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VPBMX: VANTAGEPOINT BROAD MARKET INDEX FUND II CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/22/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.81% |
| Expenses | 0.21% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/22/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.7 | 8.3 | 6.6 | 4.2 | 6.5 | 0.3 | 12.5 | 33.4 | 15.8 | 1.1 | 17.1 | 28.1 | -36.9 | 5.4 | 15.7 | 6.3 | 12.1 | 29.8 | -21.7 | -6.2 | -23.8 | 10.8 |
| Sharpe Ratio | NA | 0.44 | 0.47 | 1.01 | 0.28 | NA | 0.15 | 0.49 | 0.02 | 1.0 | 2.94 | 1.22 | 0.04 | 0.91 | 1.01 | -0.93 | 0.15 | 1.17 | 0.39 | 0.98 | 1.75 | -0.92 | -0.39 | -0.94 | 0.77 |
| Draw Down(%) | NA | 12.7 | 15.1 | 15.1 | 55.2 | NA | 55.2 | 11.3 | 12.1 | 7.6 | 5.8 | 10.0 | 20.1 | 16.0 | 27.3 | 48.3 | 9.9 | 8.3 | 6.9 | 8.4 | 13.3 | 32.6 | 30.1 | 28.9 | 11.4 |
| Standard Deviation(%) | NA | 12.8 | 13.6 | 13.1 | 21.3 | NA | 20.4 | 12.7 | 15.3 | 12.5 | 11.4 | 13.0 | 24.4 | 18.8 | 27.6 | 40.6 | 15.9 | 10.6 | 10.7 | 11.4 | 16.6 | 24.9 | 22.3 | 29.6 | 16.4 |
| Treynor Ratio | NA | 0.06 | 0.07 | 0.13 | 0.06 | NA | 0.03 | 0.07 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.17 | 0.28 | -0.38 | 0.02 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.02 | NA | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.9 | 0.97 | 0.98 | 1.01 | NA | 1.0 | 0.89 | 0.98 | 1.01 | 1.01 | 1.01 | 1.03 | 1.03 | 1.01 | 0.99 | 1.0 | 1.04 | 1.03 | 1.02 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.92 | 0.94 | 0.98 | NA | 0.65 | 0.86 | 0.99 | 0.87 | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.8 | 2.9 | 4.1 | 2.7 | 2.8 | N/A | 0.8 | 4.2 | 3.3 | 3.9 | 3.3 | 1.8 | 1.8 | 2.3 | 1.8 | 1.8 | 1.7 | 1.7 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -81.3 | 31.6 | 127.7 | N/A | N/A | N/A | -81.3 | 39.7 | 6.8 | 32.7 | 86.4 | 12.2 | -1.2 | -18.6 | 2.0 | 19.8 | 4.4 | 8.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/1999
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View Historical Data in an advanced chart |
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See LARGE BLEND Asset Class Trend Rankings |
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