VNYTX | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES

Basic Info 10.84 0.02(0.18%)
May 17

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES started on 04/14/1986

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES is classified as asset class Muni New York Long

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES expense ratio is 0.09%

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES rating is

(85%)

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) Dividend Info

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) dividend growth in the last 12 months is 2.58%

The trailing 12-month yield of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES is 2.99%. its dividend history:

Date	Dividend
04/30/2024	0.0304
03/28/2024	0.0299
02/29/2024	0.03
01/31/2024	0.0293
12/29/2023	0.0298
11/30/2023	0.0296
10/31/2023	0.0009
09/29/2023	0.0291
08/31/2023	0.0285
07/31/2023	0.0281
06/30/2023	0.0285
05/31/2023	0.0277
04/28/2023	0.0277
03/31/2023	0.0275
02/28/2023	0.028
01/31/2023	0.0266
12/30/2022	0.027
11/30/2022	0.026
10/31/2022	0.0262
09/30/2022	0.0258
08/31/2022	0.0251
07/29/2022	0.0243
06/30/2022	0.025
05/31/2022	0.0245
04/29/2022	0.0242
03/31/2022	0.0236
02/28/2022	0.0247
01/31/2022	0.0234
12/31/2021	0.0237
12/29/2021	0.0908
11/30/2021	0.0242
10/29/2021	0.0238
09/30/2021	0.0239
08/31/2021	0.0239
07/30/2021	0.0241
06/30/2021	0.0249
05/28/2021	0.0246
04/30/2021	0.025
03/31/2021	0.0244
02/26/2021	0.0257
01/29/2021	0.0248
12/31/2020	0.025
12/29/2020	0.0973
11/30/2020	0.0261
10/30/2020	0.026
09/30/2020	0.0264
08/31/2020	0.026
07/31/2020	0.0268
06/30/2020	0.0265
05/29/2020	0.0279
04/30/2020	0.0269
03/31/2020	0.029
02/28/2020	0.027
01/31/2020	0.0286
12/31/2019	0.029
12/27/2019	0.0417
11/29/2019	0.0283
10/31/2019	0.029
09/30/2019	0.0283
08/30/2019	0.0293
07/31/2019	0.0295
06/28/2019	0.029
05/31/2019	0.03
04/30/2019	0.0296
03/29/2019	0.0309
02/28/2019	0.0282
01/31/2019	0.0313
12/31/2018	0.0314
12/28/2018	0.0252
11/30/2018	0.0306
10/31/2018	0.0314
09/28/2018	0.0303
08/31/2018	0.0313
07/31/2018	0.0313
06/29/2018	0.0304
05/31/2018	0.0315
04/30/2018	0.0304
03/29/2018	0.0313
02/28/2018	0.0282
01/31/2018	0.0311
12/29/2017	0.032
12/13/2017	0.056
11/30/2017	0.0301
10/31/2017	0.0312
09/29/2017	0.0302
08/31/2017	0.0314
07/31/2017	0.0315
06/30/2017	0.0308
05/31/2017	0.0317
04/28/2017	0.0305
03/31/2017	0.032
02/28/2017	0.029
01/31/2017	0.032
12/30/2016	0.032
12/23/2016	0.062
11/30/2016	0.031
10/31/2016	0.032
09/30/2016	0.031
08/31/2016	0.032
07/29/2016	0.032
06/30/2016	0.031
05/31/2016	0.032
04/29/2016	0.031
03/31/2016	0.032
02/29/2016	0.03
01/29/2016	0.032
12/31/2015	0.033
12/24/2015	0.011
11/30/2015	0.031
10/30/2015	0.032
09/30/2015	0.032
08/31/2015	0.033
07/31/2015	0.034
06/30/2015	0.033
05/29/2015	0.034
04/30/2015	0.032
03/31/2015	0.034
02/27/2015	0.031
01/30/2015	0.033
12/31/2014	0.033
11/28/2014	0.032
10/31/2014	0.033
09/30/2014	0.032
08/29/2014	0.034
07/31/2014	0.034
06/30/2014	0.033
05/30/2014	0.034
04/30/2014	0.034
03/31/2014	0.035
02/28/2014	0.032
01/31/2014	0.036
12/31/2013	0.035
11/29/2013	0.034
10/31/2013	0.034
09/30/2013	0.033
08/30/2013	0.034
07/31/2013	0.034
06/28/2013	0.033
05/31/2013	0.033
04/30/2013	0.032
03/28/2013	0.033
02/28/2013	0.03
01/31/2013	0.033
12/31/2012	0.034
11/30/2012	0.033
10/31/2012	0.034
09/28/2012	0.033
08/31/2012	0.034
07/31/2012	0.034
06/29/2012	0.033
05/31/2012	0.035
04/30/2012	0.034
03/30/2012	0.034
02/29/2012	0.032
01/31/2012	0.035
12/30/2011	0.035
11/30/2011	0.034
10/31/2011	0.035
09/30/2011	0.034
08/31/2011	0.035
07/29/2011	0.035
06/30/2011	0.034
05/31/2011	0.036
04/29/2011	0.035
03/31/2011	0.036
02/28/2011	0.033
01/31/2011	0.037
12/31/2010	0.036
11/30/2010	0.034
10/29/2010	0.035
09/30/2010	0.034
08/31/2010	0.036
07/30/2010	0.036
06/30/2010	0.035
05/28/2010	0.037
03/31/2010	0.037
02/26/2010	0.034
01/29/2010	0.038
12/31/2009	0.038
11/30/2009	0.036
10/30/2009	0.037
09/30/2009	0.036
08/31/2009	0.037
07/31/2009	0.038
06/30/2009	0.036
05/29/2009	0.038
04/30/2009	0.036
03/31/2009	0.038
02/27/2009	0.034
01/30/2009	0.038
12/31/2008	0.038
11/28/2008	0.037
10/31/2008	0.039
09/30/2008	0.038
08/29/2008	0.039
07/31/2008	0.039
06/30/2008	0.038
05/30/2008	0.039
04/30/2008	0.038
03/31/2008	0.04
02/29/2008	0.037
01/31/2008	0.04
12/31/2007	0.04
11/30/2007	0.039
10/31/2007	0.041
09/28/2007	0.039
08/31/2007	0.041
07/31/2007	0.041
06/29/2007	0.04
05/31/2007	0.042
04/30/2007	0.041
03/30/2007	0.042
02/28/2007	0.038
01/31/2007	0.042
12/29/2006	0.042
12/28/2006	0.035
11/30/2006	0.041
10/31/2006	0.042
09/29/2006	0.04
08/31/2006	0.041
07/31/2006	0.041
06/30/2006	0.04
05/31/2006	0.041
04/28/2006	0.04
03/31/2006	0.041
02/28/2006	0.037
01/31/2006	0.041
12/30/2005	0.042
12/29/2005	0.073
11/30/2005	0.04
10/31/2005	0.041
09/30/2005	0.04
08/31/2005	0.041
07/29/2005	0.041
06/30/2005	0.04
05/31/2005	0.041
04/29/2005	0.04
03/31/2005	0.041
02/28/2005	0.037
01/31/2005	0.042
12/31/2004	0.081
11/30/2004	0.04
10/29/2004	0.042
09/30/2004	0.04
08/31/2004	0.042
07/30/2004	0.042
06/30/2004	0.04
05/28/2004	0.041
04/30/2004	0.04
03/31/2004	0.041
02/27/2004	0.04
01/30/2004	0.041
12/31/2003	0.068
11/28/2003	0.04
10/31/2003	0.041
09/30/2003	0.04
08/29/2003	0.041
07/31/2003	0.041
06/30/2003	0.04
05/30/2003	0.041
04/30/2003	0.04
03/31/2003	0.041
02/28/2003	0.043
01/31/2003	0.048
12/31/2002	0.167
11/29/2002	0.046
10/31/2002	0.042
09/30/2002	0.041
08/30/2002	0.042
07/31/2002	0.043
06/28/2002	0.042
05/31/2002	0.05
04/30/2002	0.048
02/28/2002	0.039
01/31/2002	0.043
12/31/2001	0.106
11/30/2001	0.041
10/31/2001	0.043
09/28/2001	0.041
08/31/2001	0.043
07/31/2001	0.044
06/29/2001	0.044
05/31/2001	0.046
04/30/2001	0.044
03/30/2001	0.046
02/28/2001	0.041
01/31/2001	0.046
12/29/2000	0.046
11/30/2000	0.045
10/31/2000	0.046
09/29/2000	0.045
08/31/2000	0.046
07/31/2000	0.047
06/30/2000	0.046
05/31/2000	0.048
