Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITDX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -4.91% | NA | NA | NA | NA | NA | 8.74% |
Data as of 12/20/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITDX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS I) | 01/12/2016 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -4.91 | NA | NA | NA | NA | NA | 8.74 | -6.57 | 13.55 | 11.46 |
| Sharpe Ratio | NA | -0.96 | NA | NA | NA | NA | NA | 0.78 | -1.24 | 2.75 | 1.42 |
| Standard Deviation(%) | NA | 6.48 | NA | NA | NA | NA | NA | 6.58 | 6.47 | 4.71 | 8.11 |
| Draw Down(%) | NA | 8.80 | NA | NA | NA | NA | NA | 8.80 | 8.80 | 2.18 | 4.73 |
| Yield(%) | 0.00 | 1.58 | 1.58 | 0.95 | 0.47 | 0.32 | 0.24 | 2.37 | 0.13 | 2.41 | 1.94 |
Data as of 12/20/2018, 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 |
|---|---|---|---|---|
| VITDX (VIRTUS DFA 2025 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 |
|---|---|---|---|---|
| VITDX (VIRTUS DFA 2025 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart