Find A Portfolio/Ticker
Comparison Box
VPDFX: Vanguard Managed Payout Dis Focus Inv (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/24/2008 |
Last Dividend Date: | 12/30/2013 |
12-Mo. Yield | 6.64% |
Expenses | 0.21% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/17/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/24/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 11.3 | 7.9 | 10.7 | 1.8 | -0.2 | 14.0 | 9.4 | 1.9 | 11.7 | 12.7 | -30.8 |
Sharpe Ratio | NA | 1.63 | 0.83 | 0.94 | 0.11 | -0.77 | 2.02 | 1.32 | 0.14 | 1.02 | 0.79 | -1.53 |
Draw Down(%) | NA | 6.0 | 11.7 | 14.0 | 43.2 | 0.7 | 6.0 | 6.6 | 11.7 | 8.7 | 18.4 | 39.5 |
Standard Deviation(%) | NA | 6.9 | 9.5 | 11.3 | 14.4 | 5.6 | 6.9 | 7.1 | 13.0 | 11.4 | 15.9 | 27.5 |
Treynor Ratio | NA | 0.07 | 0.04 | 0.06 | 0.01 | -0.03 | 0.09 | 0.06 | 0.01 | 0.06 | 0.07 | -0.21 |
Alpha | NA | 0.01 | -0.02 | -0.03 | -0.03 | -0.07 | 0.02 | -0.02 | -0.03 | -0.02 | -0.04 | -0.07 |
Beta | NA | 1.61 | 1.86 | 1.83 | 1.91 | 1.57 | 1.62 | 1.71 | 2.01 | 1.94 | 1.77 | 1.99 |
RSquared | NA | 0.82 | 0.83 | 0.84 | 0.87 | 0.73 | 0.82 | 0.76 | 0.87 | 0.82 | 0.87 | 0.9 |
Yield(%) | N/A | 16.3 | 11.7 | 10.5 | N/A | 0.0 | 16.9 | 7.2 | 13.7 | 5.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 113.0 | N/A | N/A | N/A | -100.0 | 139.6 | -53.3 | 170.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (94%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)