DTDRX vs. VLXVX

In the year-to-date period, DTDRX achieves a 4.05% return, which is significantly lower than VLXVX's 5.41% return.

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DTDRX has a 0.22% expense ratio, which is higher than VLXVX's 0.08% 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 2065 Target Date Retirement Income Fund (DTDRX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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 DTDRX Sharpe Ratio is 0.72, which is comparable to the VLXVX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of DTDRX and VLXVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DTDRX's dividend yield for the trailing twelve months is around 2.04%, more than VLXVX's 2.00% yield.

The maximum DTDRX drawdown since its inception was -33.33%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for DTDRX and VLXVX.

Dimensional 2065 Target Date Retirement Income Fund (DTDRX) has a higher volatility of 3.71% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 3.34%. This indicates that DTDRX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.