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VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS VPBMX
16.42 0.00 (0.00%) Dec 28, 2016

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.13
Ex-Dividend Date Jul 29, 2016
Annualized Return (3Y) 6.45%
Annualized Return (5Y) 13.31%
Annualized Return (10Y) 6.42%
Annualized Return (15Y) 6.56%
Close 16.42
Previous Close 16.42
Worst 3Y Roll AR -19.53%
Worst 5Y Roll AR -6.17%
Worst 10Y Roll AR -2.77%
Worst 15Y Roll AR 3.30%
Inception Date Apr 22, 1999
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Dividends


VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) Dividend Information

VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) dividend growth in the last 12 months is -81.30%

The trailing 12-month yield of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS is 0.81%. its dividend history:

Pay Date Cash Amount
Jul 29, 2016 $0.127
Dec 18, 2015 $0.679
Dec 22, 2014 $0.486
Dec 20, 2013 $0.455
Dec 21, 2012 $0.343
Dec 16, 2011 $0.184
Dec 17, 2010 $0.164
Dec 18, 2009 $0.166
Dec 16, 2008 $0.204
Dec 21, 2007 $0.2

Dividend Growth History for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2016
2016 $0.127 0.83% -81.30% -
2015 $0.679 4.20% 39.71% -81.30%
2014 $0.486 3.31% 6.81% -48.88%
2013 $0.455 3.87% 32.65% -34.65%
2012 $0.343 3.32% 86.41% -21.99%
2011 $0.184 1.77% 12.20% -7.15%
2010 $0.164 1.81% -1.20% -4.17%
2009 $0.166 2.27% -18.63% -3.75%
2008 $0.204 1.79% 2.00% -5.75%
2007 $0.2 1.79% 19.76% -4.92%
2006 $0.167 1.68% 4.38% -2.70%
2005 $0.16 1.72% 8.11% -2.08%
2004 $0.148 1.74% - -1.27%

Dividend Growth Chart for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX)

VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) Historical Returns And Risk Info

From 04/22/1999 to 12/28/2016, the compound annualized total return (dividend reinvested) of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is 4.227%. Its cumulative total return (dividend reinvested) is 107.76%.

From 04/22/1999 to 12/28/2016, the Maximum Drawdown of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is 55.2%.

From 04/22/1999 to 12/28/2016, the Sharpe Ratio of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is 0.15.

From 04/22/1999 to 12/28/2016, the Annualized Standard Deviation of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is 20.4%.

From 04/22/1999 to 12/28/2016, the Beta of VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is 1.0.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VPBMX (VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS) NA 5.79% 6.45% 13.31% 6.42% 6.56% NA 8.00%
VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) NA 11.39% 8.75% 14.63% 6.96% NA NA 8.34%
Data as of 12/28/2016, AR inception is 02/03/2004

Return Calculator for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX)

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VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX)

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Retirement Spending Calculator for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/22/1999 to 12/28/2016, the worst annualized return of 3-year rolling returns for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is -19.53%.
From 04/22/1999 to 12/28/2016, the worst annualized return of 5-year rolling returns for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is -6.17%.
From 04/22/1999 to 12/28/2016, the worst annualized return of 10-year rolling returns for VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) is -2.77%.

Drawdowns


VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (VPBMX) Maximum Drawdown




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