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VPDFX: Vanguard Managed Payout Dis Focus Inv (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/24/2008 |
| Last Dividend Date: | 12/30/2013 |
| 12-Mo. Yield | 15.98% |
| Expenses | 0.21% |
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Performance Analytics (As of 01/17/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/24/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 11.3 | 7.9 | 10.7 | 1.8 | -0.2 | 14.0 | 9.4 | 1.9 | 11.7 | 12.7 | -30.8 |
| Sharpe Ratio | NA | 1.63 | 0.83 | 0.95 | 0.11 | -0.77 | 2.02 | 1.32 | 0.14 | 1.02 | 0.79 | -1.53 |
| Draw Down(%) | NA | 6.0 | 11.7 | 14.0 | 43.2 | 0.7 | 6.0 | 6.6 | 11.7 | 8.7 | 18.4 | 39.5 |
| Standard Deviation(%) | NA | 6.9 | 9.4 | 11.3 | 14.3 | 5.6 | 6.9 | 7.1 | 13.0 | 11.4 | 15.9 | 27.5 |
| Treynor Ratio | NA | 0.07 | 0.04 | 0.06 | 0.01 | -0.03 | 0.09 | 0.05 | 0.01 | 0.06 | 0.07 | -0.21 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | -0.03 | -0.07 | 0.02 | -0.02 | -0.03 | -0.02 | -0.04 | -0.07 |
| Beta | NA | 1.61 | 1.86 | 1.83 | 1.9 | 1.57 | 1.63 | 1.71 | 2.01 | 1.94 | 1.77 | 1.99 |
| RSquared | NA | 0.82 | 0.83 | 0.84 | 0.87 | 0.73 | 0.82 | 0.77 | 0.87 | 0.81 | 0.87 | 0.9 |
| Yield(%) | N/A | 16.0 | 11.7 | 10.4 | N/A | 0.0 | 16.6 | 7.5 | 13.7 | 5.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 103.6 | N/A | N/A | N/A | -100.0 | 127.4 | -51.7 | 173.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2008
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