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VNJUX: VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 11.2 0(0.0%) April 26
Asset Class: | Muni New Jersey |
MyPlanIQ Rating: | (87%) |
Start Date: | 05/16/2001 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.33% |
Expenses | 0.09% |
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Performance Analytics (As of 04/26/2024)
Last 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(%) | -0.4 | -1.9 | 2.5 | -1.0 | 1.9 | 3.1 | 3.8 | 3.3 | 3.0 | 8.1 | -10.2 | 3.2 | 6.1 | 9.1 | 1.6 | 8.5 | 0.9 | 2.8 | 10.0 | -2.4 | 7.2 | 10.1 | 1.0 | 11.9 | -3.0 | 2.9 | 5.3 | -2.2 | -1.3 | -0.1 | 4.4 | -0.2 |
Sharpe Ratio | NA | -2.83 | -0.28 | -0.75 | 0.06 | 0.5 | NA | NA | 0.52 | 0.8 | -2.18 | 1.74 | 0.66 | 3.53 | 0.13 | 2.9 | 0.22 | 1.11 | 4.42 | -0.67 | 3.03 | 3.85 | 0.32 | 3.31 | -0.64 | -0.02 | 0.74 | -1.59 | -0.6 | -0.2 | 1.06 | -0.89 |
Draw Down(%) | NA | 2.2 | 6.9 | 15.6 | 15.6 | 15.6 | NA | NA | 15.6 | 7.2 | 15.5 | 2.4 | 13.1 | 1.7 | 2.3 | 1.5 | 6.6 | 3.8 | 1.7 | 7.4 | 2.0 | 2.4 | 5.7 | 2.7 | 10.2 | 2.9 | 2.0 | 4.2 | 6.7 | 6.7 | 4.3 | 4.0 |
Standard Deviation(%) | NA | 3.3 | 4.6 | 4.4 | 5.3 | 4.2 | NA | NA | 3.8 | 4.9 | 5.3 | 1.8 | 8.8 | 2.2 | 2.3 | 2.7 | 3.2 | 2.5 | 2.3 | 3.7 | 2.4 | 2.6 | 2.9 | 3.5 | 6.1 | 3.1 | 2.8 | 2.7 | 3.8 | 3.8 | 3.1 | 2.5 |
Treynor Ratio | NA | -0.09 | -0.01 | -0.03 | 0.0 | 0.02 | NA | NA | 0.02 | 0.04 | -0.12 | 0.03 | 0.06 | 0.08 | 0.0 | 0.08 | 0.01 | 0.03 | 0.1 | -0.02 | 0.07 | 0.1 | 0.01 | 0.12 | -0.04 | 0.0 | 0.02 | -0.05 | -0.03 | -0.01 | 0.04 | -0.03 |
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 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.97 | 1.0 | 1.0 | 1.01 | 1.0 | 1.01 | 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 | 0.81 | 0.85 | 0.89 | 0.83 | 0.71 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.97 | 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 | 0.79 | 0.84 | 0.86 | 0.83 | 0.76 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 2.8 | 3.5 | 3.7 | 3.9 | 4.2 | 4.6 | 4.8 | 4.0 | 4.6 | 4.0 | 4.0 | 4.2 | 3.8 | 4.4 | 4.1 | 4.0 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | -18.2 | -4.3 | 0.0 | -9.8 | -5.6 | -6.9 | 18.4 | -7.5 | 8.2 | 2.1 | 0.0 | 9.1 | -8.3 | 0.0 | 0.0 | -9.4 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2001
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