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VPIPX: VANTAGEPOINT LOW DURATION BOND FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2003 |
| Last Dividend Date: | 08/31/2016 |
| 12-Mo. Yield | 0.91% |
| Expenses | 0.62% |
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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 | Since 04/03/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 0.9 | 2.3 | 1.9 | 0.1 | 0.7 | 0.8 | 4.0 | 1.1 | 3.4 | 10.6 | -1.5 | 5.3 | 4.0 | 1.3 | 0.1 | 0.0 |
| Sharpe Ratio | NA | 2.26 | 0.95 | 1.59 | 1.27 | 0.96 | 2.28 | 0.11 | 0.76 | 0.75 | 4.79 | 0.86 | 2.2 | 4.59 | -0.68 | 1.49 | 0.62 | -0.84 | -2.53 | 0.0 |
| Draw Down(%) | NA | 0.2 | 0.8 | 1.2 | 5.6 | 5.6 | 0.2 | 0.8 | 0.5 | 1.2 | 0.4 | 1.3 | 1.3 | 2.0 | 5.6 | 0.5 | 0.3 | 0.7 | 0.3 | 0.0 |
| Standard Deviation(%) | NA | 0.8 | 0.9 | 0.9 | 1.7 | 1.5 | 0.8 | 1.1 | 0.9 | 1.0 | 0.8 | 1.3 | 1.5 | 2.3 | 3.5 | 1.5 | 1.1 | 1.1 | 0.3 | NA |
| Treynor Ratio | NA | 0.09 | 0.03 | 0.04 | 0.04 | 0.03 | 0.08 | 0.0 | 0.02 | 0.02 | 0.13 | 0.02 | 0.06 | 0.19 | -0.04 | 0.05 | 0.02 | -0.02 | -0.24 | NA |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.2 | 0.35 | 0.35 | 0.51 | 0.44 | 0.21 | 0.46 | 0.38 | 0.38 | 0.29 | 0.52 | 0.55 | 0.55 | 0.62 | 0.42 | 0.31 | 0.45 | 0.04 | 0.0 |
| RSquared | NA | 0.18 | 0.34 | 0.31 | 0.44 | 0.38 | 0.2 | 0.48 | 0.35 | 0.29 | 0.19 | 0.4 | 0.53 | 0.45 | 0.49 | 0.47 | 0.24 | 0.45 | 0.05 | 0.0 |
| Yield(%) | N/A | 0.9 | 1.1 | 1.3 | 2.3 | N/A | 0.7 | 1.0 | 1.3 | 1.4 | 1.6 | 1.9 | 2.4 | 3.3 | 4.1 | 4.4 | 4.2 | 2.3 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -27.2 | -31.4 | -61.9 | N/A | N/A | -30.5 | -18.6 | -11.6 | -11.0 | -15.9 | -19.8 | -19.8 | -25.7 | -5.8 | 4.6 | -82.1 | 581.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2003
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