Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTARX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 6.38% | 10.57% | 14.22% | 4.38% | NA | NA | NA | 5.35% |
Data as of 07/11/2025, AR inception 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 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 10.57 | 14.22 | 4.38 | NA | NA | NA | 5.35 | 6.38 | 14.84 | 22.78 | -28.17 | 7.08 | 5.73 | 19.17 | 14.18 |
| Sharpe Ratio | NA | 0.62 | 0.85 | 0.15 | NA | NA | NA | 0.28 | 0.71 | 1.12 | 1.77 | -1.37 | 0.56 | 0.13 | 3.29 | 1.17 |
| Standard Deviation(%) | NA | 11.92 | 12.80 | 14.41 | NA | NA | NA | 12.95 | 13.54 | 10.03 | 10.89 | 21.68 | 12.49 | 13.17 | 5.66 | 12.30 |
| Draw Down(%) | NA | 11.41 | 15.52 | 36.28 | NA | NA | NA | 36.28 | 10.49 | 6.05 | 10.76 | 32.96 | 7.52 | 5.37 | 1.83 | 6.44 |
| Yield(%) | 0.00 | 12.39 | 8.53 | 5.94 | 4.16 | 2.77 | 2.08 | 4.62 | 0.36 | 14.20 | 2.96 | 5.25 | 7.91 | 1.89 | 2.20 | 1.63 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| 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) |
15.34%
Jun 2022 - Jun 2025 |
3.52%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart