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VPMSX: VANTAGEPOINT MID/SMALL COMPANY INDEX FUND II CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/16/1999 |
| Last Dividend Date: | 07/29/2016 |
| 12-Mo. Yield | 0.24% |
| Expenses | 0.23% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/16/1999 |
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 | 0.2 | 7.9 | 8.6 | 6.1 | 8.5 | -3.2 | 7.5 | 37.6 | 18.2 | -3.6 | 28.4 | 36.5 | -38.1 | 5.3 | 15.2 | 9.9 | 18.0 | 41.7 | -18.3 | -9.0 | -19.6 | 7.7 |
| Sharpe Ratio | NA | 0.48 | 0.26 | 0.85 | 0.28 | NA | 0.22 | 0.55 | -0.21 | 0.44 | 2.8 | 1.19 | -0.12 | 1.26 | 1.12 | -0.94 | 0.14 | 0.88 | 0.62 | 1.24 | 2.61 | -0.87 | -0.46 | -0.65 | 41.46 |
| Draw Down(%) | NA | 16.0 | 23.4 | 23.4 | 56.9 | NA | 57.4 | 14.5 | 14.4 | 11.8 | 6.0 | 12.0 | 26.9 | 18.4 | 28.7 | 53.1 | 11.4 | 12.0 | 7.8 | 12.2 | 11.6 | 31.5 | 33.3 | 35.6 | 0.2 |
| Standard Deviation(%) | NA | 15.3 | 15.9 | 15.4 | 23.9 | NA | 22.9 | 15.2 | 15.4 | 17.0 | 13.4 | 15.4 | 29.5 | 22.5 | 32.5 | 41.4 | 16.4 | 13.7 | 12.5 | 13.8 | 15.7 | 22.3 | 25.1 | 36.6 | 13.0 |
| Treynor Ratio | NA | 0.08 | 0.04 | 0.13 | 0.07 | NA | 0.05 | 0.09 | -0.03 | 0.06 | 0.36 | 0.18 | -0.03 | 0.28 | 0.37 | -0.45 | 0.02 | 0.11 | 0.08 | 0.16 | 0.43 | -0.22 | -0.11 | -0.22 | 6.93 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.03 | NA | -0.02 | -0.01 | -0.01 | -0.03 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | -0.02 | -0.11 | 0.28 |
| Beta | NA | 0.91 | 1.0 | 1.01 | 0.96 | NA | 0.98 | 0.9 | 0.97 | 1.16 | 1.05 | 1.02 | 1.08 | 1.02 | 0.99 | 0.86 | 0.97 | 1.08 | 1.01 | 1.06 | 0.95 | 0.87 | 1.05 | 1.1 | 0.78 |
| RSquared | NA | 0.83 | 0.82 | 0.87 | 0.91 | NA | 0.89 | 0.83 | 0.93 | 0.73 | 0.95 | 0.96 | 0.99 | 0.97 | 0.98 | 0.85 | 0.97 | 0.97 | 0.95 | 0.95 | 0.95 | 0.97 | 0.91 | 0.75 | 0.7 |
| Yield(%) | N/A | 0.2 | 6.4 | 9.4 | 6.0 | 7.1 | N/A | 0.2 | 12.3 | 6.7 | 11.5 | 6.5 | 5.2 | 3.7 | 1.7 | 5.2 | 7.3 | 5.2 | 1.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -98.3 | 4.6 | 85.0 | N/A | N/A | N/A | -98.3 | 86.1 | -29.8 | 101.4 | 11.7 | 73.7 | 190.9 | -80.8 | -30.8 | 53.1 | 352.1 | 27.5 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1999
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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