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VWSTX: VANGUARD SHORT-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 15.68 0(0.0%) April 26
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (95%) |
Start Date: | 01/30/1980 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.35% |
Expenses | 0.09% |
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Performance Analytics (As of 04/25/2024)
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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.1 | 3.1 | 1.0 | 1.4 | 1.1 | 1.2 | 1.6 | 3.5 | 3.9 | -0.8 | 0.2 | 1.8 | 2.4 | 1.6 | 1.0 | 0.4 | 0.4 | 0.6 | 0.5 | 1.0 | 1.6 | 0.8 | 3.1 | 3.7 | 4.2 | 3.3 | 1.7 | 1.1 | 1.6 | 3.6 | 4.8 | 4.9 | 2.3 | 4.3 | 4.1 | 3.7 | 6.0 | 1.6 | 3.9 | 4.7 | 7.2 | 6.6 | 7.0 | 5.6 | 3.4 | 7.3 | 7.0 | 6.8 | 5.1 | 10.1 | 8.3 | 5.3 |
Sharpe Ratio | NA | -2.68 | -0.54 | -1.21 | -0.17 | 0.09 | NA | NA | 0.55 | -0.34 | -2.15 | 0.35 | 0.83 | 1.57 | 0.45 | 0.67 | 0.29 | 1.02 | 1.73 | 0.85 | 2.1 | 3.06 | 1.26 | 3.65 | 2.14 | 1.13 | 0.0 | -0.67 | 0.22 | 1.13 | 2.33 | 1.85 | 0.63 | -0.79 | 0.83 | 0.46 | 0.14 | 1.63 | -0.99 | 1.42 | 1.71 | 1.94 | 0.77 | 0.74 | 0.58 | -0.34 | 1.8 | 0.93 | 0.04 | -0.58 | 0.92 | -0.67 | -1.12 |
Draw Down(%) | NA | 0.3 | 0.6 | 2.3 | 3.1 | 3.1 | NA | NA | 3.1 | 0.8 | 2.2 | 0.2 | 3.1 | 0.4 | 0.3 | 0.6 | 0.7 | 0.3 | 0.2 | 0.6 | 0.3 | 0.2 | 0.5 | 0.3 | 1.0 | 0.2 | 0.2 | 0.2 | 0.9 | 0.4 | 0.8 | 0.4 | 0.3 | 0.4 | 0.3 | 0.4 | 0.5 | 0.3 | 0.7 | 0.5 | 0.4 | 0.4 | 0.5 | 0.4 | 0.3 | 1.6 | 0.4 | 0.5 | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 |
Standard Deviation(%) | NA | 1.1 | 1.1 | 1.0 | 1.2 | 0.9 | NA | NA | 1.4 | 1.1 | 1.0 | 0.4 | 1.9 | 0.6 | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.6 | 0.8 | 1.3 | 1.1 | 1.0 | 0.8 | 0.8 | 0.8 | 1.1 | 1.3 | 1.3 | 1.2 | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | 1.4 | 1.8 | 1.8 | 1.7 | 1.6 | 1.9 | 1.7 | 1.9 | 2.1 | 1.7 | 2.9 | 2.6 | 2.0 |
Treynor Ratio | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | 0.02 | 0.0 | -0.01 | 0.03 | -0.02 | -0.02 |
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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 1.1 | 0.8 | 1.2 | 1.5 | 1.5 | 0.8 | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | 1.5 | 1.4 | 2.0 | 3.1 | 3.3 | 3.0 | 2.2 | 1.7 | 1.8 | 2.7 | 3.9 | 4.1 | 3.5 | 3.9 | 4.0 | 3.9 | 3.9 | 3.4 | 3.8 | 4.5 | 5.8 | 6.2 | 6.0 | 5.3 | 4.7 | 5.7 | 6.3 | 6.5 | 5.7 | 7.8 | 7.0 | 5.1 |
Dividend Growth(%) | N/A | -69.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 116.7 | 50.0 | -36.8 | -20.8 | 4.3 | 76.9 | 8.3 | 0.0 | 0.0 | 0.0 | -20.0 | -37.5 | 9.1 | -31.2 | -34.7 | -3.9 | 8.5 | 34.3 | 34.6 | -10.3 | -32.6 | -29.5 | -3.2 | 16.7 | -11.5 | -1.6 | 1.6 | 1.7 | 13.2 | -11.7 | -15.5 | -20.2 | -7.3 | 4.3 | 13.6 | 11.0 | -16.1 | -8.4 | -4.0 | 13.8 | -25.6 | 12.5 | 36.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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