 |
8.37%
Dec 2016 – Dec 2021 |
5.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart