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VOHIX: VANGUARD OHIO LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.32 0.02(0.18%) May 02
| Asset Class: | Muni Ohio |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/12/1990 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.58% |
| Expenses | 0.13% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/12/1990 |
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 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | -2.7 | 0.9 | 1.7 | 0.5 | 2.2 | 3.1 | 3.4 | 4.8 | 2.2 | 7.0 | -11.0 | 1.4 | 6.3 | 8.1 | 0.9 | 6.3 | 1.0 | 4.3 | 11.2 | -3.2 | 7.5 | 10.1 | 1.1 | 13.1 | -2.7 | 3.3 | 4.9 | 2.6 | 4.1 | 5.3 | 10.6 | 4.7 | 12.9 | -3.0 | 6.3 | 8.5 | 4.2 | 16.9 | -5.1 | 12.5 | 8.1 | 12.0 | 5.0 |
| Sharpe Ratio | NA | -1.24 | -0.88 | -0.47 | -0.47 | 0.11 | NA | NA | 0.74 | -1.08 | 0.56 | -2.28 | 0.66 | 0.68 | 3.28 | -0.17 | 2.19 | 0.25 | 1.79 | 5.11 | -0.82 | 3.28 | 3.53 | 0.33 | 3.86 | -0.56 | 0.11 | 0.67 | 0.18 | 0.81 | 1.12 | 2.62 | 0.76 | 3.01 | -2.13 | 0.96 | 1.59 | 0.15 | 2.95 | -1.21 | 3.14 | 1.4 | 2.62 | 1.33 |
| Draw Down(%) | NA | 6.3 | 7.5 | 9.5 | 17.4 | 17.4 | NA | NA | 17.4 | 3.0 | 8.0 | 16.6 | 2.3 | 12.0 | 1.6 | 2.5 | 1.6 | 6.4 | 2.5 | 1.4 | 8.3 | 2.0 | 3.0 | 5.5 | 2.4 | 10.5 | 2.0 | 1.5 | 3.0 | 5.8 | 5.8 | 4.2 | 3.9 | 3.5 | 5.8 | 2.1 | 2.4 | 4.9 | 2.7 | 12.0 | 2.8 | 4.6 | 2.1 | 3.5 |
| Standard Deviation(%) | NA | 8.9 | 6.2 | 5.6 | 4.6 | 4.6 | NA | NA | 4.0 | 4.1 | 5.1 | 5.5 | 2.0 | 8.8 | 2.0 | 2.1 | 2.6 | 3.1 | 2.4 | 2.2 | 3.9 | 2.3 | 2.8 | 3.0 | 3.4 | 6.5 | 2.5 | 2.4 | 2.6 | 3.9 | 4.1 | 3.6 | 3.1 | 2.9 | 2.9 | 3.0 | 3.1 | 4.8 | 4.4 | 6.7 | 3.3 | 4.0 | 3.1 | 4.3 |
| Treynor Ratio | NA | -0.11 | -0.05 | -0.03 | -0.02 | 0.0 | NA | NA | 0.03 | -0.04 | 0.03 | -0.12 | 0.01 | 0.06 | 0.07 | 0.0 | 0.06 | 0.01 | 0.04 | 0.11 | -0.03 | 0.07 | 0.1 | 0.01 | 0.13 | -0.04 | 0.0 | 0.02 | 0.0 | 0.03 | 0.05 | 0.09 | 0.02 | 0.09 | -0.06 | 0.03 | 0.05 | 0.01 | 0.13 | -0.08 | 0.1 | 0.06 | 0.08 | 0.06 |
| 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.7 | 2.5 | 3.1 | 3.5 | 3.7 | N/A | 3.3 | 3.2 | 2.4 | 2.4 | 2.7 | 3.8 | 3.4 | 3.8 | 3.6 | 3.8 | 4.3 | 4.0 | 3.9 | 4.1 | 4.1 | 4.5 | 4.3 | 4.3 | 4.6 | 5.0 | 5.2 | 5.1 | 4.9 | 5.2 | 5.4 | 4.9 | 5.2 | 5.2 | 5.7 | 5.8 | 5.1 | 5.5 | 5.8 | 6.3 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | -28.9 | -13.8 | -30.1 | -23.5 | -27.3 | N/A | N/A | 8.1 | 15.8 | -1.9 | -9.9 | -25.6 | 9.5 | -7.5 | 1.1 | -4.9 | -4.3 | 0.8 | 5.4 | 0.6 | -4.2 | -0.6 | -1.4 | -0.8 | -8.4 | -8.4 | -5.9 | 3.0 | 7.9 | -5.4 | 3.5 | 1.7 | -5.2 | 2.7 | -9.8 | 9.0 | 0.8 | -0.7 | -3.5 | -3.1 | 84.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/1990
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