Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VPRRX (VANTAGEPOINT MILESTONE RETIREMENT INCOME FUND INVESTOR M SHARES) | NA | 4.59% | 2.25% | 4.05% | 3.58% | NA | NA | 4.25% |
Data as of 12/28/2016, AR inception is 12/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VPRRX (VANTAGEPOINT MILESTONE RETIREMENT INCOME FUND INVESTOR M SHARES) | 12/31/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.59 | 2.25 | 4.05 | 3.58 | NA | NA | 4.25 | 4.83 | -1.54 | 3.49 | 6.14 | 7.19 | 2.38 | 7.29 | 16.52 | -13.76 | 6.03 | 7.51 | 3.39 | 0.00 |
| Sharpe Ratio | NA | 0.93 | 0.50 | 0.63 | 0.46 | NA | NA | 0.48 | 0.98 | -0.33 | 1.01 | 0.53 | 2.00 | 0.38 | 1.48 | 2.00 | -1.38 | 0.72 | 1.17 | 0.39 | NA |
| Standard Deviation(%) | NA | 4.73 | 4.37 | 6.35 | 6.82 | NA | NA | 6.36 | 4.73 | 4.80 | 3.44 | 11.42 | 3.61 | 6.16 | 4.87 | 8.20 | 10.63 | 4.22 | 3.60 | 3.15 | 0.00 |
| Draw Down(%) | NA | 4.14 | 7.99 | 8.68 | 21.13 | NA | NA | 21.13 | 3.74 | 6.03 | 3.17 | 8.68 | 2.73 | 5.31 | 3.35 | 8.77 | 19.68 | 2.37 | 2.50 | 2.04 | 0.00 |
| Yield(%) | 0.00 | 7.50 | 5.28 | 4.75 | 3.78 | 3.05 | 2.29 | 4.16 | 2.32 | 5.24 | 6.09 | 3.09 | 3.24 | 3.82 | 1.97 | 1.93 | 5.49 | 5.08 | 3.84 | 2.00 | 0.00 |
Data as of 12/28/2016, AR inception is 12/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPRRX (VANTAGEPOINT MILESTONE RETIREMENT INCOME FUND INVESTOR M SHARES) |
-2.68%
Feb 2006 - Feb 2009 |
2.74%
Feb 2011 - Feb 2016 |
3.56%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPRRX (VANTAGEPOINT MILESTONE RETIREMENT INCOME FUND INVESTOR M SHARES) |
11.82%
Feb 2009 - Feb 2012 |
9.14%
Feb 2009 - Feb 2014 |
4.64%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart