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VPROX: VANTAGEPOINT MILESTONE 2020 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/06/2005 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 11.06% |
| Expenses | 0.85% |
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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 | 0.3 | 4.4 | 5.2 | 5.2 | -1.9 | 4.4 | 16.8 | 11.3 | -0.3 | 11.3 | 23.4 | -26.9 | 7.1 | 11.9 | 8.5 |
| Sharpe Ratio | NA | 0.63 | 0.36 | 0.84 | 0.29 | 0.36 | 0.69 | -0.25 | 0.69 | 1.52 | 1.34 | -0.02 | 0.94 | 1.38 | -1.2 | 0.4 | 1.1 | 0.93 |
| Draw Down(%) | NA | 7.2 | 11.7 | 11.7 | 40.0 | 40.0 | 6.4 | 8.6 | 5.2 | 5.7 | 7.4 | 14.1 | 9.9 | 17.3 | 34.0 | 6.6 | 7.1 | 4.7 |
| Standard Deviation(%) | NA | 7.4 | 7.2 | 8.4 | 12.9 | 12.1 | 7.3 | 7.8 | 6.5 | 11.1 | 8.5 | 15.4 | 12.0 | 16.9 | 23.0 | 10.2 | 7.8 | 7.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.08 | 0.04 | 0.05 | 0.06 | -0.02 | 0.04 | 0.18 | 0.11 | 0.0 | 0.12 | 0.27 | -0.38 | 0.05 | 0.09 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | NA |
| Beta | NA | 0.84 | 0.91 | 0.93 | 0.85 | 0.85 | 0.84 | 0.91 | 0.99 | 0.93 | 1.01 | 1.01 | 0.97 | 0.87 | 0.74 | 0.89 | 0.97 | NA |
| RSquared | NA | 0.86 | 0.92 | 0.74 | 0.86 | 0.82 | 0.85 | 0.96 | 0.96 | 0.35 | 0.98 | 0.99 | 0.99 | 0.96 | 0.81 | 0.96 | 0.44 | 0.0 |
| Yield(%) | N/A | 11.1 | 7.5 | 6.6 | 4.5 | N/A | 3.9 | 7.4 | 9.4 | 4.1 | 2.9 | 2.0 | 1.6 | 3.0 | 4.2 | 8.4 | 2.2 | 1.5 |
| Dividend Growth(%) | N/A | 10.8 | 335.2 | 84.8 | N/A | N/A | -52.9 | -24.7 | 155.7 | 52.4 | 39.0 | 39.2 | -34.6 | -51.2 | -50.4 | 318.6 | 56.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2005
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See Target Date 2016-2020 Asset Class Trend Rankings |
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