Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTRX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -0.14% | NA | NA | NA | NA | NA | 15.19% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTRX (VIRTUS DFA 2040 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 (%) | -1.16 | -0.14 | NA | NA | NA | NA | NA | 15.19 | -3.40 | 19.71 | 14.73 |
| Sharpe Ratio | NA | -0.13 | NA | NA | NA | NA | NA | 0.99 | -0.48 | 3.41 | 1.21 |
| Standard Deviation(%) | NA | 10.44 | NA | NA | NA | NA | NA | 10.07 | 11.14 | 5.61 | 12.33 |
| Draw Down(%) | NA | 10.03 | NA | NA | NA | NA | NA | 10.03 | 10.03 | 1.82 | 6.43 |
| Yield(%) | 0.00 | 1.93 | 1.77 | 1.06 | 0.53 | 0.35 | 0.27 | 2.66 | 0.46 | 2.51 | 1.87 |
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 |
|---|---|---|---|---|
| VRTRX (VIRTUS DFA 2040 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 |
|---|---|---|---|---|
| VRTRX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart