Find A Portfolio/Ticker
Comparison Box
VCAIX: VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.24 0.01(0.09%) July 09
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 2.66% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
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 | 0.3 | 1.9 | 2.8 | 0.8 | 2.2 | 2.9 | 3.1 | 4.1 | 1.7 | 5.8 | -6.7 | 0.8 | 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 | -0.49 | -0.28 | -0.12 | -0.41 | 0.22 | NA | NA | 0.76 | -0.7 | 0.68 | -2.18 | 0.5 | 0.61 | 3.11 | -0.11 | 2.06 | -0.15 | 1.66 | 4.47 | -0.29 | 3.15 | 4.23 | 0.8 | 2.98 | -0.59 | -0.06 | 0.4 | -0.17 | 0.56 | 1.07 | 2.47 | 0.75 | 2.97 | -1.63 | 0.98 | 1.6 | 0.48 | 2.94 | -0.2 |
| Draw Down(%) | NA | 4.1 | 4.1 | 5.9 | 11.2 | 11.2 | NA | NA | 11.2 | 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 | 5.1 | 4.2 | 3.5 | 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 | -0.04 | -0.02 | -0.01 | -0.02 | 0.01 | NA | NA | 0.03 | -0.03 | 0.03 | -0.12 | 0.01 | 0.05 | 0.07 | 0.0 | 0.06 | -0.01 | 0.04 | 0.11 | -0.01 | 0.08 | 0.13 | 0.03 | 0.13 | -0.04 | 0.0 | 0.01 | -0.01 | 0.02 | 0.05 | 0.1 | 0.03 | 0.1 | -0.06 | 0.04 | 0.06 | 0.03 | 0.16 | -0.02 |
| 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 | 0.0 | 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 | 0.71 | 0.69 | 0.69 | 0.73 | NA | NA | 0.7 | 0.71 | 0.66 | 0.67 | 0.73 | 0.79 | 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 | 0.97 | 0.96 | 0.95 | 0.94 | 0.95 | NA | NA | 0.9 | 0.94 | 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 | 0.86 | 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 | 1.2 | 2.7 | 2.6 | 2.3 | 2.5 | 2.9 | 3.1 | N/A | 2.8 | 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 | -55.4 | -1.0 | 10.5 | -8.6 | -27.2 | -32.8 | N/A | N/A | 10.1 | 13.0 | 0.8 | -6.7 | -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
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) 0.09% (96%)
- SBDAX (STET CALIFORNIA MUNICIPAL BOND FUND STET CALIFORNIA MUNICIPAL BOND FUND - CLASS A) 0.20% (93%)
- JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) 0.0% (89%)
- PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) 0.0% (86%)
- NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND CLASS Z) 0.0% (82%)
- BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) 0.09% (79%)
- VCADX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL SHARES) 0.09% (75%)
- NCITX (NORTHERN CALIFORNIA INTERMEDIATE TAX-EXEMPT FUND NORTHERN CALIFORNIA INTERMEDIATE TAX-EXEMPT FUND) 0.10% (71%)
- CFNTX (CALIFORNIA TAX-FREE INCOME FUND CALIFORNIA TAX-FREE INCOME FUND) 0.0% (68%)
- SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) 0.0% (64%)
Best ETFs
* Day change on 07/09/2025.Latest Articles Related to VCAIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
