Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VARTX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -2.30% | NA | NA | NA | NA | NA | 5.33% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VARTX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 01/12/2016 | 10/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | -2.30 | NA | NA | NA | NA | NA | 5.33 | -4.43 | 7.99 | 7.50 |
| Sharpe Ratio | NA | -0.88 | NA | NA | NA | NA | NA | 0.65 | -1.61 | 1.95 | 1.25 |
| Standard Deviation(%) | NA | 3.98 | NA | NA | NA | NA | NA | 4.74 | 4.08 | 3.78 | 5.96 |
| Draw Down(%) | NA | 5.44 | NA | NA | NA | NA | NA | 5.44 | 5.44 | 2.11 | 4.68 |
| Yield(%) | 0.00 | 1.63 | 1.43 | 0.86 | 0.43 | 0.29 | 0.21 | 2.15 | 0.04 | 2.29 | 1.82 |
Data as of 10/30/2018, AR inception is 01/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VARTX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VARTX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart