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VMLTX: VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.81 0(0.0%) March 28
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (96%) |
Start Date: | 09/29/1987 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.26% |
Expenses | 0.09% |
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Performance Analytics (As of 03/25/2024)
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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.0 | 2.8 | 0.5 | 1.5 | 1.5 | 1.8 | 2.1 | 3.6 | 4.2 | -3.0 | 0.4 | 3.3 | 4.0 | 1.6 | 2.0 | -0.1 | 1.3 | 1.8 | 0.5 | 1.8 | 3.7 | 1.8 | 5.6 | 2.9 | 4.3 | 3.3 | 1.1 | 1.5 | 2.2 | 6.3 | 5.6 | 6.3 | 1.5 | 5.1 | 5.1 | 4.1 | 8.6 | 0.1 | 6.1 | 5.9 | 8.9 | 7.0 | 8.0 | 6.3 | 3.0 |
Sharpe Ratio | NA | -2.39 | -0.32 | -0.96 | -0.02 | 0.26 | NA | NA | 0.89 | -0.03 | -2.32 | 0.48 | 0.78 | 2.6 | 0.26 | 1.29 | -0.29 | 1.31 | 1.96 | 0.39 | 1.79 | 3.43 | 1.36 | 3.66 | 0.88 | 0.95 | 0.05 | -0.89 | 0.32 | 0.96 | 2.59 | 1.82 | 1.49 | -1.1 | 1.03 | 0.95 | 0.28 | 2.54 | -1.32 | 2.27 | 1.95 | 2.48 | 0.8 | 1.06 | 0.83 | 2.27 |
Draw Down(%) | NA | 0.6 | 1.8 | 5.7 | 6.4 | 6.4 | NA | NA | 6.4 | 1.8 | 5.4 | 0.7 | 6.4 | 0.8 | 0.7 | 1.3 | 2.3 | 1.1 | 0.7 | 1.9 | 0.7 | 0.9 | 1.3 | 1.1 | 3.2 | 0.6 | 0.6 | 0.9 | 2.6 | 1.6 | 2.0 | 1.6 | 0.8 | 1.2 | 0.8 | 1.1 | 1.5 | 0.7 | 2.5 | 1.0 | 0.8 | 0.8 | 1.1 | 1.0 | 0.6 | 1.9 |
Standard Deviation(%) | NA | 1.4 | 1.8 | 1.6 | 2.2 | 1.7 | NA | NA | 1.7 | 1.8 | 1.9 | 0.8 | 3.9 | 1.0 | 0.9 | 1.1 | 1.2 | 1.0 | 0.9 | 1.2 | 1.0 | 1.1 | 1.3 | 1.5 | 2.3 | 1.4 | 1.3 | 1.2 | 1.8 | 1.6 | 2.0 | 1.8 | 1.5 | 1.6 | 1.8 | 1.7 | 2.1 | 1.9 | 2.2 | 1.8 | 1.8 | 2.0 | 2.1 | 2.1 | 2.0 | 3.6 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.01 | 0.04 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.03 | 0.03 | 0.02 | -0.02 | 0.01 | 0.01 | 0.0 | 0.04 | -0.02 | 0.04 | 0.03 | 0.05 | 0.02 | 0.02 | 0.02 | 0.09 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.03 | 1.3 | 1.39 | 1.7 | 1.61 | NA | NA | 1.24 | 1.13 | 1.58 | 0.93 | 2.0 | 1.08 | 0.86 | 1.25 | 1.43 | 1.27 | 1.25 | 1.45 | 1.3 | 1.38 | 1.5 | 1.29 | 1.41 | 1.04 | 1.01 | 1.2 | 1.78 | 1.54 | 1.6 | 1.19 | 1.01 | 1.1 | 1.28 | 1.17 | 1.37 | 1.26 | 1.38 | 1.0 | 1.02 | 1.02 | 1.07 | 1.02 | 1.05 | 0.93 |
RSquared | NA | 0.66 | 0.7 | 0.67 | 0.8 | 0.71 | NA | NA | 0.66 | 0.61 | 0.73 | 0.24 | 0.93 | 0.47 | 0.35 | 0.4 | 0.41 | 0.28 | 0.25 | 0.39 | 0.37 | 0.44 | 0.5 | 0.5 | 0.68 | 0.65 | 0.54 | 0.6 | 0.63 | 0.63 | 0.72 | 0.77 | 0.76 | 0.69 | 0.78 | 0.74 | 0.71 | 0.78 | 0.71 | 0.53 | 0.61 | 0.79 | 0.82 | 0.7 | 0.75 | 0.42 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/25/1987
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