Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTATX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -0.91% | NA | NA | NA | NA | NA | 15.58% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTATX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 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 (%) | -1.44 | -0.91 | NA | NA | NA | NA | NA | 15.58 | -4.44 | 21.40 | 15.16 |
| Sharpe Ratio | NA | -0.18 | NA | NA | NA | NA | NA | 0.92 | -0.52 | 3.41 | 1.16 |
| Standard Deviation(%) | NA | 11.93 | NA | NA | NA | NA | NA | 11.09 | 12.73 | 6.12 | 13.22 |
| Draw Down(%) | NA | 11.79 | NA | NA | NA | NA | NA | 11.79 | 11.79 | 2.03 | 6.94 |
| Yield(%) | 0.00 | 1.34 | 1.43 | 0.86 | 0.43 | 0.29 | 0.22 | 2.15 | 0.26 | 1.95 | 1.72 |
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 |
|---|---|---|---|---|
| VTATX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
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 |
|---|---|---|---|---|
| VTATX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart