Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDFIX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -2.10% | NA | NA | NA | NA | NA | 5.70% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDFIX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS I) | 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 | -2.10 | NA | NA | NA | NA | NA | 5.70 | -4.24 | 8.32 | 7.70 |
| Sharpe Ratio | NA | -0.82 | NA | NA | NA | NA | NA | 0.71 | -1.53 | 2.03 | 1.30 |
| Standard Deviation(%) | NA | 4.04 | NA | NA | NA | NA | NA | 4.73 | 4.14 | 3.80 | 5.90 |
| Draw Down(%) | NA | 5.26 | NA | NA | NA | NA | NA | 5.26 | 5.26 | 2.11 | 4.56 |
| Yield(%) | 0.00 | 1.74 | 1.58 | 0.95 | 0.48 | 0.32 | 0.24 | 2.38 | 0.04 | 2.53 | 2.03 |
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 |
|---|---|---|---|---|
| VDFIX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
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 |
|---|---|---|---|---|
| VDFIX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart