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VPRRX: VANTAGEPOINT MILESTONE RETIREMENT INCOME FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/2004 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 7.50% |
| Expenses | 0.30% |
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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 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 | 2.6 | 3.9 | 4.8 | -1.5 | 3.5 | 6.1 | 7.2 | 2.4 | 7.3 | 16.5 | -13.8 | 6.0 | 7.5 | 3.4 | 0.0 |
| Sharpe Ratio | NA | 0.93 | 0.5 | 0.63 | 0.46 | 0.48 | 0.98 | -0.33 | 1.01 | 0.53 | 2.0 | 0.38 | 1.48 | 2.0 | -1.38 | 0.72 | 1.17 | 0.39 | NA |
| Draw Down(%) | NA | 4.1 | 8.0 | 8.7 | 21.1 | 21.1 | 3.7 | 6.0 | 3.2 | 8.7 | 2.7 | 5.3 | 3.4 | 8.8 | 19.7 | 2.4 | 2.5 | 2.0 | 0.0 |
| Standard Deviation(%) | NA | 4.7 | 4.4 | 6.3 | 6.8 | 6.4 | 4.7 | 4.8 | 3.4 | 11.4 | 3.6 | 6.2 | 4.9 | 8.2 | 10.6 | 4.2 | 3.6 | 3.1 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.02 | 0.04 | 0.03 | 0.03 | 0.05 | -0.01 | 0.03 | 0.08 | 0.08 | 0.02 | 0.08 | 0.17 | -0.18 | 0.04 | 0.05 | 0.02 | 1.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | NA |
| Beta | NA | 0.98 | 1.02 | 0.94 | 0.9 | 0.89 | 0.98 | 1.07 | 1.01 | 0.73 | 0.92 | 0.98 | 0.88 | 0.94 | 0.83 | 0.84 | 0.83 | 0.76 | NA |
| RSquared | NA | 0.78 | 0.84 | 0.33 | 0.63 | 0.64 | 0.78 | 0.9 | 0.86 | 0.06 | 0.87 | 0.92 | 0.91 | 0.93 | 0.79 | 0.87 | 0.82 | 0.7 | 0.0 |
| Yield(%) | N/A | 7.5 | 5.3 | 4.8 | 3.8 | N/A | 2.3 | 5.2 | 6.1 | 3.1 | 3.2 | 3.8 | 2.0 | 1.9 | 5.5 | 5.1 | 3.8 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 18.7 | 100.3 | 69.8 | N/A | N/A | -58.9 | -15.9 | 101.2 | -0.6 | -16.4 | 104.1 | 17.6 | -71.6 | 9.0 | 36.2 | 96.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2004
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