04/28/2000	0.046
03/31/2000	0.047
02/29/2000	0.045
01/31/2000	0.048
12/31/1999	0.047
11/30/1999	0.045
10/29/1999	0.047
09/30/1999	0.045
08/31/1999	0.046
07/30/1999	0.046
06/30/1999	0.045
05/28/1999	0.046
04/30/1999	0.045
03/31/1999	0.046
02/26/1999	0.042
01/29/1999	0.047
12/31/1998	0.138
11/30/1998	0.045
10/30/1998	0.047
09/30/1998	0.046
08/31/1998	0.048
07/31/1998	0.048
06/30/1998	0.047
05/29/1998	0.048
04/30/1998	0.047
03/31/1998	0.048
02/27/1998	0.044
01/30/1998	0.048
12/31/1997	0.065
11/28/1997	0.047
10/31/1997	0.048
09/30/1997	0.046
08/29/1997	0.048
07/31/1997	0.048
06/30/1997	0.047
05/30/1997	0.049
04/30/1997	0.047
03/31/1997	0.049
02/28/1997	0.045
01/31/1997	0.049
12/31/1996	0.09
11/29/1996	0.047
10/31/1996	0.048
09/30/1996	0.046
08/30/1996	0.048
07/31/1996	0.048
06/28/1996	0.047
05/31/1996	0.049
04/30/1996	0.047
03/29/1996	0.048
02/29/1996	0.045
01/31/1996	0.048
12/29/1995	0.049
11/30/1995	0.047
10/31/1995	0.049
09/29/1995	0.047
08/31/1995	0.049
07/31/1995	0.048
06/30/1995	0.047
05/31/1995	0.049
04/28/1995	0.048
03/31/1995	0.05
02/28/1995	0.045
01/31/1995	0.051
12/30/1994	0.051
11/30/1994	0.05
10/31/1994	0.05
09/30/1994	0.049
08/31/1994	0.049
07/29/1994	0.048
06/30/1994	0.048
05/31/1994	0.049
04/29/1994	0.05
03/31/1994	0.049
02/28/1994	0.049
01/31/1994	0.049
12/31/1993	0.049
11/30/1993	0.049
10/29/1993	0.049
09/30/1993	0.05
08/31/1993	0.05
07/30/1993	0.05
06/30/1993	0.049
05/28/1993	0.049
04/30/1993	0.049
03/31/1993	0.05
02/26/1993	0.05
01/29/1993	0.051
12/31/1992	0.051
11/30/1992	0.052
10/30/1992	0.052
09/30/1992	0.053
08/31/1992	0.053
07/31/1992	0.053
06/30/1992	0.052
05/29/1992	0.052
04/30/1992	0.052
03/31/1992	0.053
02/28/1992	0.053
01/31/1992	0.054
12/31/1991	0.053
11/29/1991	0.053
10/31/1991	0.054
09/30/1991	0.055
08/30/1991	0.055
07/31/1991	0.055
06/28/1991	0.054
05/31/1991	0.053
04/30/1991	0.052
03/28/1991	0.052
02/28/1991	0.053
01/31/1991	0.053
12/31/1990	0.029
12/14/1990	0.049
11/15/1990	0.053
10/15/1990	0.054
09/14/1990	0.052
08/15/1990	0.056
07/13/1990	0.048
06/15/1990	0.053
05/15/1990	0.05
04/16/1990	0.055
03/15/1990	0.05
02/15/1990	0.056
01/15/1990	0.026
12/29/1989	0.027
12/15/1989	0.052
11/15/1989	0.059
10/13/1989	0.049
09/15/1989	0.054
08/15/1989	0.055
07/14/1989	0.051
06/15/1989	0.054
05/15/1989	0.053
04/14/1989	0.051
03/15/1989	0.049
02/15/1989	0.058
01/13/1989	0.022
12/30/1988	0.027
12/15/1988	0.051
11/15/1988	0.054
10/14/1988	0.049
09/15/1988	0.053
08/15/1988	0.052
07/15/1988	0.051
06/15/1988	0.055
05/13/1988	0.047
04/15/1988	0.052
03/15/1988	0.055
02/12/1988	0.048
01/15/1988	0.051
12/15/1987	0.055
11/13/1987	0.05
10/15/1987	0.052
09/15/1987	0.056
08/14/1987	0.051
07/15/1987	0.051
06/15/1987	0.053
05/15/1987	0.052
04/15/1987	0.056
03/13/1987	0.05
02/13/1987	0.051
01/15/1987	0.053
12/15/1986	0.053
11/14/1986	0.052
10/15/1986	0.053
09/15/1986	0.056
08/15/1986	0.056
07/15/1986	0.057
06/13/1986	0.044
05/15/1986	0.048
04/15/1986	0.015

Dividend Growth History for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.312	2.97%	4.07%	-
2022	$0.2998	2.47%	-21.89%	4.07%
2021	$0.3838	3.14%	-8.51%	-9.84%
2020	$0.4195	3.50%	6.45%	-9.40%
2019	$0.3941	3.44%	-0.08%	-5.67%
2018	$0.3944	3.35%	-7.94%	-4.58%
2017	$0.4284	3.71%	-2.64%	-5.15%
2016	$0.44	3.69%	9.18%	-4.79%
2015	$0.403	3.40%	0.25%	-3.15%
2014	$0.402	3.64%	1.01%	-2.78%
2013	$0.398	3.38%	-1.73%	-2.41%
2012	$0.405	3.56%	-3.34%	-2.34%
2011	$0.419	3.88%	6.89%	-2.43%
2010	$0.392	3.56%	-11.31%	-1.74%
2009	$0.442	4.32%	-4.33%	-2.46%
2008	$0.462	4.16%	-4.94%	-2.58%
2007	$0.486	4.30%	-6.90%	-2.73%
2006	$0.522	4.63%	-6.62%	-2.98%
2005	$0.559	4.85%	5.47%	-3.19%
2004	$0.53	4.58%	1.15%	-2.75%
2003	$0.524	4.57%	-13.10%	-2.56%
2002	$0.603	5.49%	3.08%	-3.09%
2001	$0.585	5.25%	5.41%	-2.82%
2000	$0.555	5.41%	1.46%	-2.47%
1999	$0.547	4.89%	-16.36%	-2.31%
1998	$0.654	5.84%	11.22%	-2.92%
1997	$0.588	5.45%	-3.76%	-2.41%
1996	$0.611	5.54%	5.53%	-2.46%
1995	$0.579	5.84%	-2.03%	-2.18%
1994	$0.591	5.31%	-0.67%	-2.18%
1993	$0.595	5.71%	-5.56%	-2.13%
1992	$0.63	6.15%	-1.87%	-2.24%
1991	$0.642	6.63%	1.74%	-2.23%
1990	$0.631	6.50%	-0.47%	-2.11%
1989	$0.634	6.74%	-1.71%	-2.06%
1988	$0.645	7.16%	2.38%	-2.05%
1987	$0.63	6.31%	45.16%	-1.93%
1986	$0.434	4.45%	-	-0.89%

Dividend Growth Chart for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX)

VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) Historical Returns And Risk Info

From 09/15/1986 to 05/17/2024, the compound annualized total return (dividend reinvested) of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 5.044%. Its cumulative total return (dividend reinvested) is 538.595%.

From 09/15/1986 to 05/17/2024, the Maximum Drawdown of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 18.2%.

From 09/15/1986 to 05/17/2024, the Sharpe Ratio of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 0.68.

From 09/15/1986 to 05/17/2024, the Annualized Standard Deviation of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 4.4%.

From 09/15/1986 to 05/17/2024, the Beta of VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 1.0.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 09/15/1986	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(%)	0.0	-0.4	4.2	-0.9	1.3	2.7	3.5	3.7	5.0	8.0	-11.0	2.4	5.5	8.3	0.5	5.8	0.5	4.2	10.8	-2.9	7.0	9.6	1.5	12.5	-3.7	2.4	4.8	2.8	4.0	5.5	10.5	4.1	13.8	-3.4	6.3	8.7	4.1	17.0	-5.6	13.0	8.3	12.8	6.3	10.3	12.0	-3.4	7.0
Sharpe Ratio	NA	-1.32	-0.02	-0.73	-0.04	0.4	NA	NA	0.68	0.76	-2.22	1.3	0.61	3.16	-0.39	2.09	0.1	1.81	5.0	-0.81	3.03	3.54	0.49	3.38	-0.62	-0.19	0.56	0.21	0.71	1.13	2.54	0.59	3.07	-2.07	0.95	1.57	0.12	2.87	-1.27	3.07	1.45	2.67	0.23	1.22	1.69	-0.72	0.96
Draw Down(%)	NA	2.2	7.1	16.7	16.7	16.7	NA	NA	18.2	7.4	16.5	2.4	12.4	1.9	2.5	1.8	6.2	2.4	1.4	7.5	2.2	2.8	5.3	3.1	11.9	2.9	2.2	3.2	6.3	6.4	4.3	4.2	3.6	6.4	2.3	2.4	4.9	2.8	12.0	3.0	4.9	2.1	4.3	2.7	3.4	18.2	4.6
Standard Deviation(%)	NA	3.5	4.7	4.5	5.3	4.1	NA	NA	4.4	5.0	5.6	1.9	8.6	2.2	2.1	2.5	3.1	2.3	2.2	3.7	2.3	2.7	2.9	3.7	7.3	3.0	2.8	3.1	4.3	4.2	3.7	3.1	3.1	3.2	3.1	3.3	5.1	4.6	6.8	3.5	4.0	3.4	4.2	3.8	4.3	10.3	6.1
Treynor Ratio	NA	-0.05	0.0	-0.03	0.0	0.02	NA	NA	0.03	0.04	-0.12	0.02	0.05	0.07	-0.01	0.05	0.0	0.04	0.11	-0.03	0.07	0.1	0.01	0.12	-0.05	-0.01	0.02	0.01	0.03	0.05	0.09	0.02	0.1	-0.07	0.03	0.05	0.01	0.13	-0.09	0.11	0.06	0.09	0.01	0.05	0.07	-0.07	0.06
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
RSquare	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	1.1	3.0	2.8	3.0	3.3	3.6	3.8	N/A	3.1	2.4	2.8	3.8	3.5	3.3	3.6	3.5	3.1	3.4	3.1	3.3	4.1	3.7	4.6	4.3	4.2	4.6	4.8	4.5	4.5	5.5	5.2	5.6	4.9	6.0	5.6	5.7	6.0	5.4	5.8	5.9	6.5	6.6	6.7	7.2	6.3	4.5
Dividend Growth(%)	N/A	-63.6	2.6	-14.5	-11.8	-15.9	-29.2	N/A	N/A	13.8	-14.7	-24.4	12.5	2.6	-7.1	0.0	13.5	-2.6	2.7	-2.6	-13.6	7.3	-12.8	-2.1	0.0	-7.7	-5.5	5.8	0.0	-13.3	3.4	1.8	3.6	-17.9	11.7	-4.8	6.8	-1.7	0.0	0.0	-4.8	-1.6	1.6	-3.1	3.2	43.2	N/A

Return Calculator for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX)

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VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) Historical Return Chart

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VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/15/1986 to 05/17/2024, the worst annualized return of 3-year rolling returns for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is -3.01%.

From 09/15/1986 to 05/17/2024, the worst annualized return of 5-year rolling returns for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is -0.1%.

From 09/15/1986 to 05/17/2024, the worst annualized return of 10-year rolling returns for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 1.66%.

From 09/15/1986 to 05/17/2024, the worst annualized return of 20-year rolling returns for VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (VNYTX) is 3.08%.

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