Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTITX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -6.82% | NA | NA | NA | NA | NA | 14.14% |
Data as of 12/20/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTITX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS I) | 01/12/2016 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | -6.82 | NA | NA | NA | NA | NA | 14.14 | -7.22 | 21.66 | 15.43 |
| Sharpe Ratio | NA | -0.61 | NA | NA | NA | NA | NA | 0.75 | -0.65 | 3.44 | 1.18 |
| Standard Deviation(%) | NA | 13.43 | NA | NA | NA | NA | NA | 11.48 | 13.47 | 6.14 | 13.25 |
| Draw Down(%) | NA | 13.17 | NA | NA | NA | NA | NA | 13.17 | 13.17 | 2.03 | 6.94 |
| Yield(%) | 0.00 | 1.61 | 1.73 | 1.04 | 0.52 | 0.35 | 0.26 | 2.59 | 0.23 | 2.53 | 1.99 |
Data as of 12/20/2018, 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 |
|---|---|---|---|---|
| VTITX (VIRTUS DFA 2055 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 |
|---|---|---|---|---|
| VTITX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart