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Financial Services

Dimensional 2040 Target Dt Rtr Inc Instl(DRIHX)

Fund

Live Price

Offline

$18.42

+0.77% today

1Y Change

+12.82%

Window

Jun 23, 2025 โ†’ May 29, 2026

Market Cap
$190.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 236 bars ยท Jun 23, 2025 โ†’ May 29, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Dimensional 2040 Target Dt Rtr Inc Instl (DRIHX) is a fund with a market cap of $190.00M and listed on NASDAQ. The fund last traded around $18.42 and up 12.8% across the available one-year price window (Jun 23, 2025 โ†’ May 29, 2026). Stock Foundry combines DRIHX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

DRIHX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

DRIHX Max Drawdown

-6.96%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for DRIHX and SPY.

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Latest News

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Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.