Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTDRX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | NA | -0.38% | NA | NA | NA | NA | NA | … | … |
Data as of 10/30/2018, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTDRX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS R6) | 01/12/2016 | 10/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | -0.38 | NA | NA | NA | NA | NA | … | … | -4.06 | 21.91 | 15.70 |
| Sharpe Ratio | NA | -0.13 | NA | NA | NA | NA | NA | … | … | -0.48 | 3.47 | 1.20 |
| Standard Deviation(%) | NA | 11.89 | NA | NA | NA | NA | NA | … | … | 12.68 | 6.15 | 13.26 |
| Draw Down(%) | NA | 11.47 | NA | NA | NA | NA | NA | … | … | 11.47 | 2.02 | 6.93 |
| Yield(%) | 0.00 | 1.48 | 1.62 | 0.97 | 0.49 | 0.32 | 0.24 | … | … | 0.26 | 2.23 | 1.96 |
Data as of 10/30/2018, 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 |
|---|---|---|---|---|
| VTDRX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
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 |
|---|---|---|---|---|
| VTDRX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart