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VPRPX: VANTAGEPOINT MILESTONE 2015 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/06/2005 |
Last Dividend Date: | 07/29/2016 |
12-Mo. Yield | 10.15% |
Expenses | 0.88% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2005 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 4.0 | 5.0 | 5.1 | -1.8 | 4.2 | 13.8 | 10.3 | 0.7 | 10.6 | 21.8 | -23.6 | 6.8 | 10.9 | 7.8 |
Sharpe Ratio | NA | 0.72 | 0.4 | 0.82 | 0.33 | 0.39 | 0.79 | -0.27 | 0.77 | 1.23 | 1.4 | 0.05 | 1.02 | 1.53 | -1.25 | 0.44 | 1.1 | 0.9 |
Draw Down(%) | NA | 6.0 | 10.2 | 10.2 | 35.0 | 35.0 | 5.3 | 7.6 | 4.5 | 6.8 | 6.1 | 11.8 | 8.3 | 14.6 | 30.2 | 5.5 | 6.2 | 4.3 |
Standard Deviation(%) | NA | 6.2 | 6.2 | 7.6 | 11.1 | 10.5 | 6.2 | 6.7 | 5.5 | 11.1 | 7.3 | 13.1 | 10.3 | 14.2 | 19.5 | 8.7 | 6.9 | 6.3 |
Treynor Ratio | NA | 0.05 | 0.03 | 0.07 | 0.04 | 0.05 | 0.06 | -0.02 | 0.04 | 0.15 | 0.1 | 0.01 | 0.11 | 0.26 | -0.35 | 0.05 | 0.08 | 0.05 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.87 | 0.93 | 0.95 | 0.83 | 0.84 | 0.87 | 0.94 | 0.99 | 0.94 | 1.04 | 1.0 | 0.95 | 0.83 | 0.71 | 0.84 | 1.0 | 1.2 |
RSquared | NA | 0.84 | 0.91 | 0.65 | 0.83 | 0.83 | 0.84 | 0.95 | 0.95 | 0.26 | 0.98 | 0.99 | 0.98 | 0.96 | 0.81 | 0.96 | 0.96 | 0.9 |
Yield(%) | N/A | 10.2 | 7.7 | 6.6 | 4.6 | N/A | 3.5 | 6.8 | 10.8 | 4.0 | 3.2 | 2.5 | 1.9 | 2.1 | 4.9 | 8.3 | 2.7 | 1.5 |
Dividend Growth(%) | N/A | -13.2 | 281.1 | 88.2 | N/A | N/A | -53.9 | -40.6 | 190.9 | 33.3 | 26.9 | 44.4 | 5.9 | -68.5 | -42.6 | 235.7 | 86.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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