Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRFIX (Dimensional Retirement Fxd Inc II Instl) | NA | 1.08% | NA | NA | NA | NA | NA | … | … |
Data as of 02/12/2015, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRFIX (Dimensional Retirement Fxd Inc II Instl) | 05/24/2012 | 02/12/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.08 | NA | NA | NA | NA | NA | … | … | -0.11 | 2.98 | -9.00 | 2.72 |
| Sharpe Ratio | NA | 0.25 | NA | NA | NA | NA | NA | … | … | -2.96 | 0.66 | -1.51 | 0.89 |
| Standard Deviation(%) | NA | 4.20 | NA | NA | NA | NA | NA | … | … | 0.32 | 4.48 | 5.97 | 5.09 |
| Draw Down(%) | NA | 3.49 | NA | NA | NA | NA | NA | … | … | 0.11 | 3.49 | 11.22 | 3.25 |
| Yield(%) | 0.00 | 1.65 | 1.46 | 0.88 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 1.67 | 0.96 | 1.90 |
Data as of 02/12/2015, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRFIX (Dimensional Retirement Fxd Inc II Instl) |
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 |
|---|---|---|---|---|
| DRFIX (Dimensional Retirement Fxd Inc II Instl) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart