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VPLGX: VANTAGEPOINT MODEL PORTFOLIO LONG-TERM GROWTH FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2000 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 15.75% |
| Expenses | 0.92% |
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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 12/28/2000 |
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 | 0.0 | 5.1 | 4.9 | 3.0 | 5.3 | -2.7 | 5.3 | 22.6 | 13.0 | -2.1 | 12.6 | 27.7 | -31.0 | 7.7 | 12.5 | 7.2 | 7.9 | 25.8 | -19.2 | -21.9 | -0.8 |
| Sharpe Ratio | NA | 0.41 | 0.25 | 0.8 | 0.26 | NA | 0.13 | 0.47 | -0.24 | 0.6 | 2.08 | 1.24 | -0.11 | 0.9 | 1.35 | -1.16 | 0.4 | 1.03 | 0.65 | 0.81 | 2.13 | -1.17 | -0.93 | NA |
| Draw Down(%) | NA | 10.9 | 16.4 | 16.4 | 45.6 | NA | 45.6 | 9.8 | 11.8 | 7.4 | 5.8 | 8.8 | 17.5 | 11.3 | 20.0 | 38.9 | 7.8 | 8.4 | 5.6 | 8.0 | 11.3 | 26.9 | 30.2 | 0.8 |
| Standard Deviation(%) | NA | 11.0 | 10.5 | 10.6 | 15.6 | NA | 15.6 | 10.9 | 11.5 | 8.9 | 10.8 | 10.5 | 18.7 | 13.9 | 20.4 | 27.5 | 11.7 | 8.9 | 7.8 | 8.6 | 11.8 | 17.4 | 26.5 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.02 | 0.07 | 0.03 | NA | 0.02 | 0.04 | -0.02 | 0.04 | 0.18 | 0.09 | -0.02 | 0.1 | 0.23 | -0.3 | 0.04 | 0.07 | 0.04 | 0.06 | 0.21 | -0.17 | -0.18 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.02 | -0.02 | NA | -0.02 | -0.02 | -0.01 | -0.03 | 0.0 | -0.01 | -0.03 | -0.02 | 0.01 | -0.04 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.03 | -0.07 | NA |
| Beta | NA | 1.26 | 1.29 | 1.3 | 1.2 | NA | 1.21 | 1.26 | 1.28 | 1.31 | 1.23 | 1.4 | 1.37 | 1.3 | 1.21 | 1.05 | 1.25 | 1.3 | 1.16 | 1.16 | 1.2 | 1.21 | 1.38 | NA |
| RSquared | NA | 0.81 | 0.9 | 0.85 | 0.88 | NA | 0.8 | 0.81 | 0.94 | 0.96 | 0.61 | 0.96 | 0.98 | 0.98 | 0.96 | 0.8 | 0.94 | 0.94 | 0.94 | 0.89 | 0.91 | 0.94 | 0.47 | 0.0 |
| Yield(%) | N/A | 15.8 | 8.9 | 8.3 | 5.2 | 4.7 | N/A | 6.1 | 10.2 | 8.5 | 5.1 | 3.6 | 3.1 | 1.6 | 1.9 | 5.6 | 9.0 | 1.6 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 4.9 |
| Dividend Growth(%) | N/A | 78.2 | 319.3 | 108.1 | N/A | N/A | N/A | -48.9 | 18.0 | 90.6 | 53.5 | 12.0 | 115.2 | 4.0 | -77.8 | -39.2 | 495.7 | -3.6 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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* Day change on 12/28/2016.Best Closed End Funds
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