Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIRX (Dimensional 2020 Target Date Ret Income) | 4.03% | 10.23% | 7.32% | 2.49% | 5.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIRX (Dimensional 2020 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 | 10.23 | 7.32 | 2.49 | 5.33 | NA | NA | … | … | 4.03 | 4.28 | 4.53 | 7.67 | -17.64 | 10.11 | 16.16 | 15.63 | -5.17 | 11.16 | 8.48 | -1.60 |
| Sharpe Ratio | NA | 1.72 | 0.64 | 0.01 | 0.50 | NA | NA | … | … | 1.40 | 0.19 | 0.15 | 0.49 | -1.56 | 1.61 | 1.45 | 2.89 | -1.27 | 2.29 | 1.19 | -1.59 |
| Standard Deviation(%) | NA | 4.85 | 6.60 | 8.08 | 7.55 | NA | NA | … | … | 5.61 | 7.49 | 6.10 | 8.31 | 12.24 | 6.26 | 10.92 | 4.89 | 5.18 | 4.61 | 6.94 | 6.44 |
| Draw Down(%) | NA | 4.09 | 7.60 | 21.48 | 21.48 | NA | NA | … | … | 4.09 | 5.12 | 3.90 | 7.60 | 20.98 | 3.97 | 15.23 | 2.04 | 7.50 | 2.42 | 5.13 | 3.09 |
| Yield(%) | 0.00 | 5.81 | 4.69 | 4.79 | 4.55 | 3.20 | 2.40 | … | … | 0.00 | 6.39 | 4.20 | 3.75 | 5.74 | 7.43 | 3.36 | 2.83 | 2.40 | 2.85 | 2.22 | 0.21 |
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 |
|---|---|---|---|---|
| DRIRX (Dimensional 2020 Target Date Ret Income) |
-2.50%
Dec 2021 – Dec 2024 |
2.34%
Dec 2020 – Dec 2025 |
5.02%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIRX (Dimensional 2020 Target Date Ret Income) |
13.93%
Dec 2018 – Dec 2021 |
9.28%
Dec 2016 – Dec 2021 |
5.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart