DRILX vs. SWPRX

In the year-to-date period, DRILX achieves a 4.08% return, which is significantly lower than SWPRX's 4.96% return.

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DRILX has a 0.22% expense ratio, which is higher than SWPRX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional 2060 Target Date Retirement Income Fund (DRILX) and Schwab Target 2060 Fund (SWPRX). 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.

The current DRILX Sharpe Ratio is 0.71, which is comparable to the SWPRX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of DRILX and SWPRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DRILX's dividend yield for the trailing twelve months is around 2.33%, less than SWPRX's 2.96% yield.

The maximum DRILX drawdown since its inception was -33.48%, roughly equal to the maximum SWPRX drawdown of -34.43%. Use the drawdown chart below to compare losses from any high point for DRILX and SWPRX.

Dimensional 2060 Target Date Retirement Income Fund (DRILX) and Schwab Target 2060 Fund (SWPRX) have volatilities of 3.73% and 3.56%, 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.