Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRITX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -1.95% | NA | NA | NA | NA | NA | 10.81% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRITX (VIRTUS DFA 2030 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 (%) | -1.00 | -1.95 | NA | NA | NA | NA | NA | 10.81 | -5.63 | 15.81 | 12.35 |
| Sharpe Ratio | NA | -0.43 | NA | NA | NA | NA | NA | 0.95 | -1.04 | 3.36 | 1.38 |
| Standard Deviation(%) | NA | 7.27 | NA | NA | NA | NA | NA | 7.30 | 7.69 | 4.53 | 9.01 |
| Draw Down(%) | NA | 9.34 | NA | NA | NA | NA | NA | 9.34 | 9.34 | 1.73 | 4.07 |
| Yield(%) | 0.00 | 1.64 | 1.64 | 0.98 | 0.49 | 0.33 | 0.25 | 2.46 | 0.18 | 2.49 | 1.92 |
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 |
|---|---|---|---|---|
| VRITX (VIRTUS DFA 2030 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 |
|---|---|---|---|---|
| VRITX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart