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VPCGX: VANTAGEPOINT MODEL PORTFOLIO CONSERVATIVE GROWTH FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2000 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 9.25% |
| Expenses | 0.85% |
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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 12/29/2000 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 3.3 | 3.9 | 2.7 | 4.9 | -1.8 | 3.1 | 11.0 | 8.9 | 1.1 | 9.0 | 18.5 | -17.6 | 6.5 | 8.4 | 4.3 | 4.2 | 12.4 | -9.2 | -13.3 | 0.0 |
| Sharpe Ratio | NA | 0.89 | 0.43 | 0.76 | 0.41 | NA | 0.2 | 0.94 | -0.35 | 0.73 | 0.96 | 1.59 | 0.11 | 1.2 | 1.71 | -1.3 | 0.62 | 1.11 | 0.54 | 0.66 | 1.82 | -1.1 | -0.89 | NA |
| Draw Down(%) | NA | 4.9 | 8.9 | 8.9 | 26.8 | NA | 26.8 | 4.4 | 6.3 | 3.4 | 7.8 | 4.5 | 8.9 | 5.9 | 11.3 | 24.1 | 3.5 | 3.8 | 2.6 | 3.2 | 5.6 | 12.7 | 18.8 | 0.0 |
| Standard Deviation(%) | NA | 5.0 | 4.8 | 6.8 | 8.6 | NA | 9.0 | 5.0 | 5.1 | 4.3 | 11.5 | 5.6 | 9.8 | 7.4 | 10.8 | 14.2 | 5.7 | 4.6 | 3.9 | 4.9 | 6.4 | 9.4 | 17.8 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.02 | 0.06 | 0.03 | NA | 0.02 | 0.06 | -0.02 | 0.03 | 0.12 | 0.07 | 0.01 | 0.07 | 0.17 | -0.2 | 0.04 | 0.06 | 0.03 | 0.05 | 0.15 | -0.1 | -0.19 | 1.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.02 | -0.01 | -0.01 | -0.02 | 0.01 | -0.02 | -0.05 | -0.01 | 0.0 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.06 | -0.08 | NA |
| Beta | NA | 0.86 | 0.87 | 0.94 | 1.02 | NA | 0.97 | 0.85 | 0.83 | 0.99 | 0.92 | 1.3 | 1.53 | 1.21 | 1.06 | 0.92 | 0.9 | 0.92 | 0.74 | 0.66 | 0.76 | 0.99 | 0.85 | NA |
| RSquared | NA | 0.59 | 0.68 | 0.37 | 0.64 | NA | 0.49 | 0.59 | 0.75 | 0.71 | 0.14 | 0.68 | 0.81 | 0.81 | 0.82 | 0.76 | 0.8 | 0.74 | 0.75 | 0.43 | 0.46 | 0.6 | 0.11 | 0.0 |
| Yield(%) | N/A | 9.2 | 7.0 | 5.8 | 4.3 | 3.6 | N/A | 3.0 | 6.4 | 10.0 | 3.3 | 2.8 | 1.8 | 2.1 | 2.3 | 5.0 | 6.0 | 3.0 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -14.6 | 285.2 | 89.9 | N/A | N/A | N/A | -56.9 | -40.3 | 222.6 | 26.5 | 51.5 | -9.8 | 10.6 | -65.0 | -15.8 | 107.5 | 14.2 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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