Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDFRX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -1.82% | NA | NA | NA | NA | NA | 6.03% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDFRX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | 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 (%) | -0.37 | -1.82 | NA | NA | NA | NA | NA | 6.03 | -4.05 | 8.59 | 7.90 |
| Sharpe Ratio | NA | -0.76 | NA | NA | NA | NA | NA | 0.75 | -1.50 | 2.07 | 1.32 |
| Standard Deviation(%) | NA | 3.99 | NA | NA | NA | NA | NA | 4.77 | 4.08 | 3.87 | 5.99 |
| Draw Down(%) | NA | 4.97 | NA | NA | NA | NA | NA | 4.97 | 4.97 | 2.01 | 4.55 |
| Yield(%) | 0.00 | 1.73 | 1.58 | 0.95 | 0.48 | 0.32 | 0.24 | 2.38 | 0.04 | 2.52 | 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 |
|---|---|---|---|---|
| VDFRX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
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 |
|---|---|---|---|---|
| VDFRX (VIRTUS DFA 2015 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart