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VPRKX: VANTAGEPOINT MILESTONE 2040 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/2004 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 15.17% |
| Expenses | 0.28% |
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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 | Since 12/31/2004 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 5.7 | 5.5 | -2.9 | 5.3 | 27.1 | 15.4 | -2.6 | 14.9 | 30.7 | -36.1 | 7.1 | 14.2 | 8.0 | 0.0 |
| Sharpe Ratio | NA | 0.39 | 0.22 | 0.82 | 0.22 | 0.28 | 0.44 | -0.23 | 0.51 | 2.54 | 1.2 | -0.11 | 0.84 | 1.23 | -1.11 | 0.3 | 1.1 | 0.67 | NA |
| Draw Down(%) | NA | 11.9 | 17.9 | 17.9 | 52.5 | 52.5 | 10.7 | 13.1 | 8.5 | 6.5 | 11.0 | 21.2 | 14.7 | 24.2 | 44.4 | 8.9 | 9.5 | 6.1 | 0.0 |
| Standard Deviation(%) | NA | 12.1 | 11.8 | 11.8 | 18.8 | 17.5 | 12.0 | 12.8 | 10.2 | 10.7 | 12.8 | 23.3 | 17.7 | 24.8 | 33.3 | 13.8 | 10.0 | 8.8 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.1 | 0.04 | 0.05 | 0.06 | -0.03 | 0.05 | 0.26 | 0.15 | -0.02 | 0.14 | 0.31 | -0.45 | 0.04 | 0.11 | 0.0 | 1.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.0 | NA | NA |
| Beta | NA | 0.9 | 0.96 | 0.99 | 0.94 | 0.94 | 0.89 | 0.97 | 1.03 | 1.03 | 1.05 | 1.07 | 1.05 | 0.98 | 0.82 | 0.94 | 1.04 | NA | NA |
| RSquared | NA | 0.87 | 0.94 | 0.95 | 0.91 | 0.88 | 0.87 | 0.98 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.97 | 0.81 | 0.98 | 0.44 | 0.0 | 0.0 |
| Yield(%) | N/A | 15.2 | 9.8 | 9.1 | 5.2 | N/A | 6.0 | 9.7 | 12.0 | 6.0 | 2.1 | 1.6 | 1.3 | 3.0 | 3.8 | 7.7 | 2.6 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | 16.7 | 724.4 | 166.3 | N/A | N/A | -46.5 | -24.0 | 133.4 | 225.1 | 23.4 | 40.2 | -41.9 | -53.3 | -51.2 | 230.5 | 106.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2004
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