Dimensional 2035 Target Date Retirement Income Fund (DRIGX)

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The chart shows the growth of an initial investment of $10,000 in Dimensional 2035 Target Date Retirement Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Dimensional 2035 Target Date Retirement Income Fund (DRIGX) has returned -2.36% so far this year and 8.12% over the past 12 months. Over the last ten years, DRIGX has returned 6.99% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, DRIGX's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +8.9%, while the worst month was Sep 2022 at -10.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, DRIGX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +5.6%, while the worst single day was Mar 17, 2020 at -5.4%.

Dimensional 2035 Target Date Retirement Income Fund has an annualized alpha of 1.20%, beta of 0.49, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This fund participated in 77.15% of S&P 500 Index downside but only 63.33% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.49 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

DRIGX has an expense ratio of 0.21%, which is considered low.

DRIGX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Dimensional 2035 Target Date Retirement Income Fund (DRIGX) and compare them to a chosen benchmark (S&P 500 Index).

Dimensional 2035 Target Date Retirement Income Fund provided a 7.07% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Dimensional 2035 Target Date Retirement Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Dimensional 2035 Target Date Retirement Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dimensional 2035 Target Date Retirement Income Fund was 26.73%, occurring on Sep 30, 2022. Recovery took 688 trading sessions.

The current Dimensional 2035 Target Date Retirement Income Fund drawdown is 6.19%.

The chart below shows the rolling one-month volatility.