DRIKX vs. DRILX
DRIKX (Dimensional 2055 Target Date Retirement Income Fund) and DRILX (Dimensional 2060 Target Date Retirement Income Fund) are both Target Retirement Date funds from Dimensional. Over the past 10 years, DRIKX returned 12.60%/yr vs 12.69%/yr for DRILX. With a 1.00 correlation, they move nearly in lockstep. Both charge a 0.22% expense ratio.
Performance
DRIKX vs. DRILX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with DRIKX having a 12.38% return and DRILX slightly higher at 12.39%. Both investments have delivered pretty close results over the past 10 years, with DRIKX having a 12.60% annualized return and DRILX not far ahead at 12.69%.
DRIKX
- 1D
- 0.35%
- 1M
- 5.02%
- YTD
- 12.38%
- 6M
- 13.14%
- 1Y
- 28.14%
- 3Y*
- 20.34%
- 5Y*
- 11.66%
- 10Y*
- 12.60%
DRILX
- 1D
- 0.35%
- 1M
- 5.03%
- YTD
- 12.39%
- 6M
- 13.17%
- 1Y
- 28.14%
- 3Y*
- 20.47%
- 5Y*
- 11.73%
- 10Y*
- 12.69%
DRIKX vs. DRILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 12.38% | 19.29% | 17.19% | 21.26% | -15.32% | 21.28% | 14.20% | 25.63% | -9.16% | 21.59% |
DRILX Dimensional 2060 Target Date Retirement Income Fund | 12.39% | 19.66% | 17.10% | 21.37% | -15.28% | 21.08% | 14.10% | 25.61% | -9.07% | 21.51% |
Correlation
The correlation between DRIKX and DRILX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 1.00 |
The correlation between DRIKX and DRILX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
DRIKX vs. DRILX — Risk / Return Rank
DRIKX
DRILX
DRIKX vs. DRILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and Dimensional 2060 Target Date Retirement Income Fund (DRILX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DRIKX | DRILX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.52 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 3.70 | -0.03 |
| Martin ratioReturn relative to average drawdown | 16.03 | 16.18 | -0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DRIKX | DRILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.81 | 2.87 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.81 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.82 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.82 | -0.01 |
Drawdowns
DRIKX vs. DRILX - Drawdown Comparison
The maximum DRIKX drawdown since its inception was -33.48%, roughly equal to the maximum DRILX drawdown of -33.48%. Use the drawdown chart below to compare losses from any high point for DRIKX and DRILX.
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Drawdown Indicators
| DRIKX | DRILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.48% | -33.48% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -8.58% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -16.02% | -15.76% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -23.50% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -33.48% | 0.00% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.24% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.88% | +0.01% |
Volatility
DRIKX vs. DRILX - Volatility Comparison
Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and Dimensional 2060 Target Date Retirement Income Fund (DRILX) have volatilities of 3.11% and 3.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIKX | DRILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 3.12% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 8.72% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 11.07% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.83% | 14.84% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 15.75% | 0.00% |
DRIKX vs. DRILX - Expense Ratio Comparison
Both DRIKX and DRILX have an expense ratio of 0.22%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
DRIKX vs. DRILX - Dividend Comparison
DRIKX's dividend yield for the trailing twelve months is around 1.31%, less than DRILX's 1.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 1.31% | 1.24% | 2.44% | 3.19% | 3.92% | 2.37% | 2.41% | 2.12% | 2.27% | 1.18% | 1.39% |
DRILX Dimensional 2060 Target Date Retirement Income Fund | 1.34% | 1.47% | 2.40% | 3.26% | 3.97% | 2.25% | 2.11% | 2.12% | 2.25% | 0.91% | 1.96% |
Frequently Asked Questions
With a correlation of 0.99, DRIKX and DRILX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DRILX has higher volatility (3.12%) compared to DRIKX (3.11%). In terms of maximum drawdown, DRIKX dropped -33.48% vs DRILX's -33.48%.
DRILX currently has the higher Sharpe Ratio (2.87 vs 2.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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