Find A Portfolio/Ticker
Comparison Box
VPGFX: Vanguard Managed Payout Gr 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 | 6.99% |
| Expenses | 0.22% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/17/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/24/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 15.3 | 9.4 | 13.9 | 3.2 | -0.2 | 19.2 | 13.2 | -1.3 | 13.0 | 21.4 | -34.3 |
| Sharpe Ratio | NA | 1.66 | 0.67 | 0.88 | 0.16 | -0.88 | 2.05 | 1.24 | -0.07 | 0.84 | 1.04 | -1.32 |
| Draw Down(%) | NA | 7.3 | 18.1 | 18.1 | 48.0 | 0.7 | 7.3 | 9.4 | 18.1 | 11.9 | 21.5 | 44.5 |
| Standard Deviation(%) | NA | 9.2 | 14.0 | 15.7 | 19.2 | 5.6 | 9.3 | 10.7 | 19.6 | 15.4 | 20.4 | 35.0 |
| Treynor Ratio | NA | 0.07 | 0.03 | 0.06 | 0.01 | -0.03 | 0.09 | 0.05 | 0.0 | 0.05 | 0.09 | -0.18 |
| Alpha | NA | 0.01 | -0.04 | -0.04 | -0.04 | -0.07 | 0.02 | -0.03 | -0.06 | -0.04 | -0.04 | -0.05 |
| Beta | NA | 2.08 | 2.69 | 2.47 | 2.5 | 1.56 | 2.12 | 2.55 | 2.97 | 2.55 | 2.25 | 2.52 |
| RSquared | NA | 0.77 | 0.8 | 0.8 | 0.84 | 0.73 | 0.77 | 0.75 | 0.84 | 0.77 | 0.85 | 0.89 |
| Yield(%) | N/A | 7.0 | 4.3 | 4.6 | N/A | 0.0 | 7.3 | 2.7 | 2.6 | 2.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 161.8 | N/A | N/A | N/A | -100.0 | 195.1 | 2.6 | -4.0 | 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) (93%)
- 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%)
Latest Articles Related to VPGFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
