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VPGDX: VANGUARD MANAGED PAYOUT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/24/2008 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 1.56% |
| Expenses | 0.27% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/24/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -46.5 | -50.7 | -15.8 | -10.4 | -2.3 | -1.0 | -1.0 | -48.0 | -10.8 | 10.1 | 4.7 | 15.3 | -5.7 | 13.3 | 7.6 | -0.7 | 5.9 | 15.9 | 11.0 | 0.7 | 12.3 | 16.4 | -31.6 |
| Sharpe Ratio | NA | -0.83 | -0.44 | -0.33 | -0.12 | NA | -0.07 | -0.84 | -0.89 | 1.19 | 0.23 | 0.39 | -0.86 | 3.2 | 0.88 | -0.09 | 0.94 | 2.01 | 1.29 | 0.04 | 0.91 | 0.93 | -1.44 |
| Draw Down(%) | NA | 51.4 | 55.0 | 55.0 | 55.0 | NA | 55.0 | 50.7 | 17.1 | 3.9 | 24.2 | 23.6 | 11.6 | 1.4 | 5.6 | 8.1 | 5.4 | 6.6 | 7.6 | 14.3 | 10.3 | 19.3 | 40.9 |
| Standard Deviation(%) | NA | 64.1 | 37.9 | 34.4 | 24.9 | NA | 22.5 | 99.5 | 13.8 | 8.5 | 19.5 | 35.8 | 8.2 | 4.0 | 8.4 | 8.4 | 6.2 | 7.9 | 8.6 | 15.6 | 13.4 | 17.5 | 30.0 |
| Treynor Ratio | NA | -0.41 | -0.13 | -0.07 | -0.02 | NA | -0.01 | -0.82 | -0.08 | 0.12 | 0.02 | 0.05 | -0.04 | 0.09 | 0.04 | 0.0 | 0.03 | 0.09 | 0.05 | 0.0 | 0.05 | 0.08 | -0.2 |
| Alpha | NA | -0.21 | -0.04 | -0.03 | -0.02 | NA | -0.02 | -0.52 | 0.04 | 0.04 | -0.04 | -0.04 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.04 | -0.03 | -0.04 | -0.06 |
| Beta | NA | 1.31 | 1.25 | 1.54 | 1.59 | NA | 1.84 | 1.03 | 1.45 | 0.86 | 1.93 | 2.62 | 1.8 | 1.39 | 1.86 | 1.8 | 1.78 | 1.83 | 2.06 | 2.39 | 2.25 | 1.95 | 2.17 |
| RSquared | NA | 0.05 | 0.1 | 0.14 | 0.18 | NA | 0.34 | 0.01 | 0.84 | 0.54 | 0.94 | 0.05 | 0.89 | 0.61 | 0.89 | 0.84 | 0.82 | 0.8 | 0.77 | 0.85 | 0.8 | 0.87 | 0.9 |
| Yield(%) | N/A | 1.6 | 3.0 | 4.9 | 5.5 | 4.3 | N/A | 0.0 | 1.9 | 4.1 | 2.6 | 6.6 | 12.4 | 4.1 | 6.2 | 7.7 | 3.9 | 10.2 | 4.7 | 4.5 | 3.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -60.3 | -66.8 | -19.2 | N/A | N/A | N/A | -100.0 | -49.6 | 55.6 | -56.7 | -56.3 | 233.4 | -33.2 | -26.7 | 104.8 | -61.1 | 131.1 | 1.5 | 37.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2008
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