Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VPEIX (VANTAGEPOINT EQUITY INCOME FUND INVESTOR SHARES) | NA | 8.27% | 4.39% | 11.35% | 5.08% | 6.62% | NA | 3.58% |
Data as of 12/28/2016, AR inception is 03/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VPEIX (VANTAGEPOINT EQUITY INCOME FUND INVESTOR SHARES) | 03/17/1999 | 12/28/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.27 | 4.39 | 11.35 | 5.08 | 6.62 | NA | 3.58 | 8.80 | -7.75 | 12.94 | 31.13 | 14.30 | 0.05 | 13.28 | 35.29 | -39.10 | 3.83 | 18.72 | 5.77 | 14.78 | 31.77 | -16.01 | -12.64 | 13.83 | -30.42 |
| Sharpe Ratio | NA | 0.55 | 0.20 | 0.59 | 0.19 | NA | NA | 0.10 | 0.59 | -0.50 | 0.41 | 2.90 | 1.10 | 0.00 | 0.73 | 1.16 | -0.99 | 0.05 | 1.61 | 0.39 | 1.47 | 1.94 | -0.81 | -0.71 | 0.60 | -1.14 |
| Standard Deviation(%) | NA | 14.70 | 21.97 | 19.11 | 23.93 | NA | NA | 21.78 | 14.61 | 15.61 | 31.57 | 10.73 | 13.02 | 23.92 | 18.11 | 30.23 | 40.15 | 14.77 | 9.63 | 9.17 | 9.44 | 16.02 | 21.16 | 21.39 | 16.40 | 35.03 |
| Draw Down(%) | NA | 12.46 | 20.52 | 20.52 | 58.63 | NA | NA | 58.63 | 11.07 | 16.85 | 17.79 | 5.38 | 11.11 | 21.41 | 16.10 | 30.00 | 50.72 | 10.39 | 7.45 | 5.69 | 5.58 | 15.82 | 29.19 | 26.30 | 14.86 | 37.26 |
| Yield(%) | 0.00 | 0.65 | 9.23 | 10.25 | 5.47 | 6.31 | 3.29 | 3.87 | 0.67 | 9.56 | 18.74 | 7.60 | 5.24 | 4.15 | 1.03 | 2.18 | 1.64 | 5.03 | 7.06 | 6.80 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/28/2016, AR inception is 03/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPEIX (VANTAGEPOINT EQUITY INCOME FUND INVESTOR SHARES) |
-16.37%
Oct 1999 - Oct 2002 |
-6.43%
Feb 2004 - Feb 2009 |
-3.67%
Apr 1999 - Apr 2009 |
3.08%
Apr 1999 - Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPEIX (VANTAGEPOINT EQUITY INCOME FUND INVESTOR SHARES) |
27.15%
Feb 2009 - Feb 2012 |
23.17%
Feb 2009 - Feb 2014 |
9.45%
Mar 2003 - Mar 2013 |
7.69%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart