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VWLTX: VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.71 0.04(0.37%) April 25
Asset Class: | Muni National Long |
MyPlanIQ Rating: | (73%) |
Start Date: | 01/30/1980 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.09% |
Expenses | 0.17% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1986 |
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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | -1.8 | 2.7 | -1.3 | 1.6 | 2.8 | 3.8 | 3.7 | 5.0 | 7.6 | -10.4 | 2.3 | 6.2 | 8.5 | 0.9 | 6.4 | 0.6 | 4.0 | 11.1 | -2.9 | 8.1 | 10.7 | 1.2 | 14.1 | -4.9 | 2.5 | 5.2 | 3.1 | 4.1 | 5.2 | 10.0 | 4.5 | 13.3 | -3.9 | 6.0 | 9.3 | 4.4 | 18.7 | -7.2 | 11.4 | 6.5 | 11.5 | 5.0 | 9.8 | 12.3 | -4.2 | 17.4 | 20.8 | 8.6 | 9.5 | 38.5 | -11.2 | -16.0 |
Sharpe Ratio | NA | -2.39 | -0.04 | -0.78 | 0.03 | 0.45 | NA | NA | 0.43 | 0.69 | -2.22 | 1.24 | 0.71 | 3.21 | -0.19 | 2.22 | 0.13 | 1.66 | 5.05 | -0.79 | 3.49 | 3.84 | 0.34 | 3.85 | -0.85 | -0.15 | 0.72 | 0.32 | 0.75 | 1.07 | 2.3 | 0.69 | 3.16 | -2.42 | 0.86 | 1.75 | 0.17 | 3.12 | -1.48 | 2.28 | 0.9 | 1.94 | -0.05 | 0.96 | 2.02 | -0.97 | 2.96 | 4.16 | 0.16 | 0.43 | 2.28 | -1.22 | -1.54 |
Draw Down(%) | NA | 1.7 | 6.9 | 16.0 | 16.0 | 16.0 | NA | NA | 26.8 | 7.3 | 15.8 | 2.4 | 12.3 | 1.8 | 2.4 | 1.6 | 6.5 | 2.6 | 1.5 | 7.9 | 2.0 | 2.8 | 5.8 | 3.0 | 11.8 | 2.9 | 1.7 | 3.0 | 6.6 | 6.5 | 4.9 | 4.4 | 3.2 | 6.7 | 2.1 | 2.4 | 4.9 | 2.9 | 11.9 | 3.0 | 5.4 | 3.0 | 4.9 | 3.2 | 3.2 | 14.6 | 3.9 | 2.5 | 8.7 | 3.9 | 2.5 | 14.6 | 16.9 |
Standard Deviation(%) | NA | 3.4 | 4.6 | 4.4 | 5.2 | 4.1 | NA | NA | 6.1 | 4.8 | 5.3 | 1.8 | 8.4 | 2.2 | 2.1 | 2.6 | 3.1 | 2.4 | 2.2 | 3.7 | 2.3 | 2.8 | 3.1 | 3.6 | 6.8 | 3.0 | 2.7 | 2.8 | 4.3 | 4.2 | 3.9 | 3.3 | 2.9 | 3.0 | 3.1 | 3.3 | 5.3 | 4.8 | 6.9 | 4.1 | 4.5 | 4.0 | 4.6 | 4.2 | 3.7 | 8.5 | 4.4 | 3.7 | 11.3 | 7.9 | 13.6 | 17.3 | 16.4 |
Treynor Ratio | NA | -0.08 | 0.0 | -0.03 | 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 | 0.08 | 0.11 | 0.01 | 0.14 | -0.06 | 0.0 | 0.02 | 0.01 | 0.03 | 0.05 | 0.09 | 0.02 | 0.09 | -0.07 | 0.03 | 0.06 | 0.01 | 0.15 | -0.1 | 0.09 | 0.04 | 0.08 | 0.0 | 0.04 | 0.08 | -0.08 | 0.13 | 0.16 | 0.02 | 0.03 | 0.31 | -0.21 | -0.25 |
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 |
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 |
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 |
Yield(%) | N/A | 0.8 | 3.3 | 3.0 | 3.3 | 3.6 | 4.1 | 4.0 | N/A | 3.4 | 2.8 | 3.4 | 3.5 | 3.6 | 3.2 | 3.5 | 4.0 | 4.2 | 4.6 | 4.0 | 4.2 | 4.5 | 4.0 | 4.8 | 4.3 | 4.2 | 4.3 | 4.5 | 4.2 | 4.2 | 5.2 | 5.5 | 5.8 | 4.8 | 6.2 | 6.0 | 5.6 | 6.1 | 5.3 | 5.6 | 6.6 | 7.0 | 6.8 | 7.1 | 7.3 | 6.9 | 8.2 | 9.1 | 9.0 | 9.0 | 11.4 | 9.4 | 7.0 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | -7.5 | -12.2 | -13.4 | -22.4 | N/A | N/A | 5.9 | -17.1 | -2.4 | 2.4 | 10.8 | -7.5 | -14.9 | -4.1 | -3.9 | 8.5 | -2.1 | 0.0 | 9.1 | -8.3 | 0.0 | 0.0 | 0.0 | -7.7 | 8.3 | 0.0 | -15.8 | -6.6 | 1.7 | 11.1 | -22.9 | 7.7 | 4.8 | 3.3 | 0.0 | 0.0 | -15.5 | -1.4 | 0.0 | -1.4 | 1.4 | -6.5 | -8.3 | 0.0 | 0.0 | 0.0 | -1.2 | -3.4 | 4.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1986
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