Find A Portfolio/Ticker
Comparison Box
VCADX: VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 11.25 0(0.0%) April 26
Asset Class: | Muni California Intermediate |
MyPlanIQ Rating: | (76%) |
Start Date: | 11/14/2001 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.55% |
Expenses | 0.09% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -1.3 | 2.3 | -0.6 | 1.4 | 2.3 | 3.3 | 3.3 | 3.2 | 5.9 | -6.6 | 0.8 | 4.8 | 6.8 | 1.3 | 5.0 | -0.0 | 3.3 | 8.1 | -0.7 | 6.7 | 10.3 | 2.4 | 9.8 | -2.1 | 3.1 | 4.4 | 1.9 | 2.9 | 3.5 | 6.5 | -3.1 |
Sharpe Ratio | NA | -2.93 | -0.32 | -0.91 | 0.0 | 0.41 | NA | NA | 0.71 | 0.51 | -2.15 | 0.54 | 0.65 | 3.18 | -0.02 | 2.12 | -0.1 | 1.7 | 4.49 | -0.25 | 3.18 | 4.25 | 0.83 | 3.01 | -0.57 | 0.04 | 0.52 | -0.1 | 0.59 | 0.89 | 1.7 | -7.86 |
Draw Down(%) | NA | 1.3 | 4.2 | 11.1 | 11.1 | 11.1 | NA | NA | 11.1 | 4.9 | 10.8 | 1.9 | 10.6 | 1.6 | 1.8 | 1.6 | 5.5 | 2.1 | 1.3 | 5.8 | 1.8 | 2.0 | 5.0 | 2.8 | 8.8 | 1.8 | 1.3 | 2.4 | 5.5 | 4.8 | 4.6 | 3.5 |
Standard Deviation(%) | NA | 2.4 | 3.1 | 3.0 | 4.0 | 3.2 | NA | NA | 3.1 | 3.3 | 3.7 | 1.5 | 6.9 | 1.7 | 1.7 | 2.0 | 2.6 | 1.9 | 1.8 | 3.1 | 2.1 | 2.4 | 2.8 | 3.2 | 5.2 | 2.3 | 2.1 | 2.3 | 3.4 | 3.2 | 3.2 | 3.0 |
Treynor Ratio | NA | -0.1 | -0.01 | -0.04 | 0.0 | 0.02 | NA | NA | 0.03 | 0.03 | -0.12 | 0.01 | 0.06 | 0.08 | 0.0 | 0.06 | 0.0 | 0.04 | 0.11 | -0.01 | 0.08 | 0.13 | 0.03 | 0.13 | -0.04 | 0.0 | 0.01 | 0.0 | 0.03 | 0.04 | 0.07 | -0.39 |
Alpha | NA | -0.01 | 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 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 |
Beta | NA | 0.72 | 0.66 | 0.67 | 0.74 | 0.74 | NA | NA | 0.74 | 0.66 | 0.67 | 0.73 | 0.79 | 0.72 | 0.74 | 0.71 | 0.77 | 0.72 | 0.77 | 0.76 | 0.81 | 0.78 | 0.75 | 0.76 | 0.71 | 0.72 | 0.78 | 0.77 | 0.78 | 0.74 | 0.78 | 0.61 |
RSquared | NA | 0.93 | 0.94 | 0.93 | 0.95 | 0.94 | NA | NA | 0.91 | 0.94 | 0.94 | 0.8 | 0.98 | 0.82 | 0.84 | 0.89 | 0.93 | 0.86 | 0.86 | 0.93 | 0.88 | 0.87 | 0.87 | 0.86 | 0.93 | 0.86 | 0.87 | 0.89 | 0.92 | 0.89 | 0.84 | 0.78 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.0 | 2.0 | 2.1 | 2.7 | 3.0 | 3.0 | 3.0 | 3.0 | 3.2 | 3.2 | 3.2 | 4.0 | 3.7 | 4.5 | 4.4 | 4.3 | 4.3 | 4.2 | 4.2 | 4.5 | 2.2 | 0.0 |
Dividend Growth(%) | N/A | -67.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.7 | -4.0 | -3.8 | -16.1 | -11.4 | 0.0 | -2.8 | 0.0 | 0.0 | -2.7 | 2.8 | -16.3 | 7.5 | -13.0 | -4.2 | 2.1 | 0.0 | 0.0 | -2.1 | -7.7 | 116.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Intermediate Asset Class Trend Rankings |
Top Rated Funds in Muni California Intermediate
Best Mutual Funds
- VCAIX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) 0.0% (97%)
- SBDAX (STET CALIFORNIA MUNICIPAL BOND FUND STET CALIFORNIA MUNICIPAL BOND FUND - CLASS A) 0.10% (93%)
- JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) 0.20% (90%)
- PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) 0.10% (86%)
- NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS Z) 0.10% (83%)
- BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) 0.0% (79%)
- VCADX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL SHARES) 0.0% (76%)
- NCITX (NORTHERN CALIFORNIA INTERMEDIATE TAX-EXEMPT FUND NORTHERN CALIFORNIA INTERMEDIATE TAX-EXEMPT FUND) 0.0% (72%)
- CFNTX (CALIFORNIA TAX-FREE INCOME FUND CALIFORNIA TAX-FREE INCOME FUND) 0.09% (69%)
- SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) 0.0% (66%)