Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDRRX (VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -2.01% | NA | NA | NA | NA | NA | 7.52% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDRRX (VIRTUS DFA 2020 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 (%) | -0.54 | -2.01 | NA | NA | NA | NA | NA | 7.52 | -5.01 | 10.74 | 9.90 |
| Sharpe Ratio | NA | -0.66 | NA | NA | NA | NA | NA | 0.82 | -1.46 | 2.27 | 1.42 |
| Standard Deviation(%) | NA | 4.88 | NA | NA | NA | NA | NA | 5.63 | 4.98 | 4.46 | 7.02 |
| Draw Down(%) | NA | 6.30 | NA | NA | NA | NA | NA | 6.30 | 6.30 | 2.31 | 5.15 |
| Yield(%) | 0.00 | 2.87 | 1.97 | 1.18 | 0.59 | 0.39 | 0.30 | 2.96 | 0.15 | 3.67 | 1.76 |
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 |
|---|---|---|---|---|
| VDRRX (VIRTUS DFA 2020 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 |
|---|---|---|---|---|
| VDRRX (VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart