Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTDAX (VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -0.94% | 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 |
|---|---|---|
| VTDAX (VIRTUS DFA 2050 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 (%) | -1.45 | -0.94 | NA | NA | NA | NA | NA | 15.58 | -4.50 | 21.47 | 15.16 |
| Sharpe Ratio | NA | -0.18 | NA | NA | NA | NA | NA | 0.92 | -0.53 | 3.35 | 1.16 |
| Standard Deviation(%) | NA | 11.89 | NA | NA | NA | NA | NA | 11.10 | 12.68 | 6.25 | 13.22 |
| Draw Down(%) | NA | 11.86 | NA | NA | NA | NA | NA | 11.86 | 11.86 | 2.03 | 6.94 |
| Yield(%) | 0.00 | 1.54 | 1.53 | 0.92 | 0.46 | 0.31 | 0.23 | 2.30 | 0.28 | 2.18 | 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 |
|---|---|---|---|---|
| VTDAX (VIRTUS DFA 2050 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 |
|---|---|---|---|---|
| VTDAX (VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart