Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRRDX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -1.77% | NA | NA | NA | NA | NA | 11.14% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRRDX (VIRTUS DFA 2030 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 (%) | -1.00 | -1.77 | NA | NA | NA | NA | NA | 11.14 | -5.45 | 16.06 | 12.55 |
| Sharpe Ratio | NA | -0.41 | NA | NA | NA | NA | NA | 0.98 | -1.02 | 3.40 | 1.41 |
| Standard Deviation(%) | NA | 7.24 | NA | NA | NA | NA | NA | 7.29 | 7.65 | 4.55 | 9.00 |
| Draw Down(%) | NA | 9.15 | NA | NA | NA | NA | NA | 9.15 | 9.15 | 1.72 | 4.07 |
| Yield(%) | 0.00 | 1.65 | 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 |
|---|---|---|---|---|
| VRRDX (VIRTUS DFA 2030 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 |
|---|---|---|---|---|
| VRRDX (VIRTUS DFA 2030 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart