Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDIFX (Dimensional Retirement Income Fund Insti) | 3.41% | 8.74% | 7.51% | 3.82% | 4.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDIFX (Dimensional Retirement Income Fund Insti) | 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 (%) | 0.08 | 8.74 | 7.51 | 3.82 | 4.67 | NA | NA | … | … | 3.41 | 6.12 | 6.21 | 7.77 | -9.37 | 6.83 | 9.32 | 9.97 | -1.98 | 6.40 | 4.65 | -1.04 |
| Sharpe Ratio | NA | 2.12 | 1.12 | 0.29 | 0.70 | NA | NA | … | … | 1.69 | 0.78 | 0.71 | 0.91 | -1.49 | 1.91 | 1.32 | 3.17 | -1.11 | 2.70 | 1.21 | -2.09 |
| Standard Deviation(%) | NA | 3.12 | 3.97 | 4.78 | 4.44 | NA | NA | … | … | 3.70 | 4.28 | 3.65 | 4.55 | 7.26 | 3.56 | 6.87 | 2.68 | 3.05 | 2.13 | 3.67 | 3.28 |
| Draw Down(%) | NA | 2.69 | 3.37 | 12.39 | 12.39 | NA | NA | … | … | 2.69 | 3.03 | 1.85 | 3.37 | 12.21 | 1.84 | 9.98 | 0.94 | 4.28 | 1.06 | 1.82 | 1.70 |
| Yield(%) | 0.00 | 2.81 | 3.21 | 3.12 | 2.82 | 1.94 | 1.46 | … | … | 0.00 | 3.39 | 3.20 | 3.23 | 4.04 | 2.87 | 1.48 | 2.14 | 2.02 | 2.23 | 1.49 | 0.16 |
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 |
|---|---|---|---|---|
| TDIFX (Dimensional Retirement Income Fund Insti) |
0.97%
Apr 2021 – Apr 2024 |
2.43%
Sep 2017 – Sep 2022 |
4.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDIFX (Dimensional Retirement Income Fund Insti) |
8.70%
Dec 2018 – Dec 2021 |
6.02%
Dec 2016 – Dec 2021 |
4.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart