Vanguard Managed Payout Gr Focus Inv (VPGFX)

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

Overview


Vanguard Managed Payout Gr Focus Inv started on 04/24/2008
Vanguard Managed Payout Gr Focus Inv is classified as asset class Retirement Income
Vanguard Managed Payout Gr Focus Inv expense ratio is 0.22%
Vanguard Managed Payout Gr Focus Inv rating is
Not Rated

Dividends


Vanguard Managed Payout Gr Focus Inv (VPGFX) Dividend Info

Vanguard Managed Payout Gr Focus Inv (VPGFX) dividend growth in the last 12 months is 161.84%

The trailing 12-month yield of Vanguard Managed Payout Gr Focus Inv is 6.99%. its dividend history:

Pay Date Cash Amount
Dec 30, 2013 $0.865
Dec 17, 2013 $0.043
Nov 18, 2013 $0.043
Oct 16, 2013 $0.043
Sep 17, 2013 $0.043
Aug 16, 2013 $0.043
Jul 16, 2013 $0.043
Jun 18, 2013 $0.043
May 16, 2013 $0.043
Apr 16, 2013 $0.043
Mar 18, 2013 $0.043
Feb 19, 2013 $0.043
Jan 16, 2013 $0.043
Dec 17, 2012 $0.039
Nov 16, 2012 $0.039
Oct 16, 2012 $0.039
Sep 18, 2012 $0.039
Aug 16, 2012 $0.039
Jul 17, 2012 $0.039
Jun 18, 2012 $0.039
May 16, 2012 $0.039
Apr 17, 2012 $0.039
Mar 16, 2012 $0.039
Feb 16, 2012 $0.039
Jan 18, 2012 $0.039
Dec 16, 2011 $0.038
Nov 16, 2011 $0.038
Oct 18, 2011 $0.038
Sep 16, 2011 $0.038
Aug 16, 2011 $0.038
Jul 18, 2011 $0.038
Jun 16, 2011 $0.038
May 17, 2011 $0.038
Apr 18, 2011 $0.038
Mar 16, 2011 $0.038
Feb 16, 2011 $0.038
Jan 19, 2011 $0.038
Dec 30, 2010 $0.119
Dec 16, 2010 $0.037
Nov 16, 2010 $0.037
Oct 18, 2010 $0.037
Sep 16, 2010 $0.037
Aug 17, 2010 $0.037
Jul 16, 2010 $0.037
Jun 16, 2010 $0.037
May 18, 2010 $0.037
Apr 05, 2010 $0.023
Mar 16, 2010 $0.037

Dividend Growth History for Vanguard Managed Payout Gr Focus Inv (VPGFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2013
2013 $1.381 7.29% 195.09% -
2012 $0.468 2.74% 2.63% 195.09%
2011 $0.456 2.58% -4.00% 74.03%
2010 $0.475 2.93% - 42.72%

Dividend Growth Chart for Vanguard Managed Payout Gr Focus Inv (VPGFX)

Vanguard Managed Payout Gr Focus Inv (VPGFX) Dividend Calculator

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

Performance


Vanguard Managed Payout Gr Focus Inv (VPGFX) Historical Returns And Risk Info

From 04/24/2008 to 01/17/2014, the compound annualized total return (dividend reinvested) of Vanguard Managed Payout Gr Focus Inv (VPGFX) is 3.228%. Its cumulative total return (dividend reinvested) is 19.919%.

From 04/24/2008 to 01/17/2014, the Maximum Drawdown of Vanguard Managed Payout Gr Focus Inv (VPGFX) is 48.0%.

From 04/24/2008 to 01/17/2014, the Sharpe Ratio of Vanguard Managed Payout Gr Focus Inv (VPGFX) is 0.16.

From 04/24/2008 to 01/17/2014, the Annualized Standard Deviation of Vanguard Managed Payout Gr Focus Inv (VPGFX) is 19.2%.

From 04/24/2008 to 01/17/2014, the Beta of Vanguard Managed Payout Gr Focus Inv (VPGFX) is 2.5.

The return data shown below all have the same latest date: 01/17/2014.
AR inception is since 04/24/2008.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VPGFX (Vanguard Managed Payout Gr Focus Inv) NA 15.31% 9.25% 14.89% NA NA NA 3.70%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 26.60% 14.67% 20.40% 6.98% 4.42% 9.01% 8.38%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 12.47% 7.47% 13.25% 5.88% 5.33% NA 5.41%

Return Calculator for Vanguard Managed Payout Gr Focus Inv (VPGFX)

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Vanguard Managed Payout Gr Focus Inv (VPGFX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Vanguard Managed Payout Gr Focus Inv (VPGFX)

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Retirement Spending Calculator for Vanguard Managed Payout Gr Focus Inv (VPGFX)

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Rolling Returns


Vanguard Managed Payout Gr Focus Inv (VPGFX) Rolling Returns Charts

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 04/24/2008 to 01/17/2014, the worst annualized return of 3-year rolling returns for Vanguard Managed Payout Gr Focus Inv (VPGFX) is -1.11%.
From 04/24/2008 to 01/17/2014, the worst annualized return of 5-year rolling returns for Vanguard Managed Payout Gr Focus Inv (VPGFX) is 1.87%.
From 04/24/2008 to 01/17/2014, the worst annualized return of 10-year rolling returns for Vanguard Managed Payout Gr Focus Inv (VPGFX) is NA.
From 04/24/2008 to 01/17/2014, the worst annualized return of 20-year rolling returns for Vanguard Managed Payout Gr Focus Inv (VPGFX) is NA.

Drawdowns


Vanguard Managed Payout Gr Focus Inv (VPGFX) Maximum Drawdown




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