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Nasdaq - Delayed Quote USD

Dimensional 2035 Target Dt Rtr Inc Instl (DRIGX)

13.41
+0.06
+(0.45%)
At close: May 2 at 8:00:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.56%
5y Average Return 6.83%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 21.77%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 21.77%
Worst 3Y Total Return -1.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DRIGX
Category
YTD
1.23%
9.49%
1-Month
-2.55%
1.04%
3-Month
1.23%
5.73%
1-Year
4.55%
29.95%
3-Year
0.99%
12.29%
5-Year
8.47%
12.13%
10-Year
0.00%
9.24%
Last Bull Market
11.96%
19.43%
Last Bear Market
-14.75%
-17.22%

Annual Total Return (%) History

Year
DRIGX
Category
2025
--
--
2024
7.31%
--
2023
12.90%
--
2022
-20.93%
--
2021
15.82%
--
2020
16.43%
14.04%
2019
21.77%
22.04%
2018
-7.36%
-7.04%

2017
18.24%
18.43%
2016
8.38%
7.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.23% -- -- --
2024 3.91% 1.15% 6.55% -4.18%
2023 6.22% 2.84% -5.84% 9.77%
2022 -5.85% -14.75% -7.96% 7.02%
2021 1.70% 6.79% -0.00% 6.65%
2020 -12.92% 14.49% 6.07% 10.10%
2019 9.79% 3.34% 1.49% 5.75%
2018 -0.82% 0.83% 2.81% -9.89%
2017 5.19% 2.96% 3.58% 5.39%
2016 1.50% 1.49% 4.24% 0.94%

Rank in Category (By Total Return)

YTD 5
1-Month 54
3-Month 5
1-Year 87
3-Year 100
5-Year 99

Load Adjusted Returns

1-Year 4.55%
3-Year 0.99%
5-Year 8.47%
10-Year --

Performance & Risk

YTD Return 0.56%
5y Average Return 6.83%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Dimensional Fund Advisors
Net Assets 188.19M
YTD Return 1.23%
Yield 3.10%
Morningstar Rating
Inception Date Nov 02, 2015

Fund Summary

To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2035 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolio's allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the "landing point".

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