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VWITX: VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 13.43 0(0.0%) July 10
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/30/1980 |
| Last Dividend Date: | 06/30/2025 |
| 12-Mo. Yield | 2.86% |
| Expenses | 0.17% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1980 |
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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.6 | 2.0 | 2.7 | 0.9 | 2.3 | 2.8 | 3.1 | 5.2 | 1.7 | 5.8 | -6.9 | 1.1 | 5.1 | 6.8 | 1.3 | 4.5 | 0.1 | 2.9 | 7.3 | -1.6 | 5.7 | 9.6 | 1.8 | 10.2 | -0.1 | 3.4 | 4.4 | 2.2 | 3.2 | 4.4 | 7.9 | 5.1 | 9.2 | -0.5 | 5.8 | 7.1 | 4.2 | 13.7 | -2.1 | 11.6 | 8.9 | 12.2 | 7.2 | 10.0 | 10.0 | 0.9 | 16.0 | 17.4 | 9.5 | 6.4 | 31.1 | -7.4 | -10.3 |
| Sharpe Ratio | NA | -0.35 | -0.24 | -0.19 | -0.36 | 0.24 | NA | NA | 0.49 | -0.68 | 0.66 | -2.3 | 0.76 | 0.7 | 3.16 | -0.08 | 1.86 | -0.05 | 1.51 | 4.05 | -0.54 | 2.77 | 4.04 | 0.66 | 3.19 | -0.21 | 0.12 | 0.48 | -0.01 | 0.64 | 1.25 | 2.28 | 1.05 | 2.29 | -1.68 | 0.94 | 1.4 | 0.15 | 2.93 | -1.23 | 3.21 | 2.28 | 2.94 | 0.52 | 1.31 | 1.55 | -0.58 | 3.04 | 2.96 | 0.31 | 0.02 | 2.09 | -1.32 | -1.44 |
| Draw Down(%) | NA | 4.3 | 4.3 | 6.2 | 11.5 | 11.5 | NA | NA | 20.6 | 2.1 | 5.0 | 11.1 | 1.8 | 10.6 | 1.5 | 1.9 | 1.7 | 5.1 | 2.2 | 1.3 | 5.7 | 1.8 | 1.9 | 4.8 | 2.8 | 8.2 | 1.8 | 1.3 | 2.4 | 5.4 | 4.0 | 3.5 | 3.0 | 2.2 | 3.2 | 1.6 | 1.8 | 3.5 | 1.7 | 6.5 | 2.3 | 3.0 | 1.3 | 3.2 | 2.2 | 2.1 | 10.6 | 2.7 | 2.7 | 5.8 | 3.5 | 2.1 | 11.5 | 12.3 |
| Standard Deviation(%) | NA | 5.1 | 4.3 | 3.6 | 3.1 | 3.4 | NA | NA | 4.7 | 2.8 | 3.3 | 3.6 | 1.4 | 7.0 | 1.7 | 1.7 | 2.1 | 2.5 | 1.9 | 1.8 | 2.9 | 2.0 | 2.4 | 2.6 | 3.2 | 5.1 | 2.3 | 2.2 | 2.3 | 3.5 | 3.0 | 2.9 | 2.5 | 2.2 | 2.3 | 2.4 | 2.4 | 3.7 | 3.3 | 4.2 | 2.9 | 2.8 | 2.8 | 3.3 | 3.1 | 3.3 | 5.7 | 3.8 | 4.0 | 8.1 | 6.5 | 11.1 | 13.6 | 13.6 |
| Treynor Ratio | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | NA | NA | 0.02 | -0.02 | 0.02 | -0.08 | 0.01 | 0.05 | 0.05 | 0.0 | 0.04 | 0.0 | 0.03 | 0.07 | -0.02 | 0.06 | 0.1 | 0.02 | 0.1 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.04 | 0.07 | 0.03 | 0.05 | -0.04 | 0.02 | 0.03 | 0.01 | 0.1 | -0.05 | 0.09 | 0.06 | 0.08 | 0.02 | 0.04 | 0.05 | -0.03 | 0.12 | 0.12 | 0.02 | 0.0 | 0.23 | -0.18 | -0.2 |
| 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 | 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 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.6 | 3.1 | 2.9 | 2.5 | 2.7 | 2.9 | 3.2 | N/A | 3.0 | 2.8 | 2.2 | 2.2 | 2.4 | 2.7 | 2.8 | 2.8 | 2.7 | 2.9 | 3.2 | 3.0 | 3.1 | 3.7 | 3.4 | 4.0 | 4.0 | 4.1 | 4.2 | 4.0 | 4.0 | 4.1 | 4.8 | 5.0 | 5.1 | 4.8 | 5.2 | 5.5 | 5.0 | 5.6 | 6.3 | 6.0 | 6.8 | 7.1 | 7.5 | 7.7 | 7.0 | 6.7 | 7.7 | 8.6 | 8.7 | 8.1 | 10.0 | 8.4 | 6.2 |
| Dividend Growth(%) | N/A | -47.3 | 8.6 | 15.9 | -5.7 | -23.6 | -33.6 | -41.9 | N/A | 9.9 | 14.5 | 0.6 | -6.4 | -8.0 | -3.9 | 1.1 | -1.0 | -5.3 | -5.3 | -0.7 | -0.5 | -10.9 | 9.5 | -11.4 | -4.9 | -2.0 | -2.2 | 1.8 | -0.9 | -0.2 | -12.5 | -4.8 | 2.8 | 0.2 | -6.9 | -3.7 | 7.5 | -2.5 | -18.5 | 9.2 | -9.4 | -0.7 | -5.3 | -0.2 | 12.8 | -2.3 | -5.8 | -3.8 | -0.1 | 5.6 | -3.1 | 0.1 | 13.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1980
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See Muni National Interm Asset Class Trend Rankings |
Top Rated Funds in Muni National Interm
Best Mutual Funds
- VWITX (VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) 0.0% (97%)
- VWAHX (VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES) 0.0% (97%)
- BMBIX (BAIRD QUALITY INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) 0.0% (96%)
- SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 0.0% (95%)
- OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) 0.0% (95%)
- JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) 0.0% (94%)
- STTBX (RIDGEWORTH SEIX INVESTMENT GRADE TAX-EXEMPT BOND FUND I SHARES) 0.0% (93%)
- SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 0.0% (92%)
- SCMTX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND CLASS S) 0.0% (92%)
- AXBIX (INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) 0.0% (91%)
Best ETFs
- MUB (iShares National Muni Bond ETF) 0.0% (99%)
- ITM (VanEck Intermediate Muni ETF) 0.04% (98%)
- MUNI (PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund) 0.04% (25%)
- VTEB (Vanguard Tax-Exempt Bond ETF) 0.02% (2%)
Best Closed End Funds
- KSM (DWS Strategic Municipal Income Trust) (100%)
- NIM (Nuveen Select Maturities Municipal Fund) 0.11% (99%)
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