Nasdaq - Delayed Quote USD
Dimensional 2060 Target Dt Rtr Inc Instl (DRILX)
19.63
+0.29
+(1.50%)
At close: May 2 at 8:00:35 PM EDT
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 2060 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".
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.61% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.35% |
| 5y Average Return | 14.67% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DRILX | Category Average | DRILX | Category Average | DRILX | Category Average | |
| Alpha | 3.82 | -0.01 | 5.15 | 0 | -- | 0 |
| BETA | 1.23 | 0.01 | 1.29 | 0.01 | -- | 0 |
| Mean Annual Return | 0.7 | 0 | 1.34 | 0.01 | -- | 0 |
| R-squared | 94.78 | 0.95 | 95.33 | 0.97 | -- | 0 |
| Standard Deviation | 15.85 | 0.09 | 15.31 | 0.09 | -- | 0 |
| Sharpe Ratio | 0.25 | 0.01 | 0.87 | 0.01 | -- | 0 |
| Treynor Ratio | 2.28 | 0.03 | 10.28 | 0.07 | -- | 0 |
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