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VPRMX: VANTAGEPOINT MILESTONE 2030 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2005 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 12.84% |
| Expenses | 0.27% |
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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 01/03/2005 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.1 | 5.2 | 5.5 | 5.4 | -2.4 | 5.0 | 22.3 | 13.3 | -1.6 | 13.2 | 27.3 | -32.6 | 7.0 | 13.5 | 8.4 |
| Sharpe Ratio | NA | 0.49 | 0.28 | 0.85 | 0.24 | 0.31 | 0.54 | -0.23 | 0.59 | 2.08 | 1.25 | -0.08 | 0.87 | 1.26 | -1.14 | 0.32 | 1.1 | 0.76 |
| Draw Down(%) | NA | 9.6 | 14.8 | 14.8 | 47.7 | 47.7 | 8.5 | 10.9 | 6.9 | 5.9 | 9.3 | 18.0 | 12.7 | 21.3 | 40.3 | 8.1 | 8.8 | 5.7 |
| Standard Deviation(%) | NA | 9.8 | 9.5 | 10.0 | 16.2 | 15.2 | 9.7 | 10.3 | 8.4 | 10.7 | 10.7 | 19.7 | 15.2 | 21.5 | 29.2 | 12.5 | 9.3 | 8.2 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.09 | 0.04 | 0.05 | 0.06 | -0.03 | 0.05 | 0.23 | 0.13 | -0.02 | 0.13 | 0.3 | -0.44 | 0.05 | 0.1 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.0 | NA |
| Beta | NA | 0.88 | 0.94 | 0.96 | 0.88 | 0.88 | 0.87 | 0.95 | 1.01 | 0.97 | 1.02 | 1.02 | 0.98 | 0.91 | 0.76 | 0.88 | 0.99 | NA |
| RSquared | NA | 0.87 | 0.93 | 0.87 | 0.89 | 0.85 | 0.87 | 0.97 | 0.97 | 0.62 | 0.99 | 0.99 | 0.99 | 0.97 | 0.81 | 0.96 | 0.45 | 0.0 |
| Yield(%) | N/A | 12.8 | 8.5 | 7.7 | 4.8 | N/A | 5.2 | 8.0 | 10.8 | 4.2 | 2.9 | 1.8 | 1.4 | 3.0 | 3.9 | 8.2 | 1.8 | 1.3 |
| Dividend Growth(%) | N/A | 10.7 | 449.0 | 117.0 | N/A | N/A | -42.9 | -29.5 | 195.1 | 58.7 | 57.7 | 40.0 | -40.3 | -50.9 | -52.9 | 393.4 | 54.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2005
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