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VPRLX: VANTAGEPOINT MILESTONE 2035 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/2004 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 13.93% |
| Expenses | 0.29% |
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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 | 0.1 | 5.6 | 5.6 | 5.5 | -2.7 | 5.2 | 25.0 | 14.5 | -2.3 | 14.4 | 29.2 | -34.9 | 7.2 | 14.0 | 8.1 | 0.0 |
| Sharpe Ratio | NA | 0.42 | 0.25 | 0.84 | 0.23 | 0.29 | 0.48 | -0.24 | 0.55 | 2.36 | 1.21 | -0.11 | 0.85 | 1.24 | -1.13 | 0.31 | 1.09 | 0.68 | NA |
| Draw Down(%) | NA | 10.8 | 16.4 | 16.4 | 50.8 | 50.8 | 9.6 | 12.1 | 7.7 | 6.3 | 10.3 | 20.0 | 14.1 | 23.0 | 42.9 | 8.7 | 9.4 | 6.1 | 0.0 |
| Standard Deviation(%) | NA | 11.0 | 10.7 | 11.0 | 17.8 | 16.6 | 11.0 | 11.6 | 9.4 | 10.6 | 12.0 | 22.0 | 16.9 | 23.5 | 31.7 | 13.4 | 9.9 | 8.8 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.09 | 0.04 | 0.05 | 0.06 | -0.03 | 0.05 | 0.25 | 0.14 | -0.02 | 0.14 | 0.31 | -0.46 | 0.05 | 0.1 | 0.05 | 1.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | NA |
| Beta | NA | 0.9 | 0.96 | 0.98 | 0.9 | 0.91 | 0.89 | 0.97 | 1.02 | 0.99 | 1.03 | 1.03 | 1.0 | 0.93 | 0.78 | 0.9 | 1.04 | 1.12 | NA |
| RSquared | NA | 0.87 | 0.93 | 0.92 | 0.9 | 0.9 | 0.87 | 0.98 | 0.97 | 0.81 | 0.99 | 0.99 | 0.99 | 0.97 | 0.81 | 0.96 | 0.98 | 0.95 | 0.0 |
| Yield(%) | N/A | 13.9 | 8.9 | 8.3 | 5.0 | N/A | 5.6 | 8.8 | 11.1 | 4.6 | 3.0 | 1.8 | 1.3 | 3.0 | 4.0 | 8.5 | 1.9 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | 16.9 | 500.8 | 127.0 | N/A | N/A | -44.2 | -25.0 | 179.4 | 75.1 | 56.3 | 53.2 | -42.9 | -53.8 | -54.0 | 395.6 | 67.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2004
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