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VCTPX: INFLATION PROTECTED FUND INFLATION PROTECTED FUND (MUTUAL FUND)
Basic Info 8.3 0.01(0.12%) April 22
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (78%) |
Start Date: | 12/28/2004 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 13.37% |
Expenses | 0.52% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/08/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -1.6 | -1.0 | -0.7 | 2.0 | 1.7 | 3.2 | 2.6 | 4.0 | -10.2 | 5.1 | 8.8 | 8.7 | -2.2 | 4.9 | 3.8 | -3.0 | 3.0 | -7.0 | 8.0 | 10.1 | 9.1 | 9.6 | -5.5 | 7.7 | -3.0 | 2.7 | 0.5 |
Sharpe Ratio | NA | -1.99 | -0.76 | -0.46 | 0.07 | 0.13 | NA | 0.27 | -0.03 | -1.44 | 1.3 | 1.28 | 2.33 | -1.46 | 1.61 | 1.17 | -0.86 | 1.08 | -1.62 | 2.3 | 1.98 | 1.72 | 1.19 | -0.56 | 0.63 | -1.13 | 0.1 | 8.0 |
Draw Down(%) | NA | 2.2 | 5.9 | 12.8 | 12.8 | 12.8 | NA | 16.5 | 6.1 | 12.5 | 2.6 | 12.2 | 1.8 | 3.2 | 1.5 | 3.7 | 4.8 | 3.1 | 8.8 | 1.7 | 3.4 | 4.9 | 4.9 | 16.5 | 4.5 | 5.9 | 3.2 | 0.3 |
Standard Deviation(%) | NA | 4.2 | 5.7 | 6.4 | 6.0 | 4.7 | NA | 5.7 | 6.4 | 8.1 | 3.9 | 6.7 | 3.1 | 2.4 | 2.6 | 3.1 | 3.5 | 2.7 | 4.3 | 3.5 | 5.1 | 5.2 | 8.0 | 11.5 | 7.5 | 5.5 | 5.2 | 5.6 |
Treynor Ratio | NA | -0.11 | -0.05 | -0.03 | 0.01 | 0.01 | NA | 0.02 | 0.0 | -0.14 | 0.07 | 0.11 | 0.11 | -0.06 | 0.07 | 0.06 | -0.05 | 0.06 | -0.1 | 0.12 | 0.15 | 0.11 | 0.1 | -0.08 | 0.05 | -0.07 | 0.01 | 0.46 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.07 |
Beta | NA | 0.77 | 0.9 | 0.85 | 0.82 | 0.75 | NA | 0.8 | 0.84 | 0.85 | 0.73 | 0.77 | 0.67 | 0.59 | 0.64 | 0.6 | 0.56 | 0.52 | 0.67 | 0.68 | 0.66 | 0.85 | 0.96 | 0.83 | 1.0 | 0.95 | 1.02 | 0.98 |
RSquared | NA | 0.89 | 0.92 | 0.86 | 0.8 | 0.77 | NA | 0.71 | 0.86 | 0.85 | 0.72 | 0.67 | 0.7 | 0.56 | 0.75 | 0.76 | 0.78 | 0.71 | 0.82 | 0.77 | 0.79 | 0.87 | 0.86 | 0.56 | 0.57 | 0.61 | 0.93 | 0.93 |
Yield(%) | N/A | 12.4 | 12.4 | 9.3 | 7.0 | 4.3 | 4.3 | N/A | 12.1 | 6.7 | 1.9 | 2.3 | 1.8 | 2.7 | 0.4 | 1.4 | 2.1 | 2.4 | 0.0 | 2.7 | 1.6 | 2.5 | 0.9 | 4.0 | 3.8 | 0.0 | 4.4 | 0.2 |
Dividend Growth(%) | N/A | -7.0 | -7.0 | 379.7 | 314.1 | N/A | N/A | N/A | 52.4 | 265.2 | -14.8 | 42.1 | -38.7 | 675.0 | -73.3 | -34.8 | -14.8 | N/A | -100.0 | 82.4 | -29.2 | 200.0 | -80.0 | 11.1 | N/A | -100.0 | 2100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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