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VPTGX: VANTAGEPOINT MODEL PORTFOLIO TRADITIONAL GROWTH FUND INVESTOR M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2000 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 12.29% |
| Expenses | 0.88% |
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Performance Analytics (As of 08/21/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/29/2000 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.5 | 4.5 | 4.5 | 2.9 | 5.1 | -2.1 | 4.5 | 17.8 | 11.2 | -0.6 | 11.1 | 23.7 | -25.4 | 7.0 | 10.4 | 5.8 | 6.0 | 19.0 | -14.3 | -18.6 | 0.0 |
| Sharpe Ratio | NA | 0.54 | 0.31 | 0.82 | 0.31 | NA | 0.16 | 0.59 | -0.24 | 0.64 | 1.65 | 1.35 | -0.04 | 1.0 | 1.45 | -1.21 | 0.45 | 1.06 | 0.62 | 0.76 | 2.0 | -1.15 | -0.92 | NA |
| Draw Down(%) | NA | 8.3 | 13.0 | 13.0 | 38.0 | NA | 38.0 | 7.5 | 9.4 | 5.6 | 5.4 | 7.0 | 13.8 | 8.9 | 16.3 | 32.7 | 5.6 | 6.2 | 4.2 | 5.7 | 8.6 | 20.0 | 25.4 | 0.0 |
| Standard Deviation(%) | NA | 8.4 | 8.1 | 8.7 | 12.5 | NA | 12.6 | 8.3 | 8.8 | 6.9 | 10.7 | 8.4 | 14.9 | 11.1 | 16.3 | 21.7 | 8.8 | 6.7 | 5.8 | 6.6 | 9.1 | 13.4 | 23.0 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.07 | 0.04 | NA | 0.02 | 0.05 | -0.02 | 0.04 | 0.18 | 0.1 | -0.01 | 0.11 | 0.24 | -0.32 | 0.04 | 0.07 | 0.04 | 0.06 | 0.2 | -0.17 | -0.2 | 1.0 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.06 | NA |
| Beta | NA | 0.97 | 0.99 | 1.02 | 0.94 | NA | 0.95 | 0.96 | 0.98 | 1.02 | 1.0 | 1.12 | 1.09 | 1.03 | 0.97 | 0.83 | 0.94 | 0.98 | 0.85 | 0.87 | 0.92 | 0.93 | 1.04 | NA |
| RSquared | NA | 0.82 | 0.9 | 0.76 | 0.86 | NA | 0.75 | 0.82 | 0.95 | 0.96 | 0.4 | 0.96 | 0.98 | 0.98 | 0.96 | 0.8 | 0.95 | 0.95 | 0.91 | 0.83 | 0.91 | 0.93 | 0.36 | 0.0 |
| Yield(%) | N/A | 12.3 | 7.6 | 6.8 | 4.6 | 4.1 | N/A | 4.8 | 7.8 | 8.1 | 4.2 | 3.1 | 2.4 | 1.8 | 1.9 | 5.2 | 7.9 | 2.4 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 45.0 | 302.1 | 91.9 | N/A | N/A | N/A | -45.3 | -6.3 | 113.1 | 46.1 | 29.2 | 45.6 | 13.5 | -74.4 | -35.2 | 256.5 | 15.6 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2000
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See Moderate Allocation Asset Class Trend Rankings |
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