DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND
DFA INVESTMENT DIMENSIONS GROUP INC
Fund of fundsTarget-date

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
9.16%
Sharpe
1.35
Sortino
2.53
Max drawdown
-22.32%
Best month
9.46%
Worst month
-11.59%

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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