Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTRAX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS A) | NA | -7.08% | NA | NA | NA | NA | NA | 13.71% |
Data as of 12/20/2018, AR inception is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTRAX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS A) | 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 (%) | -1.65 | -7.08 | NA | NA | NA | NA | NA | 13.71 | -7.52 | 21.39 | 15.17 |
| Sharpe Ratio | NA | -0.63 | NA | NA | NA | NA | NA | 0.73 | -0.67 | 3.38 | 1.16 |
| Standard Deviation(%) | NA | 13.42 | NA | NA | NA | NA | NA | 11.49 | 13.45 | 6.17 | 13.29 |
| Draw Down(%) | NA | 13.39 | NA | NA | NA | NA | NA | 13.39 | 13.39 | 2.03 | 6.94 |
| Yield(%) | 0.00 | 1.50 | 1.55 | 0.93 | 0.46 | 0.31 | 0.23 | 2.32 | 0.23 | 2.28 | 1.73 |
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 |
|---|---|---|---|---|
| VTRAX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
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 |
|---|---|---|---|---|
| VTRAX (VIRTUS DFA 2055 TARGET DATE RETIREMENT INCOME FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart