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VWSTX: VANGUARD SHORT-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 15.82 0(0.0%) July 03
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 01/30/1980 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.21% |
| Expenses | 0.09% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1980 |
2024 | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.7 | 3.6 | 3.1 | 1.7 | 1.5 | 1.3 | 1.8 | 3.5 | 3.1 | 3.9 | -0.8 | 0.2 | 1.8 | 2.4 | 1.6 | 1.0 | 0.4 | 0.4 | 0.6 | 0.5 | 1.0 | 1.6 | 0.8 | 3.1 | 3.7 | 4.2 | 3.3 | 1.7 | 1.1 | 1.6 | 3.6 | 4.8 | 4.9 | 2.3 | 4.3 | 4.1 | 3.7 | 6.0 | 1.6 | 3.9 | 4.7 | 7.2 | 6.6 | 7.0 | 5.6 | 3.4 | 7.3 | 7.0 | 6.8 | 5.1 | 10.1 | 8.3 | 5.3 |
| Sharpe Ratio | NA | 0.24 | 0.29 | -0.23 | -0.3 | 0.13 | NA | NA | 0.47 | -0.41 | 0.2 | -2.2 | 0.35 | 0.82 | 1.46 | 0.33 | 0.62 | 0.27 | 1.02 | 1.73 | 0.85 | 2.09 | 3.06 | 1.25 | 3.64 | 2.1 | 0.98 | -0.16 | -0.79 | 0.17 | 1.1 | 2.29 | 1.75 | 0.53 | -0.92 | 0.71 | 0.33 | 0.02 | 1.52 | -1.08 | 1.35 | 1.64 | 1.85 | 0.64 | 0.61 | 0.45 | -0.44 | 1.69 | 0.79 | -0.11 | -0.71 | 0.8 | -0.86 | -1.33 |
| Draw Down(%) | NA | 1.0 | 1.0 | 1.4 | 2.3 | 3.1 | NA | NA | 3.1 | 0.5 | 0.8 | 2.2 | 0.2 | 3.1 | 0.4 | 0.3 | 0.6 | 0.7 | 0.3 | 0.2 | 0.6 | 0.3 | 0.2 | 0.5 | 0.3 | 1.0 | 0.2 | 0.2 | 0.2 | 0.9 | 0.4 | 0.8 | 0.4 | 0.3 | 0.4 | 0.3 | 0.4 | 0.5 | 0.3 | 0.7 | 0.5 | 0.4 | 0.4 | 0.5 | 0.4 | 0.3 | 1.6 | 0.4 | 0.5 | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 |
| Standard Deviation(%) | NA | 1.5 | 1.4 | 1.2 | 1.0 | 1.0 | NA | NA | 1.4 | 1.2 | 1.1 | 1.0 | 0.4 | 1.9 | 0.6 | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.8 | 1.3 | 1.1 | 1.0 | 0.8 | 0.8 | 0.8 | 1.1 | 1.3 | 1.3 | 1.2 | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | 1.4 | 1.8 | 1.8 | 1.7 | 1.6 | 1.9 | 1.7 | 1.9 | 2.1 | 1.7 | 2.9 | 2.6 | 2.0 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.03 |
| 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 | 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 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.3 | 2.9 | 2.6 | 1.8 | 1.5 | 1.3 | 1.7 | N/A | 3.2 | 2.5 | 1.1 | 0.6 | 1.2 | 1.6 | 1.4 | 1.1 | 0.9 | 0.7 | 0.7 | 0.8 | 1.1 | 1.2 | 1.2 | 2.0 | 3.2 | 3.4 | 3.0 | 2.3 | 1.9 | 1.9 | 2.8 | 3.9 | 4.1 | 3.4 | 3.9 | 4.0 | 3.9 | 4.0 | 3.5 | 3.9 | 4.6 | 5.7 | 5.9 | 5.9 | 5.4 | 4.9 | 5.7 | 6.3 | 6.5 | 5.7 | 7.7 | 7.0 | 5.2 |
| Dividend Growth(%) | N/A | -59.2 | 0.0 | 162.5 | 51.9 | -16.1 | -56.2 | -59.3 | N/A | 32.2 | 112.2 | 83.7 | -47.6 | -25.7 | 10.4 | 36.9 | 21.5 | 23.4 | -0.9 | -16.4 | -20.2 | -13.0 | 1.0 | -40.5 | -35.7 | -6.4 | 15.9 | 29.6 | 20.3 | -3.3 | -29.9 | -28.7 | -3.8 | 19.2 | -12.9 | -2.1 | 3.3 | -1.3 | 11.1 | -9.5 | -14.8 | -19.4 | -2.6 | 1.6 | 9.8 | 6.9 | -12.1 | -8.4 | -3.1 | 12.1 | -24.2 | 10.8 | 35.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1980
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Short Asset Class Trend Rankings |
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