Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTIRX (VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -0.66% | 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 |
|---|---|---|
| VTIRX (VIRTUS DFA 2050 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 | Common | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | -0.66 | NA | NA | NA | NA | NA | … | … | -4.28 | 21.75 | 15.42 |
| Sharpe Ratio | NA | -0.16 | NA | NA | NA | NA | NA | … | … | -0.50 | 3.42 | 1.18 |
| Standard Deviation(%) | NA | 11.92 | NA | NA | NA | NA | NA | … | … | 12.71 | 6.21 | 13.26 |
| Draw Down(%) | NA | 11.65 | NA | NA | NA | NA | NA | … | … | 11.65 | 2.03 | 6.94 |
| Yield(%) | 0.00 | 1.67 | 1.72 | 1.03 | 0.52 | 0.34 | 0.26 | … | … | 0.28 | 2.45 | 1.98 |
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 |
|---|---|---|---|---|
| VTIRX (VIRTUS DFA 2050 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 |
|---|---|---|---|---|
| VTIRX (VIRTUS DFA 2050 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart