Find A Portfolio/Ticker
Comparison Box
VWIUX: VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 13.29 0.01(0.08%) April 17
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/12/2001 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.36% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/12/2001 |
2024 | 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(%) | 0.1 | -2.1 | 0.6 | 1.8 | 0.9 | 2.0 | 2.8 | 3.2 | 3.0 | 1.8 | 5.9 | -6.8 | 1.1 | 5.2 | 6.9 | 1.3 | 4.6 | 0.2 | 3.0 | 7.3 | -1.5 | 5.8 | 9.7 | 1.9 | 10.3 | -0.1 | 3.5 | 4.5 | 2.3 | 3.3 | 2.7 | 2.9 | -0.9 |
| Sharpe Ratio | NA | -1.56 | -1.36 | -0.69 | -0.55 | 0.08 | NA | NA | 0.55 | -1.68 | 0.5 | -2.27 | 0.73 | 0.72 | 3.23 | 0.01 | 1.91 | 0.0 | 1.55 | 4.07 | -0.51 | 2.8 | 4.05 | 0.69 | 3.22 | -0.19 | 0.23 | 0.57 | 0.07 | 0.67 | 0.72 | 0.72 | -1.63 |
| Draw Down(%) | NA | 4.5 | 4.9 | 6.1 | 11.5 | 11.5 | NA | NA | 11.5 | 2.1 | 5.0 | 11.1 | 1.8 | 10.6 | 1.5 | 1.9 | 1.7 | 5.0 | 2.1 | 1.3 | 5.6 | 1.8 | 1.9 | 4.8 | 2.8 | 8.2 | 1.8 | 1.3 | 2.4 | 5.4 | 4.0 | 3.7 | 3.4 |
| Standard Deviation(%) | NA | 6.3 | 4.2 | 3.7 | 3.1 | 3.4 | NA | NA | 3.1 | 2.8 | 3.3 | 3.6 | 1.4 | 7.0 | 1.7 | 1.7 | 2.1 | 2.5 | 1.9 | 1.8 | 3.0 | 2.1 | 2.4 | 2.6 | 3.2 | 5.1 | 2.3 | 2.2 | 2.3 | 3.5 | 2.8 | 2.5 | 2.0 |
| Treynor Ratio | NA | -0.1 | -0.06 | -0.03 | -0.02 | 0.0 | NA | NA | 0.02 | -0.05 | 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 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.05 |
| 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 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 1.01 | 1.0 | 1.0 | 1.01 | 1.0 | 1.01 | 1.01 | 1.01 | 1.0 | 1.01 | 1.01 | 1.0 | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 1.01 | 1.0 | 1.0 | 0.92 | 0.76 | 0.63 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 0.99 | 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 | 0.94 | 0.79 | 0.62 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.6 | 2.4 | 2.6 | 3.0 | 3.3 | N/A | 3.1 | 2.9 | 2.3 | 2.1 | 2.5 | 2.8 | 2.8 | 2.9 | 2.8 | 3.0 | 3.3 | 3.1 | 3.2 | 3.8 | 3.4 | 4.1 | 4.1 | 4.2 | 4.3 | 4.1 | 4.1 | 2.4 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -18.6 | 1.9 | -14.1 | -25.9 | N/A | N/A | N/A | 9.9 | 14.7 | 5.0 | -10.9 | -7.6 | -3.8 | 0.4 | -1.5 | -4.2 | -4.9 | -0.7 | -0.7 | -10.3 | 9.3 | -11.5 | -4.1 | -2.3 | -1.9 | 1.4 | 0.2 | 70.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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) 0.08% (97%)
- VWAHX (VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES) 0.10% (97%)
- BMBIX (BAIRD QUALITY INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL) 0.0% (96%)
- SFBDX (STATE FARM MUNICIPAL BOND FUND STATE FARM MUNICIPAL BOND FUND) 0.13% (95%)
- OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) 0.09% (95%)
- JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) 0.10% (94%)
- STTBX (RIDGEWORTH SEIX INVESTMENT GRADE TAX-EXEMPT BOND FUND I SHARES) 0.09% (93%)
- SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 0.09% (92%)
- SCMTX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND CLASS S) 0.09% (92%)
- AXBIX (INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) 0.10% (91%)
Best ETFs
- MUB (iShares National Muni Bond ETF) 0.06% (99%)
- ITM (VanEck Intermediate Muni ETF) 0.0% (98%)
- MUNI (PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund) 0.06% (25%)
- VTEB (Vanguard Tax-Exempt Bond ETF) 0.12% (2%)
Best Closed End Funds
- KSM (DWS Strategic Municipal Income Trust) (100%)
- NIM (Nuveen Select Maturities Municipal Fund) 0.22% (99%)
Latest Articles Related to VWIUX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
