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VWALX: VANGUARD HIGH-YIELD TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 10.54 0(0.0%) April 18
Asset Class: | Muni National Interm |
MyPlanIQ Rating: | (69%) |
Start Date: | 11/14/2001 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.59% |
Expenses | 0.09% |
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Performance Analytics (As of 04/12/2024)
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.7 | 4.6 | -0.9 | 2.0 | 3.4 | 4.6 | 4.1 | 3.8 | 8.5 | -11.7 | 3.9 | 5.5 | 9.3 | 1.4 | 7.9 | 0.9 | 4.2 | 11.7 | -3.2 | 9.5 | 11.1 | 2.2 | 20.2 | -10.4 | 1.7 | 5.6 | 4.4 | 5.1 | 4.2 | 1.8 | -2.6 |
Sharpe Ratio | NA | -1.24 | -0.09 | -0.61 | 0.1 | 0.57 | NA | NA | 0.74 | 0.84 | -2.36 | 2.13 | 0.6 | 3.58 | 0.03 | 2.98 | 0.25 | 1.86 | 5.78 | -0.87 | 4.11 | 3.95 | 0.66 | 5.34 | -1.67 | -0.49 | 1.03 | 0.88 | 1.21 | 1.19 | 0.26 | -6.9 |
Draw Down(%) | NA | 1.5 | 7.1 | 17.2 | 17.2 | 17.2 | NA | NA | 17.2 | 7.1 | 17.1 | 2.3 | 13.3 | 1.6 | 1.9 | 1.4 | 6.5 | 2.3 | 1.1 | 8.1 | 1.8 | 2.8 | 6.1 | 2.9 | 15.2 | 3.1 | 1.2 | 2.5 | 4.6 | 3.9 | 4.4 | 3.1 |
Standard Deviation(%) | NA | 3.8 | 4.9 | 4.6 | 5.4 | 4.2 | NA | NA | 3.8 | 5.0 | 5.6 | 1.8 | 8.7 | 2.2 | 2.1 | 2.5 | 3.0 | 2.3 | 2.0 | 3.7 | 2.3 | 2.8 | 3.3 | 3.8 | 6.8 | 2.7 | 2.3 | 2.6 | 3.4 | 3.0 | 2.7 | 3.0 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.02 | 0.0 | 0.02 | NA | NA | 0.02 | 0.03 | -0.09 | 0.03 | 0.04 | 0.07 | 0.0 | 0.07 | 0.01 | 0.04 | 0.12 | -0.03 | 0.09 | 0.1 | 0.02 | 0.18 | -0.09 | -0.01 | 0.02 | 0.02 | 0.04 | 0.04 | 0.01 | -0.3 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.04 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | -0.04 |
Beta | NA | 1.46 | 1.49 | 1.47 | 1.31 | 1.27 | NA | NA | 1.17 | 1.48 | 1.49 | 1.19 | 1.23 | 1.19 | 1.18 | 1.09 | 1.14 | 1.12 | 1.01 | 1.2 | 1.05 | 1.07 | 1.14 | 1.1 | 1.25 | 1.12 | 0.98 | 1.05 | 0.94 | 0.92 | 0.76 | 0.68 |
RSquared | NA | 0.92 | 0.94 | 0.93 | 0.94 | 0.93 | NA | NA | 0.88 | 0.94 | 0.94 | 0.84 | 0.97 | 0.84 | 0.83 | 0.87 | 0.91 | 0.86 | 0.8 | 0.93 | 0.88 | 0.83 | 0.84 | 0.85 | 0.9 | 0.86 | 0.89 | 0.9 | 0.93 | 0.85 | 0.7 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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