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Dimensional 2055 Target Date Retirement Income Fund Institutional Class: (MF: DRIKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:28 PM ET

$22.80 USD

-0.01 (-0.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.57 31
3 months 5.44 31
6 months 11.04 22
1 Year 23.02 14
3 Year 19.74 3
5 Year 12.23 2
10 Year 13.04 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 20.17
5 Year 11.84
10 Year 11.86
Since Inception 11.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.55 10.44 7.18 3.12
2024 8.29 2.54 6.18 -0.61
2023 6.48 5.96 -2.76 10.48
2022 -4.38 -14.08 -6.22 9.96
2021 6.44 6.72 -0.76 7.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5720.1817.1921.22-15.2921.0014.2025.59-9.1522.629.76
% Total Return Rel to Index 1.511.96-7.82-5.022.91-7.67-4.20-5.89-4.760.82-2.17
% Total Return Rel to Peer 0.715.677.278.06-2.329.493.518.39-2.669.163.49
% Perf Quintile vs Peer* 2.001.000.001.003.001.002.001.005.001.001.00
% Dividends 0.000.380.340.330.280.270.220.260.230.230.20
% Yield 0.001.581.672.131.791.451.401.831.981.791.91
Capital Gains ($) 0.000.050.130.210.290.110.140.020.020.010.01
Expense Ratio 0.000.210.220.220.220.230.250.270.260.270.00

* 1 = Top 20%, 5 = Bottom 20%