Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VDTIX (VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -2.21% | NA | NA | NA | NA | NA | … | … |
Data as of 10/30/2018, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDTIX (VIRTUS DFA 2020 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 | Common | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | -2.21 | NA | NA | NA | NA | NA | … | … | -5.12 | 10.46 | 9.70 |
| Sharpe Ratio | NA | -0.71 | NA | NA | NA | NA | NA | … | … | -1.52 | 2.22 | 1.38 |
| Standard Deviation(%) | NA | 4.78 | NA | NA | NA | NA | NA | … | … | 4.86 | 4.45 | 7.05 |
| Draw Down(%) | NA | 6.41 | NA | NA | NA | NA | NA | … | … | 6.41 | 2.32 | 5.16 |
| Yield(%) | 0.00 | 2.87 | 1.97 | 1.18 | 0.59 | 0.39 | 0.30 | … | … | 0.15 | 3.66 | 1.76 |
Data as of 10/30/2018, Common starting date is 01/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDTIX (VIRTUS DFA 2020 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 |
|---|---|---|---|---|
| VDTIX (VIRTUS DFA 2020 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart