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VMATX: VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.02 0(0.0%) May 02
Asset Class: | Muni Massachusetts |
MyPlanIQ Rating: | (97%) |
Start Date: | 12/30/1998 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.05% |
Expenses | 0.13% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -1.5 | 2.6 | -1.5 | 1.3 | 2.5 | 3.3 | 3.5 | 3.1 | 7.2 | -10.8 | 2.1 | 6.5 | 8.7 | 0.4 | 5.0 | -0.1 | 4.0 | 10.3 | -3.3 | 6.5 | 10.4 | 0.8 | 10.9 | -1.3 | 2.9 | 4.9 | 3.3 | 4.2 | 5.3 | 7.5 | -0.5 | 8.1 | -8.1 | 0.2 |
Sharpe Ratio | NA | -2.68 | -0.32 | -0.89 | -0.04 | 0.33 | NA | NA | 0.5 | 0.61 | -2.32 | 1.09 | 0.7 | 3.24 | -0.39 | 1.64 | -0.1 | 1.62 | 4.45 | -0.91 | 2.65 | 3.65 | 0.25 | 3.01 | -0.33 | -0.05 | 0.63 | 0.42 | 0.83 | 1.31 | 1.97 | -1.08 | 1.51 | -4.14 | NA |
Draw Down(%) | NA | 2.2 | 6.7 | 15.9 | 15.9 | 15.9 | NA | NA | 15.9 | 7.2 | 15.8 | 2.4 | 12.4 | 1.8 | 2.5 | 1.7 | 6.8 | 2.7 | 1.7 | 7.9 | 2.1 | 2.3 | 5.9 | 3.2 | 10.6 | 3.0 | 1.9 | 2.7 | 5.5 | 4.8 | 3.6 | 4.6 | 4.0 | 9.6 | 0.0 |
Standard Deviation(%) | NA | 3.5 | 4.6 | 4.3 | 5.3 | 4.2 | NA | NA | 3.7 | 4.8 | 5.3 | 1.9 | 8.9 | 2.2 | 2.2 | 2.7 | 3.2 | 2.4 | 2.3 | 3.7 | 2.4 | 2.8 | 3.0 | 3.6 | 6.6 | 2.9 | 2.6 | 2.8 | 3.9 | 3.5 | 3.2 | 2.7 | 2.7 | 2.7 | 0.0 |
Treynor Ratio | NA | -0.09 | -0.01 | -0.04 | 0.0 | 0.01 | NA | NA | 0.02 | 0.03 | -0.12 | 0.02 | 0.06 | 0.07 | -0.01 | 0.04 | 0.0 | 0.04 | 0.1 | -0.03 | 0.06 | 0.1 | 0.01 | 0.11 | -0.02 | 0.0 | 0.02 | 0.01 | 0.03 | 0.05 | 0.06 | -0.03 | 0.04 | -0.11 | 0.0 |
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 | NA |
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 | NA |
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 | 0.0 |
Yield(%) | N/A | 0.9 | 3.3 | 2.6 | 2.9 | 3.3 | 3.5 | 3.7 | N/A | 3.5 | 2.1 | 2.4 | 3.0 | 3.8 | 3.2 | 3.3 | 3.7 | 3.4 | 4.2 | 3.3 | 3.4 | 3.6 | 3.2 | 3.9 | 4.2 | 4.5 | 4.6 | 4.7 | 4.4 | 4.7 | 3.4 | 0.0 | 0.0 | 0.4 | 0.2 |
Dividend Growth(%) | N/A | -74.3 | 22.2 | -16.2 | -17.8 | -13.6 | N/A | N/A | N/A | 45.8 | -14.3 | -15.2 | -17.5 | 14.3 | 0.0 | -14.6 | 10.8 | -14.0 | 19.4 | 0.0 | 0.0 | 9.1 | -10.8 | -14.0 | -6.5 | -2.1 | -2.1 | 6.7 | -6.2 | 45.5 | N/A | N/A | -100.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/1999
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