Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VPSIX (VANTAGEPOINT MID/SMALL COMPANY INDEX FUND I CLASS) | NA | 7.46% | 4.00% | 12.87% | 7.00% | 8.43% | NA | 7.66% |
Data as of 12/28/2016, AR inception is 02/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VPSIX (VANTAGEPOINT MID/SMALL COMPANY INDEX FUND I CLASS) | 02/26/1999 | 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 | 7.46 | 4.00 | 12.87 | 7.00 | 8.43 | NA | 7.66 | 8.29 | -3.37 | 7.17 | 37.36 | 17.87 | -3.86 | 28.22 | 36.20 | -38.25 | 5.11 | 14.99 | 9.63 | 17.86 | 41.54 | -18.41 | -8.76 | -19.61 | 40.91 |
| Sharpe Ratio | NA | 0.48 | 0.25 | 0.84 | 0.27 | NA | NA | 0.27 | 0.54 | -0.22 | 0.43 | 2.77 | 1.17 | -0.13 | 1.25 | 1.11 | -0.94 | 0.13 | 0.86 | 0.59 | 1.24 | 2.60 | -0.88 | -0.45 | -0.65 | 2.88 |
| Standard Deviation(%) | NA | 15.21 | 15.71 | 15.28 | 23.84 | NA | NA | 22.57 | 15.14 | 15.43 | 16.46 | 13.46 | 15.41 | 29.56 | 22.43 | 32.46 | 41.43 | 16.44 | 13.68 | 12.54 | 13.67 | 15.71 | 22.28 | 25.02 | 36.61 | 16.16 |
| Draw Down(%) | NA | 15.97 | 23.52 | 23.52 | 56.99 | NA | NA | 57.28 | 14.54 | 14.47 | 11.80 | 6.08 | 12.04 | 26.99 | 18.23 | 28.62 | 53.13 | 11.39 | 11.96 | 7.88 | 12.37 | 11.60 | 31.50 | 33.39 | 35.68 | 11.33 |
| Yield(%) | 0.00 | 0.22 | 5.85 | 8.65 | 5.56 | 6.61 | 5.18 | 6.09 | 0.23 | 11.29 | 6.02 | 10.67 | 5.90 | 4.79 | 3.46 | 1.45 | 4.88 | 6.82 | 4.76 | 1.03 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 |
Data as of 12/28/2016, AR inception is 02/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPSIX (VANTAGEPOINT MID/SMALL COMPANY INDEX FUND I CLASS) |
-20.58%
Feb 2000 - Feb 2003 |
-5.32%
Feb 2004 - Feb 2009 |
-0.01%
Feb 2000 - Feb 2010 |
5.19%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VPSIX (VANTAGEPOINT MID/SMALL COMPANY INDEX FUND I CLASS) |
31.14%
Feb 2009 - Feb 2012 |
27.40%
Feb 2009 - Feb 2014 |
12.17%
Mar 2003 - Mar 2013 |
9.67%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart