Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTDIX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -1.08% | NA | NA | NA | NA | NA | 12.53% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTDIX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS I) | 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 (%) | -1.13 | -1.08 | NA | NA | NA | NA | NA | 12.53 | -4.29 | 17.41 | 12.69 |
| Sharpe Ratio | NA | -0.27 | NA | NA | NA | NA | NA | 0.96 | -0.70 | 3.59 | 1.21 |
| Standard Deviation(%) | NA | 8.60 | NA | NA | NA | NA | NA | 8.48 | 9.19 | 4.69 | 10.55 |
| Draw Down(%) | NA | 9.52 | NA | NA | NA | NA | NA | 9.52 | 9.52 | 1.39 | 5.30 |
| Yield(%) | 0.00 | 1.54 | 1.55 | 0.93 | 0.46 | 0.31 | 0.23 | 2.32 | 0.16 | 2.34 | 1.83 |
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 |
|---|---|---|---|---|
| VTDIX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
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 |
|---|---|---|---|---|
| VTDIX (VIRTUS DFA 2035 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart