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VPAIX: VANGUARD PENNSYLVANIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.65 0(0.0%) April 26
Asset Class: | Muni Pennsylvania |
MyPlanIQ Rating: | (93%) |
Start Date: | 04/14/1986 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.25% |
Expenses | 0.09% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/20/1986 |
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 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | -1.7 | 2.6 | -1.3 | 1.5 | 2.9 | 3.6 | 3.6 | 5.2 | 7.3 | -10.2 | 2.4 | 5.9 | 8.8 | 1.1 | 6.6 | 0.7 | 4.0 | 10.8 | -2.7 | 6.9 | 10.0 | 1.6 | 11.8 | -3.7 | 2.8 | 4.8 | 2.7 | 4.0 | 5.7 | 10.1 | 4.6 | 12.8 | -2.7 | 6.2 | 8.2 | 4.3 | 16.1 | -4.5 | 12.0 | 7.9 | 11.9 | 6.9 | 10.6 | 12.3 | -1.3 | 7.6 |
Sharpe Ratio | NA | -2.88 | -0.27 | -0.85 | -0.02 | 0.46 | NA | NA | 0.76 | 0.63 | -2.25 | 1.39 | 0.68 | 3.34 | -0.09 | 2.32 | 0.16 | 1.78 | 5.23 | -0.77 | 3.14 | 3.74 | 0.52 | 3.74 | -0.75 | -0.08 | 0.6 | 0.2 | 0.77 | 1.27 | 2.56 | 0.73 | 3.04 | -2.06 | 0.98 | 1.53 | 0.18 | 2.92 | -1.15 | 3.08 | 1.28 | 2.52 | 0.39 | 1.24 | 1.93 | -0.55 | 1.86 |
Draw Down(%) | NA | 2.0 | 7.0 | 15.8 | 15.8 | 15.8 | NA | NA | 15.8 | 7.5 | 15.6 | 2.1 | 11.8 | 1.8 | 2.4 | 1.6 | 6.2 | 2.4 | 1.3 | 7.7 | 1.8 | 2.6 | 5.4 | 2.7 | 10.2 | 2.4 | 1.9 | 2.9 | 5.9 | 5.4 | 4.0 | 3.8 | 3.3 | 5.3 | 1.9 | 2.2 | 4.2 | 2.6 | 10.9 | 2.4 | 4.2 | 2.1 | 4.3 | 2.5 | 2.9 | 15.7 | 3.4 |
Standard Deviation(%) | NA | 3.1 | 4.5 | 4.3 | 5.0 | 4.0 | NA | NA | 4.0 | 4.8 | 5.2 | 1.7 | 8.2 | 2.2 | 2.2 | 2.6 | 3.0 | 2.2 | 2.1 | 3.6 | 2.2 | 2.7 | 2.9 | 3.1 | 6.1 | 2.9 | 2.6 | 2.8 | 3.9 | 3.9 | 3.5 | 3.1 | 2.9 | 2.9 | 2.9 | 3.1 | 4.7 | 4.2 | 6.5 | 3.2 | 4.3 | 3.2 | 4.1 | 3.9 | 3.9 | 9.7 | 3.6 |
Treynor Ratio | NA | -0.09 | -0.01 | -0.04 | 0.0 | 0.02 | NA | NA | 0.03 | 0.03 | -0.12 | 0.02 | 0.06 | 0.07 | 0.0 | 0.06 | 0.0 | 0.04 | 0.11 | -0.03 | 0.07 | 0.1 | 0.01 | 0.12 | -0.05 | 0.0 | 0.02 | 0.01 | 0.03 | 0.05 | 0.09 | 0.02 | 0.09 | -0.06 | 0.03 | 0.05 | 0.01 | 0.12 | -0.07 | 0.1 | 0.05 | 0.08 | 0.02 | 0.05 | 0.08 | -0.05 | 0.07 |
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 | 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 | 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 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.8 | 3.4 | 3.0 | 3.3 | 3.6 | 4.0 | 3.9 | N/A | 3.4 | 3.0 | 3.2 | 3.4 | 3.4 | 3.5 | 3.7 | 4.1 | 4.2 | 4.5 | 3.9 | 3.9 | 4.4 | 4.0 | 4.7 | 4.3 | 4.4 | 4.6 | 4.4 | 4.6 | 4.8 | 5.5 | 5.4 | 5.7 | 5.2 | 6.0 | 5.4 | 5.9 | 5.8 | 5.3 | 5.6 | 6.5 | 7.0 | 6.7 | 7.0 | 7.7 | 6.7 | 4.9 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | -7.5 | -16.3 | -13.5 | -25.4 | N/A | N/A | 0.0 | -7.7 | -2.5 | 2.6 | -4.9 | -2.4 | -12.5 | -2.0 | 0.0 | 6.5 | 4.5 | -6.4 | 6.8 | -8.3 | 0.0 | -4.0 | -3.8 | 2.0 | -5.6 | -3.6 | -8.2 | 0.0 | 1.7 | 1.7 | -14.5 | 15.0 | -10.4 | 11.7 | 0.0 | 0.0 | -13.0 | -2.8 | 4.4 | -1.4 | -4.2 | 4.3 | 40.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/20/1986
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