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Dimensional 2020 Target Date Retirement Income Fund Institutional Class: (MF: DRIRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:26 PM ET

$11.21 USD

+0.04 (0.36%)

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 2.77 77
3 months 2.40 87
6 months 4.80 90
1 Year 8.99 89
3 Year 7.70 90
5 Year 3.24 92
10 Year 5.79 81

* 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 9.98
5 Year 2.34
10 Year 5.59
Since Inception 5.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.06 2.54 3.45 0.58
2024 1.70 1.09 5.41 -3.54
2023 5.06 0.15 -4.42 7.06
2022 -4.68 -10.99 -6.81 4.21
2021 -1.26 5.43 1.34 4.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.779.984.537.67-17.6010.0916.1015.58-5.1811.148.48
% Total Return Rel to Index -0.37-8.23-20.48-18.570.59-18.58-2.29-15.90-0.79-10.64-3.45
% Total Return Rel to Peer -1.17-4.52-5.38-5.48-4.64-1.405.41-1.611.31-2.312.21
% Perf Quintile vs Peer* 5.005.000.005.004.004.002.004.002.004.001.00
% Dividends 0.000.370.280.370.690.530.180.230.230.270.21
% Yield 0.003.122.423.246.313.661.271.852.152.291.94
Capital Gains ($) 0.000.310.170.020.070.440.210.060.030.020.00
Expense Ratio 0.000.180.180.190.180.190.200.210.210.220.00

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