Find A Portfolio/Ticker
Comparison Box
VPAOX: VANTAGEPOINT AGGRESSIVE OPPORTUNITIES FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 1.90% |
| Expenses | 0.83% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/17/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.3 | 6.5 | 5.9 | 4.9 | 6.5 | -2.6 | 8.4 | 38.7 | 15.4 | -10.4 | 19.1 | 50.9 | -41.1 | 5.8 | 13.4 | 13.2 | 16.0 | 44.7 | -38.5 | -13.8 | -25.3 | 52.7 |
| Sharpe Ratio | NA | 0.38 | 0.2 | 0.69 | 0.23 | NA | 0.16 | 0.42 | -0.17 | 0.3 | 3.14 | 1.04 | -0.38 | 0.96 | 1.69 | -1.01 | 0.17 | 0.77 | 1.02 | 1.26 | 2.92 | -1.6 | -0.5 | -0.73 | 3.21 |
| Draw Down(%) | NA | 16.0 | 23.5 | 23.5 | 57.9 | NA | 70.4 | 14.8 | 14.9 | 15.8 | 5.7 | 11.8 | 28.4 | 15.6 | 25.4 | 53.9 | 12.4 | 13.2 | 8.8 | 13.2 | 14.3 | 46.7 | 39.7 | 36.8 | 13.5 |
| Standard Deviation(%) | NA | 15.2 | 20.5 | 18.3 | 24.3 | NA | 23.9 | 15.1 | 15.3 | 28.3 | 12.3 | 14.9 | 27.7 | 19.8 | 30.1 | 41.6 | 16.0 | 13.2 | 10.8 | 11.9 | 15.0 | 24.8 | 33.0 | 40.3 | 20.8 |
| Treynor Ratio | NA | 0.07 | 0.05 | 0.14 | 0.06 | NA | 0.04 | 0.07 | -0.03 | 0.09 | 0.43 | 0.17 | -0.11 | 0.21 | 0.51 | -0.49 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.03 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | -0.03 | -0.02 | 0.02 | 0.0 | -0.04 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.93 | 0.92 | 0.91 | NA | 0.91 | 0.87 | 0.95 | 0.97 | 0.91 | 0.9 | 0.96 | 0.89 | 0.99 | 0.86 | 0.9 | 0.91 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.47 | 0.58 | 0.84 | NA | 0.48 | 0.84 | 0.95 | 0.21 | 0.96 | 0.95 | 0.97 | 0.97 | 0.97 | 0.93 | 0.94 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.9 | 8.9 | 11.2 | 6.7 | 6.0 | N/A | 1.9 | 10.4 | 15.8 | 12.0 | 5.1 | 7.6 | 0.0 | 0.3 | 2.6 | 18.1 | 2.9 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -84.1 | 29.9 | 46.6 | N/A | N/A | N/A | -84.1 | -40.1 | 59.4 | 161.0 | -44.9 | N/A | -100.0 | -93.4 | -87.6 | 589.3 | 19.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1999
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to VPAOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
