Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTDRX (Dimensional 2065 Target Date Retirement Income Fund Institutional Class) | 7.58% | 21.75% | 18.36% | 10.64% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTDRX (Dimensional 2065 Target Date Retirement Income Fund Institutional Class) | 01/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 21.75 | 18.36 | 10.64 | NA | NA | NA | … | … | 7.58 | 19.16 | 17.13 | 21.30 | -15.36 | 21.00 | 13.15 |
| Sharpe Ratio | NA | 1.94 | 1.24 | 0.57 | NA | NA | NA | … | … | 1.43 | 1.05 | 1.21 | 1.53 | -0.80 | 1.75 | 0.42 |
| Standard Deviation(%) | NA | 11.47 | 13.04 | 14.78 | NA | NA | NA | … | … | 13.60 | 15.74 | 11.17 | 11.63 | 20.94 | 11.96 | 30.91 |
| Draw Down(%) | NA | 8.79 | 15.73 | 23.47 | NA | NA | NA | … | … | 8.79 | 15.73 | 7.66 | 9.90 | 23.47 | 4.68 | 33.33 |
| Yield(%) | 0.00 | 1.98 | 2.43 | 2.08 | 1.60 | 1.07 | 0.80 | … | … | 0.00 | 2.35 | 2.39 | 2.31 | 1.66 | 1.85 | 2.80 |
Data as of 06/10/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTDRX (Dimensional 2065 Target Date Retirement Income Fund Institutional Class) |
5.52%
Apr 2021 – Apr 2024 |
10.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTDRX (Dimensional 2065 Target Date Retirement Income Fund Institutional Class) |
22.07%
Sep 2022 – Sep 2025 |
15.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart