Find A Portfolio/Ticker
Comparison Box
VPGDX: VANGUARD MANAGED PAYOUT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/24/2008 |
Last Dividend Date: | 12/28/2022 |
12-Mo. Yield | 3.22% |
Expenses | 0.27% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/26/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -3.6 | -12.9 | -8.4 | -1.2 | -0.2 | -0.3 | -2.9 | -8.4 | -42.8 | 6.9 | 15.3 | -5.7 | 13.3 | 7.6 | -0.7 | 5.9 | 15.9 | 11.0 | 0.7 | 12.3 | 16.4 | -31.6 |
Sharpe Ratio | NA | -0.49 | -0.34 | -0.26 | -0.07 | NA | -0.03 | -0.94 | -0.71 | -0.63 | 0.34 | 0.39 | -0.85 | 3.21 | 0.88 | -0.09 | 0.94 | 2.01 | 1.29 | 0.04 | 0.91 | 0.93 | -1.44 |
Draw Down(%) | NA | 12.4 | 50.9 | 50.9 | 50.9 | NA | 50.9 | 7.9 | 16.1 | 50.4 | 24.0 | 23.6 | 11.6 | 1.4 | 5.6 | 8.1 | 5.4 | 6.6 | 7.6 | 14.3 | 10.3 | 19.3 | 40.9 |
Standard Deviation(%) | NA | 13.8 | 40.8 | 36.4 | 26.2 | NA | 23.5 | 12.5 | 13.7 | 68.2 | 19.5 | 35.8 | 8.2 | 4.0 | 8.4 | 8.4 | 6.2 | 7.9 | 8.6 | 15.6 | 13.4 | 17.5 | 30.0 |
Treynor Ratio | NA | -0.05 | -0.13 | -0.07 | -0.01 | NA | 0.0 | -0.13 | -0.07 | 0.97 | 0.03 | 0.06 | -0.05 | 0.14 | 0.04 | -0.01 | 0.04 | 0.11 | 0.06 | 0.0 | 0.06 | 0.08 | -0.2 |
Alpha | NA | -0.02 | -0.05 | -0.04 | -0.02 | NA | -0.03 | -0.06 | 0.04 | -0.14 | -0.04 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.0 | 0.05 | 0.0 | -0.01 | 0.0 | -0.02 | -0.02 |
Beta | NA | 1.31 | 1.07 | 1.4 | 1.47 | NA | 1.77 | 0.89 | 1.44 | -0.44 | 1.94 | 2.25 | 1.34 | 0.92 | 1.7 | 1.35 | 1.57 | 1.42 | 1.82 | 2.31 | 2.1 | 1.94 | 2.13 |
RSquared | NA | 0.63 | 0.07 | 0.12 | 0.16 | NA | 0.31 | 0.16 | 0.84 | 0.0 | 0.92 | 0.05 | 0.65 | 0.41 | 0.8 | 0.61 | 0.73 | 0.61 | 0.69 | 0.81 | 0.75 | 0.85 | 0.88 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 12.4 | 4.2 | 6.3 | 7.8 | 4.1 | 10.2 | 5.0 | 4.1 | 3.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -58.6 | 223.0 | -31.5 | -26.5 | 93.4 | -58.5 | 117.9 | 16.7 | 33.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/21/2008
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%)