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VPOIX: VANTAGEPOINT OVERSEAS EQUITY INDEX FUND I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/22/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.06% |
| Expenses | 0.54% |
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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 03/22/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.9 | 2.8 | 4.5 | 2.1 | -0.4 | -1.5 | -5.8 | 21.4 | 18.5 | -12.7 | 7.7 | 28.6 | -41.9 | 10.2 | 25.3 | 12.7 | 19.6 | 36.0 | -18.3 | -21.9 | -21.9 | 22.4 |
| Sharpe Ratio | NA | -0.07 | -0.16 | 0.4 | -0.01 | NA | 0.04 | -0.04 | -0.1 | -0.47 | 1.65 | 1.11 | -0.46 | 0.35 | 0.98 | -1.01 | 0.42 | 1.63 | 1.03 | 1.47 | 2.4 | -0.93 | -1.37 | -1.5 | 2.16 |
| Draw Down(%) | NA | 14.3 | 23.7 | 23.7 | 60.9 | NA | 60.9 | 12.7 | 17.1 | 13.8 | 10.1 | 16.4 | 25.7 | 19.7 | 29.7 | 53.8 | 12.0 | 15.0 | 6.9 | 9.4 | 16.0 | 27.8 | 32.3 | 22.6 | 6.4 |
| Standard Deviation(%) | NA | 17.6 | 15.5 | 15.4 | 23.4 | NA | 20.1 | 17.2 | 15.7 | 12.4 | 13.0 | 16.7 | 27.8 | 21.9 | 29.0 | 42.3 | 17.3 | 13.6 | 10.3 | 12.7 | 14.7 | 20.8 | 18.0 | 17.3 | 12.0 |
| Treynor Ratio | NA | -0.01 | -0.03 | 0.06 | 0.0 | NA | 0.01 | -0.01 | -0.02 | -0.06 | 0.21 | 0.19 | -0.13 | 0.07 | 0.29 | -0.42 | 0.07 | 0.23 | 0.11 | 0.23 | 0.35 | -0.19 | -0.24 | -0.26 | 0.27 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.03 | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.04 | -0.01 |
| Beta | NA | 0.95 | 0.99 | 1.0 | 1.01 | NA | 1.0 | 0.92 | 1.01 | 1.02 | 1.01 | 1.0 | 1.01 | 1.02 | 1.0 | 1.01 | 0.97 | 0.98 | 0.92 | 0.82 | 1.01 | 1.04 | 1.02 | 1.0 | 0.95 |
| RSquared | NA | 0.9 | 0.92 | 0.94 | 0.96 | NA | 0.94 | 0.9 | 0.99 | 0.85 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.9 | 0.93 | 0.84 | 0.77 | 0.94 | 0.98 | 0.97 | 0.72 | 0.88 |
| Yield(%) | N/A | 0.1 | 1.5 | 2.5 | 1.9 | 2.9 | N/A | 0.1 | 1.8 | 2.9 | 2.6 | 3.0 | 2.5 | 2.2 | 2.9 | 2.6 | 2.8 | 2.8 | 2.0 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -96.6 | -31.7 | -25.7 | N/A | N/A | N/A | -97.1 | -44.0 | 30.9 | -0.7 | 1.1 | 17.9 | -3.3 | -35.7 | -3.1 | 21.1 | 56.3 | 17.7 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/22/1999
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