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VPRJX: VANTAGEPOINT MILESTONE 2045 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/04/2010 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 13.75% |
| Expenses | 1.08% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/04/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.3 | 8.3 | 5.4 | -3.2 | 5.4 | 27.7 | 15.5 | -2.9 | 12.9 |
| Sharpe Ratio | NA | 0.36 | 0.21 | 0.8 | 0.54 | 0.41 | -0.24 | 0.51 | 2.55 | 1.2 | -0.12 | 0.71 |
| Draw Down(%) | NA | 12.7 | 18.9 | 18.9 | 21.5 | 11.4 | 13.9 | 8.9 | 6.6 | 11.1 | 21.5 | 15.0 |
| Standard Deviation(%) | NA | 13.0 | 12.5 | 12.3 | 15.3 | 12.9 | 13.5 | 10.7 | 10.8 | 13.0 | 23.6 | 18.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.1 | 0.08 | 0.06 | -0.03 | 0.05 | 0.26 | 0.15 | -0.03 | 0.12 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.94 | 1.01 | 1.03 | 1.05 | 0.94 | 1.02 | 1.08 | 1.06 | 1.07 | 1.08 | 1.06 |
| RSquared | NA | 0.87 | 0.93 | 0.95 | 0.97 | 0.87 | 0.98 | 0.97 | 0.98 | 0.99 | 0.99 | 0.98 |
| Yield(%) | N/A | 13.7 | 8.6 | 8.4 | N/A | 6.0 | 8.2 | 8.7 | 6.4 | 3.5 | 2.6 | 1.3 |
| Dividend Growth(%) | N/A | 50.8 | 382.2 | N/A | N/A | -35.8 | -8.2 | 58.0 | 108.4 | 25.5 | 128.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
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