Dimensional 2040 Target Date Ret Income
$17.67
-0.07 (-0.39%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- -0.6%
- 3 Months
- -0.8%
- YTD
- +5.9%
- 1 Year
- +7.8%
- 3 Year annualized
- +13.3%
- 5 Year annualized
- +6.0%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 9.2%
- Largest decline max drawdown, last 5 years
- -22.5%
- Risk-adjusted return Sharpe ratio, 1-year
- 0.86
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