Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTARX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 1.91% | 3.05% | 11.51% | 3.28% | 4.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTARX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 01/12/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 3.05 | 11.51 | 3.28 | 4.18 | NA | NA | … | … | 1.91 | 7.18 | 14.84 | 22.78 | -28.17 | 7.08 | 5.73 | 19.17 | 14.18 |
| Sharpe Ratio | NA | 0.09 | 0.83 | 0.05 | 0.20 | NA | NA | … | … | 0.06 | 0.39 | 1.12 | 1.77 | -1.37 | 0.56 | 0.13 | 3.29 | 1.17 |
| Standard Deviation(%) | NA | 8.82 | 10.54 | 13.70 | 12.53 | NA | NA | … | … | 10.80 | 10.96 | 10.03 | 10.89 | 21.68 | 12.49 | 13.17 | 5.66 | 12.30 |
| Draw Down(%) | NA | 10.16 | 11.41 | 36.28 | 36.28 | NA | NA | … | … | 9.96 | 10.49 | 6.05 | 10.76 | 32.96 | 7.52 | 5.37 | 1.83 | 6.44 |
| Yield(%) | 0.00 | 14.41 | 11.51 | 7.62 | 5.27 | 3.83 | 2.87 | … | … | 0.53 | 15.07 | 14.19 | 2.96 | 5.25 | 7.91 | 1.89 | 2.20 | 1.63 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| VTARX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
-7.93%
Sep 2019 – Sep 2022 |
0.61%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTARX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
17.05%
Sep 2022 – Sep 2025 |
5.60%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart