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VPRNX: VANTAGEPOINT MILESTONE 2025 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/06/2005 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 11.79% |
| Expenses | 0.88% |
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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 01/06/2005 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.2 | 4.8 | 5.4 | 5.4 | -2.1 | 4.7 | 19.7 | 12.3 | -0.8 | 12.3 | 25.4 | -29.9 | 7.1 | 12.7 | 9.5 |
| Sharpe Ratio | NA | 0.57 | 0.32 | 0.85 | 0.26 | 0.33 | 0.62 | -0.24 | 0.63 | 1.8 | 1.28 | -0.05 | 0.91 | 1.32 | -1.17 | 0.36 | 1.1 | 0.96 |
| Draw Down(%) | NA | 8.3 | 13.1 | 13.1 | 44.2 | 44.2 | 7.4 | 9.7 | 6.1 | 5.4 | 8.3 | 16.0 | 11.2 | 19.3 | 37.4 | 7.4 | 8.1 | 5.4 |
| Standard Deviation(%) | NA | 8.5 | 8.4 | 9.2 | 14.6 | 13.7 | 8.5 | 9.0 | 7.5 | 10.9 | 9.6 | 17.5 | 13.4 | 19.2 | 26.2 | 11.4 | 8.6 | 7.7 |
| Treynor Ratio | NA | 0.06 | 0.03 | 0.08 | 0.04 | 0.05 | 0.06 | -0.02 | 0.05 | 0.21 | 0.12 | -0.01 | 0.13 | 0.28 | -0.41 | 0.05 | 0.09 | 0.06 |
| 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 | 0.0 |
| Beta | NA | 0.86 | 0.92 | 0.95 | 0.87 | 0.88 | 0.85 | 0.93 | 1.0 | 0.95 | 1.02 | 1.01 | 0.97 | 0.89 | 0.75 | 0.89 | 1.04 | 1.27 |
| RSquared | NA | 0.86 | 0.93 | 0.81 | 0.88 | 0.88 | 0.86 | 0.97 | 0.97 | 0.48 | 0.98 | 0.99 | 0.99 | 0.97 | 0.81 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 11.8 | 7.8 | 7.0 | 4.6 | N/A | 4.5 | 7.6 | 9.9 | 3.9 | 2.9 | 2.1 | 1.6 | 3.0 | 4.4 | 8.6 | 1.9 | 1.4 |
| Dividend Growth(%) | N/A | 11.8 | 370.8 | 88.9 | N/A | N/A | -47.5 | -26.7 | 185.7 | 49.7 | 36.2 | 44.9 | -35.0 | -54.8 | -50.6 | 399.0 | 46.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2005
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