Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDAAX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -5.20% | NA | NA | NA | NA | NA | 8.32% |
Data as of 12/20/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDAAX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 01/12/2016 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -5.20 | NA | NA | NA | NA | NA | 8.32 | -6.82 | 13.30 | 11.14 |
| Sharpe Ratio | NA | -1.01 | NA | NA | NA | NA | NA | 0.74 | -1.29 | 2.71 | 1.40 |
| Standard Deviation(%) | NA | 6.44 | NA | NA | NA | NA | NA | 6.53 | 6.43 | 4.69 | 8.03 |
| Draw Down(%) | NA | 9.05 | NA | NA | NA | NA | NA | 9.05 | 9.05 | 2.19 | 4.78 |
| Yield(%) | 0.00 | 1.46 | 1.42 | 0.85 | 0.43 | 0.28 | 0.21 | 2.13 | 0.13 | 2.16 | 1.72 |
Data as of 12/20/2018, 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 |
|---|---|---|---|---|
| VDAAX (VIRTUS DFA 2025 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 |
|---|---|---|---|---|
| VDAAX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart