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VPGIX: VANTAGEPOINT GROWTH & INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.30% |
| Expenses | 0.78% |
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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 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 | 0.0 | 7.7 | 5.9 | 4.4 | 4.8 | -0.5 | 13.2 | 34.1 | 16.5 | -0.7 | 14.8 | 33.6 | -38.1 | 6.2 | 13.3 | 6.0 | 8.9 | 29.6 | -23.4 | -12.7 | -8.6 | 12.9 |
| Sharpe Ratio | NA | 0.3 | 0.32 | 0.8 | 0.26 | NA | 0.16 | 0.35 | -0.03 | 0.55 | 2.95 | 1.24 | -0.03 | 0.82 | 1.25 | -0.99 | 0.2 | 0.97 | 0.38 | 0.72 | 1.73 | -0.97 | -0.69 | -0.5 | 0.74 |
| Draw Down(%) | NA | 12.8 | 16.5 | 16.5 | 54.7 | NA | 54.7 | 11.4 | 12.1 | 13.4 | 5.7 | 10.7 | 20.6 | 15.8 | 24.5 | 49.2 | 9.9 | 8.2 | 6.9 | 9.3 | 13.3 | 34.3 | 23.9 | 17.2 | 12.4 |
| Standard Deviation(%) | NA | 13.3 | 18.2 | 16.3 | 22.1 | NA | 20.4 | 13.2 | 15.4 | 24.2 | 11.6 | 13.4 | 24.4 | 17.9 | 26.9 | 39.4 | 16.1 | 10.3 | 10.2 | 11.0 | 16.7 | 25.4 | 22.1 | 25.2 | 17.8 |
| Treynor Ratio | NA | 0.04 | 0.06 | 0.13 | 0.06 | NA | 0.03 | 0.05 | -0.01 | 0.13 | 0.33 | 0.16 | -0.01 | 0.15 | 0.34 | -0.41 | 0.03 | 0.1 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.03 | NA | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | NA |
| Beta | NA | 0.92 | 0.97 | 0.99 | 0.98 | NA | 0.98 | 0.91 | 0.98 | 0.99 | 1.02 | 1.03 | 1.03 | 0.98 | 0.98 | 0.96 | 1.01 | 1.0 | 0.99 | 0.98 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.85 | 0.51 | 0.62 | 0.88 | NA | 0.62 | 0.85 | 0.98 | 0.21 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 8.1 | 9.9 | 5.8 | 5.2 | N/A | 0.3 | 9.8 | 14.6 | 10.1 | 3.6 | 1.1 | 0.9 | 1.5 | 1.0 | 14.2 | 5.2 | 0.9 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -97.2 | 104.2 | 130.7 | N/A | N/A | N/A | -97.2 | -34.8 | 72.3 | 222.0 | 213.6 | 44.7 | -24.0 | -1.0 | -93.8 | 187.5 | 523.1 | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1999
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See LARGE BLEND Asset Class Trend Rankings |
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