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VPGRX: VANTAGEPOINT GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.91% |
| Expenses | 0.79% |
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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 | -0.5 | 7.0 | 4.1 | 2.1 | -0.2 | 4.0 | 10.1 | 33.8 | 14.7 | -4.3 | 14.8 | 31.0 | -42.9 | 9.8 | 10.2 | 4.9 | 3.3 | 28.7 | -24.3 | -23.1 | -18.5 | 25.2 |
| Sharpe Ratio | NA | -0.07 | 0.31 | 0.82 | 0.2 | NA | 0.04 | -0.03 | 0.24 | 0.69 | 2.78 | 0.99 | -0.18 | 0.84 | 1.24 | -1.13 | 0.42 | 0.6 | 0.25 | 0.18 | 1.54 | -0.95 | -0.91 | -0.64 | 1.46 |
| Draw Down(%) | NA | 16.4 | 18.0 | 18.0 | 56.0 | NA | 67.0 | 14.9 | 12.7 | 8.7 | 6.2 | 11.4 | 20.2 | 15.4 | 21.4 | 51.5 | 9.6 | 10.3 | 9.0 | 13.7 | 13.8 | 34.2 | 35.9 | 28.4 | 11.6 |
| Standard Deviation(%) | NA | 13.9 | 15.0 | 14.5 | 21.0 | NA | 21.5 | 13.8 | 16.4 | 14.7 | 12.2 | 14.8 | 24.0 | 17.4 | 25.0 | 38.6 | 16.1 | 11.6 | 10.8 | 12.8 | 18.2 | 26.7 | 28.4 | 35.1 | 20.1 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.12 | 0.04 | NA | 0.01 | 0.0 | 0.04 | 0.1 | 0.34 | 0.15 | -0.05 | 0.16 | 0.31 | -0.43 | 0.07 | 0.08 | 0.03 | 0.03 | 0.3 | -0.31 | -0.35 | -0.29 | 0.36 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.03 | NA | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | -0.02 | 0.02 | -0.01 | -0.03 | 0.0 | 0.03 | -0.02 | -0.01 | 0.01 | 0.03 | 0.0 | -0.01 | 0.05 |
| Beta | NA | 0.85 | 0.96 | 0.97 | 0.98 | NA | 0.88 | 0.85 | 1.0 | 1.01 | 0.99 | 1.0 | 0.9 | 0.9 | 1.0 | 1.02 | 0.96 | 0.86 | 0.88 | 0.85 | 0.93 | 0.82 | 0.73 | 0.79 | 0.81 |
| RSquared | NA | 0.83 | 0.9 | 0.92 | 0.95 | NA | 0.87 | 0.83 | 0.97 | 0.89 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.96 | 0.92 | 0.9 | 0.93 | 0.96 | 0.95 | 0.82 | 0.64 | 0.7 |
| Yield(%) | N/A | 0.9 | 7.3 | 6.9 | 3.2 | 2.5 | N/A | 0.9 | 16.6 | 3.3 | 0.4 | 0.6 | 0.5 | 0.7 | 0.7 | 0.6 | 0.5 | 0.3 | 0.2 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -95.1 | 1927.0 | 1052.6 | N/A | N/A | N/A | -95.1 | 435.8 | 897.6 | -23.6 | 25.0 | -21.4 | 33.3 | -28.8 | 22.9 | 65.5 | 107.1 | -41.7 | 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 GROWTH Asset Class Trend Rankings |
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