Find A Portfolio/Ticker
Comparison Box
VPRQX: VANTAGEPOINT MILESTONE 2010 FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 12/31/2004 |
Last Dividend Date: | 07/29/2016 |
12-Mo. Yield | 9.20% |
Expenses | 0.29% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 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 | 0.4 | 3.6 | 4.6 | 5.2 | -1.6 | 3.9 | 11.1 | 9.6 | 1.4 | 8.8 | 17.7 | -17.3 | 6.4 | 8.9 | 4.6 | 0.0 |
Sharpe Ratio | NA | 0.89 | 0.48 | 0.8 | 0.42 | 0.45 | 0.95 | -0.29 | 0.85 | 0.98 | 1.55 | 0.13 | 1.02 | 1.8 | -1.33 | 0.55 | 1.09 | 0.51 | NA |
Draw Down(%) | NA | 4.9 | 8.9 | 8.9 | 26.0 | 26.0 | 4.4 | 6.7 | 3.7 | 7.7 | 5.0 | 9.7 | 6.9 | 10.2 | 23.3 | 3.7 | 4.3 | 3.2 | 0.0 |
Standard Deviation(%) | NA | 5.3 | 5.1 | 7.0 | 8.7 | 8.2 | 5.3 | 5.5 | 4.6 | 11.3 | 6.2 | 11.0 | 8.5 | 9.8 | 13.7 | 6.2 | 5.2 | 4.8 | 0.0 |
Treynor Ratio | NA | 0.05 | 0.02 | 0.05 | 0.05 | 0.05 | 0.05 | -0.01 | 0.03 | 0.11 | 0.09 | 0.01 | 0.09 | 0.26 | -0.31 | 0.05 | 0.07 | 0.0 | 1.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA |
Beta | NA | 1.02 | 1.08 | 1.07 | 0.75 | 0.75 | 1.02 | 1.09 | 1.14 | 0.99 | 1.12 | 1.08 | 0.96 | 0.67 | 0.59 | 0.71 | 0.8 | NA | NA |
RSquared | NA | 0.8 | 0.88 | 0.53 | 0.74 | 0.71 | 0.8 | 0.93 | 0.94 | 0.18 | 0.95 | 0.98 | 0.97 | 0.95 | 0.81 | 0.96 | 0.44 | 0.0 | 0.0 |
Yield(%) | N/A | 9.2 | 7.1 | 6.2 | 4.6 | N/A | 3.0 | 6.4 | 9.3 | 4.7 | 4.0 | 2.8 | 1.7 | 2.1 | 4.9 | 8.3 | 3.4 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -7.0 | 203.5 | 83.2 | N/A | N/A | -57.2 | -34.9 | 107.7 | 22.0 | 44.9 | 74.8 | -6.9 | -66.6 | -41.6 | 156.3 | 89.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)