Find A Portfolio/Ticker
Comparison Box
VPOEX: VANTAGEPOINT OVERSEAS EQUITY INDEX FUND II CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/22/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.07% |
| Expenses | 0.34% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/28/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/22/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.9 | -2.2 | 6.4 | 0.5 | 4.7 | 2.1 | -0.3 | -1.2 | -5.6 | 21.7 | 18.7 | -12.5 | 8.2 | 28.9 | -41.8 | 10.4 | 25.6 | 13.0 | 20.1 | 35.8 | -18.4 | -4.8 | -36.3 | 19.6 |
| Sharpe Ratio | NA | -0.06 | -0.15 | 0.42 | 0.0 | NA | 0.04 | -0.03 | -0.08 | -0.45 | 1.67 | 1.12 | -0.45 | 0.37 | 0.99 | -1.01 | 0.43 | 1.65 | 1.05 | 1.52 | 2.34 | -0.94 | -0.26 | -1.26 | 2.17 |
| Draw Down(%) | NA | 14.3 | 23.4 | 23.4 | 60.8 | NA | 60.8 | 12.8 | 17.0 | 13.7 | 10.1 | 16.3 | 25.6 | 19.6 | 29.7 | 53.7 | 12.0 | 15.0 | 6.9 | 9.2 | 16.0 | 27.6 | 32.1 | 36.8 | 6.3 |
| Standard Deviation(%) | NA | 17.2 | 15.3 | 15.2 | 23.1 | NA | 21.7 | 17.2 | 15.7 | 12.7 | 13.0 | 16.8 | 27.8 | 22.0 | 29.0 | 42.3 | 17.2 | 13.6 | 10.3 | 12.6 | 15.0 | 20.8 | 28.0 | 31.9 | 12.0 |
| Treynor Ratio | NA | -0.01 | -0.02 | 0.06 | 0.0 | NA | 0.01 | -0.01 | -0.01 | -0.06 | 0.21 | 0.19 | -0.12 | 0.08 | 0.29 | -0.42 | 0.08 | 0.23 | 0.12 | 0.24 | 0.34 | -0.19 | -0.07 | -0.44 | 0.27 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.08 | -0.11 | -0.02 |
| Beta | NA | 0.93 | 0.97 | 0.99 | 1.0 | NA | 1.0 | 0.92 | 1.01 | 1.02 | 1.02 | 1.01 | 1.02 | 1.03 | 1.0 | 1.01 | 0.97 | 0.98 | 0.93 | 0.81 | 1.03 | 1.04 | 1.0 | 0.92 | 0.98 |
| RSquared | NA | 0.9 | 0.91 | 0.94 | 0.96 | NA | 0.81 | 0.9 | 0.98 | 0.81 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.9 | 0.93 | 0.84 | 0.77 | 0.94 | 0.98 | 0.33 | 0.21 | 0.91 |
| Yield(%) | N/A | 0.1 | 1.8 | 2.9 | 2.2 | 3.3 | N/A | 0.1 | 2.1 | 3.4 | 3.0 | 3.4 | 3.0 | 3.0 | 3.3 | 2.9 | 3.2 | 3.1 | 2.4 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -96.9 | -31.6 | -27.2 | N/A | N/A | N/A | -97.4 | -41.6 | 29.7 | -0.3 | -0.7 | 3.4 | 13.1 | -35.9 | -4.3 | 22.7 | 51.5 | 12.4 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/1999
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 12/28/2016.Latest Articles Related to VPOEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
