Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRRTX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -0.91% | 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 |
|---|---|---|
| VRRTX (VIRTUS DFA 2035 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 | Common | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | -0.91 | NA | NA | NA | NA | NA | … | … | -4.27 | 17.83 | 12.89 |
| Sharpe Ratio | NA | -0.25 | NA | NA | NA | NA | NA | … | … | -0.69 | 3.65 | 1.24 |
| Standard Deviation(%) | NA | 8.64 | NA | NA | NA | NA | NA | … | … | 9.24 | 4.73 | 10.47 |
| Draw Down(%) | NA | 9.41 | NA | NA | NA | NA | NA | … | … | 9.41 | 1.39 | 5.29 |
| Yield(%) | 0.00 | 1.53 | 1.55 | 0.93 | 0.46 | 0.31 | 0.23 | … | … | 0.16 | 2.33 | 1.83 |
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 |
|---|---|---|---|---|
| VRRTX (VIRTUS DFA 2035 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 |
|---|---|---|---|---|
| VRRTX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart