Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTIDX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -0.55% | NA | NA | NA | NA | NA | 16.02% |
Data as of 10/30/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTIDX (VIRTUS DFA 2045 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 (%) | -1.36 | -0.55 | NA | NA | NA | NA | NA | 16.02 | -4.15 | 21.70 | 15.39 |
| Sharpe Ratio | NA | -0.15 | NA | NA | NA | NA | NA | 0.94 | -0.49 | 3.41 | 1.18 |
| Standard Deviation(%) | NA | 11.92 | NA | NA | NA | NA | NA | 11.12 | 12.72 | 6.20 | 13.26 |
| Draw Down(%) | NA | 11.59 | NA | NA | NA | NA | NA | 11.59 | 11.59 | 2.03 | 6.85 |
| Yield(%) | 0.00 | 1.48 | 1.62 | 0.97 | 0.49 | 0.32 | 0.24 | 2.43 | 0.26 | 2.23 | 1.95 |
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 |
|---|---|---|---|---|
| VTIDX (VIRTUS DFA 2045 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 |
|---|---|---|---|---|
| VTIDX (VIRTUS DFA 2045 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart