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VPRHX: VANTAGEPOINT MILESTONE 2050 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/11/2012 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 11.46% |
| Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/11/2012 |
2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 8.1 | 5.5 | -3.2 | 5.3 | 27.2 | 2.3 |
| Sharpe Ratio | NA | 0.37 | 0.2 | 0.67 | 0.41 | -0.24 | 0.49 | 2.54 | 0.69 |
| Draw Down(%) | NA | 12.7 | 18.9 | 18.9 | 11.4 | 13.9 | 9.0 | 6.7 | 6.5 |
| Standard Deviation(%) | NA | 13.0 | 12.5 | 12.0 | 12.9 | 13.6 | 10.7 | 10.7 | 11.2 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.09 | 0.06 | -0.04 | 0.06 | 0.29 | 0.09 |
| Alpha | NA | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.03 | -0.01 | 0.03 |
| Beta | NA | 0.9 | 0.88 | 0.89 | 0.89 | 0.85 | 0.91 | 0.95 | 0.9 |
| RSquared | NA | 0.82 | 0.9 | 0.91 | 0.82 | 0.94 | 0.94 | 0.96 | 0.96 |
| Yield(%) | N/A | 11.5 | 6.6 | N/A | 5.1 | 6.6 | 7.0 | 2.9 | 0.2 |
| Dividend Growth(%) | N/A | 58.7 | N/A | N/A | -30.9 | -6.1 | 191.4 | 1787.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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