Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIUX (Dimensional 2025 Target Date Ret Income) | 4.00% | 10.22% | 6.86% | 1.72% | 5.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIUX (Dimensional 2025 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 | 10.22 | 6.86 | 1.72 | 5.64 | NA | NA | … | … | 4.00 | 4.29 | 3.86 | 8.09 | -20.97 | 12.04 | 17.46 | 18.97 | -6.67 | 14.41 | 9.21 | -1.92 |
| Sharpe Ratio | NA | 1.55 | 0.50 | -0.07 | 0.46 | NA | NA | … | … | 1.27 | 0.18 | 0.03 | 0.46 | -1.59 | 1.64 | 1.27 | 3.02 | -1.21 | 2.88 | 1.13 | -1.58 |
| Standard Deviation(%) | NA | 5.41 | 7.60 | 9.34 | 8.86 | NA | NA | … | … | 6.13 | 7.92 | 7.04 | 9.71 | 14.16 | 7.32 | 13.48 | 5.80 | 6.68 | 4.80 | 7.98 | 7.71 |
| Draw Down(%) | NA | 4.49 | 9.28 | 25.08 | 25.08 | NA | NA | … | … | 4.49 | 5.37 | 4.69 | 9.28 | 24.61 | 4.33 | 18.09 | 1.88 | 10.34 | 2.22 | 4.69 | 3.59 |
| Yield(%) | 0.00 | 5.29 | 4.80 | 4.95 | 4.96 | 3.47 | 2.60 | … | … | 0.00 | 5.86 | 4.38 | 4.65 | 5.77 | 8.36 | 4.18 | 2.61 | 2.23 | 2.73 | 2.30 | 0.19 |
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 |
|---|---|---|---|---|
| DRIUX (Dimensional 2025 Target Date Ret Income) |
-3.91%
Dec 2021 – Dec 2024 |
1.70%
Dec 2020 – Dec 2025 |
5.35%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIUX (Dimensional 2025 Target Date Ret Income) |
16.12%
Dec 2018 – Dec 2021 |
10.82%
Dec 2016 – Dec 2021 |
6.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart