Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDFAX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -2.16% | NA | NA | NA | NA | NA | 10.48% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDFAX (VIRTUS DFA 2030 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 (%) | -0.92 | -2.16 | NA | NA | NA | NA | NA | 10.48 | -5.79 | 15.64 | 12.03 |
| Sharpe Ratio | NA | -0.47 | NA | NA | NA | NA | NA | 0.92 | -1.07 | 3.33 | 1.35 |
| Standard Deviation(%) | NA | 7.21 | NA | NA | NA | NA | NA | 7.28 | 7.62 | 4.53 | 9.01 |
| Draw Down(%) | NA | 9.50 | NA | NA | NA | NA | NA | 9.50 | 9.50 | 1.73 | 4.10 |
| Yield(%) | 0.00 | 1.51 | 1.47 | 0.88 | 0.44 | 0.29 | 0.22 | 2.20 | 0.18 | 2.23 | 1.70 |
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 |
|---|---|---|---|---|
| VDFAX (VIRTUS DFA 2030 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 |
|---|---|---|---|---|
| VDFAX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart