Dimensional 2025 Target Date Ret Income
$10.97
+0.01 (+0.09%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- -1.1%
- 3 Months
- -2.2%
- YTD
- +0.6%
- 1 Year
- +0.4%
- 3 Year annualized
- +6.7%
- 5 Year annualized
- -0.7%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 5.8%
- Largest decline max drawdown, last 5 years
- -26.9%
- Risk-adjusted return Sharpe ratio, 1-year
- 0.10
Own DRIUX?
See how DRIUX contributes to your portfolio's return, allocation, and risk.
7-day free trial, then $9/month.