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VCITX: VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.37 0.04(0.35%) May 03
Asset Class: | Muni California Long |
MyPlanIQ Rating: | (92%) |
Start Date: | 04/14/1986 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 2.98% |
Expenses | 0.09% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/08/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -1.0 | 3.3 | -1.0 | 1.5 | 2.8 | 4.0 | 3.7 | 5.2 | 7.5 | -10.1 | 1.9 | 5.6 | 8.6 | 0.7 | 6.8 | 0.1 | 4.4 | 11.8 | -2.5 | 8.9 | 11.5 | 1.4 | 13.2 | -6.9 | 1.6 | 5.3 | 3.8 | 4.2 | 4.8 | 9.3 | 3.4 | 15.2 | -3.1 | 6.7 | 8.9 | 5.0 | 18.6 | -5.7 | 11.4 | 7.3 | 11.0 | 7.0 | 10.5 | 12.1 | -3.8 | 10.5 |
Sharpe Ratio | NA | -2.06 | -0.11 | -0.75 | -0.02 | 0.43 | NA | NA | 0.68 | 0.69 | -2.13 | 1.02 | 0.61 | 3.32 | -0.3 | 2.3 | -0.04 | 1.78 | 5.4 | -0.66 | 3.67 | 3.95 | 0.37 | 3.32 | -1.08 | -0.48 | 0.8 | 0.56 | 0.78 | 1.02 | 2.17 | 0.34 | 3.59 | -2.05 | 0.99 | 1.5 | 0.26 | 2.87 | -1.13 | 2.31 | 1.09 | 2.07 | 0.36 | 1.2 | 1.5 | -0.68 | 2.33 |
Draw Down(%) | NA | 2.1 | 6.6 | 15.8 | 15.8 | 15.8 | NA | NA | 18.6 | 7.0 | 15.6 | 2.5 | 12.6 | 1.9 | 2.5 | 1.7 | 7.4 | 2.6 | 1.4 | 8.1 | 2.1 | 3.0 | 6.5 | 3.4 | 12.3 | 3.5 | 1.6 | 2.9 | 6.3 | 6.0 | 5.1 | 4.4 | 3.4 | 6.1 | 2.4 | 2.8 | 5.5 | 3.7 | 12.1 | 3.4 | 5.7 | 2.1 | 5.2 | 3.3 | 3.9 | 18.6 | 3.0 |
Standard Deviation(%) | NA | 3.2 | 4.5 | 4.3 | 5.3 | 4.1 | NA | NA | 4.5 | 4.7 | 5.4 | 1.8 | 8.7 | 2.2 | 2.1 | 2.7 | 3.3 | 2.5 | 2.2 | 3.9 | 2.4 | 2.9 | 3.5 | 3.9 | 7.2 | 3.0 | 2.5 | 2.9 | 4.2 | 4.0 | 3.8 | 3.1 | 3.1 | 3.1 | 3.4 | 3.6 | 5.6 | 5.1 | 7.7 | 4.0 | 4.5 | 3.5 | 4.7 | 4.0 | 5.0 | 11.5 | 4.7 |
Treynor Ratio | NA | -0.07 | 0.0 | -0.03 | 0.0 | 0.02 | NA | NA | 0.03 | 0.03 | -0.11 | 0.02 | 0.05 | 0.07 | -0.01 | 0.06 | 0.0 | 0.04 | 0.12 | -0.03 | 0.09 | 0.11 | 0.01 | 0.13 | -0.08 | -0.01 | 0.02 | 0.02 | 0.03 | 0.04 | 0.08 | 0.01 | 0.11 | -0.06 | 0.03 | 0.05 | 0.01 | 0.15 | -0.09 | 0.09 | 0.05 | 0.07 | 0.02 | 0.05 | 0.07 | -0.08 | 0.11 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 1.0 | 3.2 | 2.6 | 2.9 | 3.2 | 3.9 | 3.7 | N/A | 3.2 | 2.1 | 2.7 | 3.5 | 3.0 | 2.9 | 3.0 | 3.2 | 3.9 | 4.2 | 4.0 | 4.2 | 4.5 | 4.0 | 4.7 | 4.2 | 4.2 | 4.1 | 4.3 | 4.9 | 5.4 | 5.0 | 5.0 | 5.5 | 5.1 | 6.1 | 6.0 | 6.1 | 5.9 | 5.3 | 5.6 | 5.6 | 6.2 | 6.5 | 6.9 | 7.4 | 6.5 | 4.9 |
Dividend Growth(%) | N/A | -66.7 | 16.1 | -13.2 | -12.4 | -22.2 | -29.7 | N/A | N/A | 33.3 | -20.6 | -22.7 | 22.2 | 0.0 | 0.0 | -7.7 | -17.0 | 0.0 | -2.1 | 0.0 | 0.0 | 9.1 | -8.3 | 0.0 | -2.0 | 2.1 | -5.9 | -12.1 | -9.4 | 12.3 | -3.4 | 0.0 | 0.0 | -15.7 | 4.5 | -2.9 | 15.0 | 0.0 | 0.0 | 0.0 | -4.8 | -4.5 | -2.9 | -2.9 | 2.9 | 38.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/1986
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See Muni California Long Asset Class Trend Rankings |
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