Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIWX (Dimensional 2030 Target Date Retirement) | 4.88% | 12.75% | 8.25% | 2.42% | 6.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIWX (Dimensional 2030 Target Date Retirement) | 11/03/2015 | 06/05/2026 |
| 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 (%) | -0.08 | 12.75 | 8.25 | 2.42 | 6.63 | NA | NA | … | … | 4.88 | 3.67 | 5.12 | 10.05 | -22.34 | 14.00 | 18.33 | 21.04 | -7.36 | 16.82 | 9.11 | -2.73 |
| Sharpe Ratio | NA | 1.59 | 0.58 | 0.00 | 0.50 | NA | NA | … | … | 1.28 | 0.08 | 0.18 | 0.62 | -1.51 | 1.74 | 1.15 | 3.01 | -1.06 | 3.51 | 0.98 | -1.80 |
| Standard Deviation(%) | NA | 6.76 | 9.01 | 10.62 | 10.10 | NA | NA | … | … | 7.86 | 10.32 | 8.20 | 10.47 | 15.77 | 8.02 | 15.65 | 6.51 | 8.27 | 4.62 | 9.06 | 8.95 |
| Draw Down(%) | NA | 5.75 | 10.68 | 27.10 | 27.10 | NA | NA | … | … | 5.75 | 7.85 | 4.95 | 10.68 | 26.72 | 4.37 | 21.11 | 2.35 | 12.69 | 1.75 | 5.97 | 3.79 |
| Yield(%) | 0.00 | 6.92 | 5.80 | 4.99 | 5.26 | 3.61 | 2.71 | … | … | 0.00 | 7.51 | 6.02 | 4.31 | 4.88 | 6.73 | 4.42 | 2.82 | 2.21 | 2.60 | 2.28 | 0.07 |
Data as of 06/05/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIWX (Dimensional 2030 Target Date Retirement) |
-3.51%
Dec 2021 – Dec 2024 |
2.36%
Mar 2021 – Mar 2026 |
6.23%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIWX (Dimensional 2030 Target Date Retirement) |
17.76%
Dec 2018 – Dec 2021 |
12.06%
Dec 2016 – Dec 2021 |
7.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart