Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIDFX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS I) | NA | -0.38% | 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 |
|---|---|---|
| VIDFX (VIRTUS DFA 2040 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 (%) | -1.25 | -0.38 | NA | NA | NA | NA | NA | … | … | -3.56 | 19.48 | 14.43 |
| Sharpe Ratio | NA | -0.15 | NA | NA | NA | NA | NA | … | … | -0.50 | 3.35 | 1.19 |
| Standard Deviation(%) | NA | 10.42 | NA | NA | NA | NA | NA | … | … | 11.11 | 5.65 | 12.29 |
| Draw Down(%) | NA | 10.14 | NA | NA | NA | NA | NA | … | … | 10.14 | 1.83 | 6.43 |
| Yield(%) | 0.00 | 1.93 | 1.77 | 1.06 | 0.53 | 0.35 | 0.27 | … | … | 0.46 | 2.50 | 1.87 |
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 |
|---|---|---|---|---|
| VIDFX (VIRTUS DFA 2040 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 |
|---|---|---|---|---|
| VIDFX (VIRTUS DFA 2040 TARGET DATE RETIREMENT INCOME FUND CLASS I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart