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VCAIX: VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.18 0(0.0%) May 08
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.09% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.5 | 0.2 | 2.5 | 0.9 | 1.9 | 2.8 | 3.1 | 4.0 | 1.4 | 5.8 | -6.7 | 0.7 | 4.5 | 6.7 | 1.2 | 4.8 | -0.2 | 3.2 | 8.0 | -0.8 | 6.6 | 10.2 | 2.3 | 9.7 | -2.1 | 3.0 | 4.3 | 1.9 | 2.9 | 4.1 | 9.4 | 4.4 | 10.9 | -0.6 | 6.0 | 7.7 | 5.4 | 13.1 | 1.8 |
| Sharpe Ratio | NA | -1.27 | -1.33 | -0.54 | -0.54 | 0.06 | NA | NA | 0.73 | -1.86 | 0.49 | -2.17 | 0.47 | 0.61 | 3.15 | -0.07 | 2.08 | -0.15 | 1.66 | 4.47 | -0.28 | 3.15 | 4.23 | 0.8 | 2.98 | -0.58 | 0.01 | 0.47 | -0.13 | 0.58 | 1.08 | 2.48 | 0.8 | 3.02 | -1.57 | 1.04 | 1.67 | 0.52 | 2.99 | -0.17 |
| Draw Down(%) | NA | 4.4 | 5.0 | 5.9 | 11.3 | 11.3 | NA | NA | 11.3 | 2.1 | 4.9 | 10.8 | 1.9 | 10.6 | 1.6 | 1.8 | 1.6 | 5.6 | 2.1 | 1.4 | 5.8 | 1.8 | 2.0 | 5.1 | 2.8 | 8.8 | 1.8 | 1.3 | 2.5 | 5.5 | 4.8 | 4.6 | 3.4 | 2.1 | 3.1 | 1.7 | 1.7 | 3.3 | 1.7 | 4.9 |
| Standard Deviation(%) | NA | 6.0 | 4.2 | 3.7 | 3.1 | 3.4 | NA | NA | 3.1 | 2.8 | 3.2 | 3.7 | 1.5 | 7.0 | 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 | 3.3 | 2.7 | 2.3 | 2.4 | 2.6 | 2.5 | 3.7 | 3.1 | 4.5 |
| Treynor Ratio | NA | -0.11 | -0.08 | -0.03 | -0.02 | 0.0 | NA | NA | 0.03 | -0.07 | 0.02 | -0.12 | 0.01 | 0.05 | 0.07 | 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 | 0.05 | 0.1 | 0.03 | 0.1 | -0.05 | 0.04 | 0.07 | 0.03 | 0.16 | -0.01 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 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 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.7 | 0.7 | 0.68 | 0.68 | 0.73 | NA | NA | 0.7 | 0.72 | 0.66 | 0.67 | 0.73 | 0.78 | 0.71 | 0.73 | 0.71 | 0.77 | 0.72 | 0.76 | 0.76 | 0.81 | 0.77 | 0.75 | 0.76 | 0.71 | 0.72 | 0.78 | 0.77 | 0.78 | 0.76 | 0.84 | 0.78 | 0.67 | 0.71 | 0.74 | 0.63 | 0.62 | 0.57 | 0.52 |
| RSquared | NA | 0.98 | 0.97 | 0.95 | 0.93 | 0.94 | NA | NA | 0.9 | 0.93 | 0.94 | 0.94 | 0.8 | 0.97 | 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 | 0.86 | 0.89 | 0.92 | 0.91 | 0.89 | 0.85 | 0.84 | 0.83 | 0.88 | 0.84 | 0.91 | 0.88 | 0.91 |
| Yield(%) | N/A | 0.0 | 1.6 | 2.3 | 2.1 | 2.4 | 2.8 | 3.0 | N/A | 2.5 | 2.6 | 2.1 | 2.0 | 2.2 | 2.5 | 2.6 | 2.6 | 2.6 | 2.8 | 3.1 | 3.2 | 3.3 | 3.8 | 3.4 | 4.0 | 3.9 | 3.9 | 4.0 | 3.9 | 3.9 | 5.0 | 4.8 | 4.5 | 4.8 | 4.4 | 4.5 | 4.8 | 5.1 | 5.3 | 3.9 |
| Dividend Growth(%) | N/A | -100.0 | -37.6 | -5.6 | -17.7 | -30.5 | -34.5 | N/A | N/A | 0.7 | 13.0 | 3.3 | -8.9 | -8.7 | -3.3 | 0.9 | -0.9 | -7.0 | -7.1 | -4.8 | -1.3 | -7.4 | 9.1 | -9.5 | -2.8 | -2.5 | -0.5 | 0.5 | -0.9 | -23.5 | 8.7 | 7.5 | -1.6 | 3.5 | -1.0 | -3.2 | -5.3 | 3.7 | 30.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
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