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VWSUX: VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 15.73 0(0.0%) March 28
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (91%) |
Start Date: | 02/15/2001 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 2.68% |
Expenses | 0.09% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/15/2001 |
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 | 0.2 | 3.3 | 1.2 | 1.5 | 1.2 | 1.3 | 1.7 | 1.6 | 4.0 | -0.7 | 0.2 | 1.9 | 2.5 | 1.7 | 1.1 | 0.5 | 0.5 | 0.7 | 0.6 | 1.1 | 1.7 | 0.9 | 3.2 | 3.8 | 4.3 | 3.4 | 1.7 | 1.2 | 1.3 | 1.0 | 0.2 |
Sharpe Ratio | NA | -2.19 | -0.28 | -0.97 | -0.05 | 0.23 | NA | NA | 0.62 | -0.26 | -2.05 | 0.42 | 0.88 | 1.66 | 0.56 | 0.84 | 0.47 | 1.18 | 1.89 | 1.0 | 2.2 | 3.12 | 1.37 | 3.77 | 2.17 | 1.19 | 0.09 | -0.54 | 0.28 | 0.81 | -0.12 | -3.65 |
Draw Down(%) | NA | 0.3 | 0.6 | 2.3 | 3.1 | 3.1 | NA | NA | 3.1 | 0.8 | 2.1 | 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 | 0.9 | 0.6 |
Standard Deviation(%) | NA | 1.1 | 1.1 | 1.0 | 1.2 | 0.9 | NA | NA | 0.9 | 1.1 | 1.0 | 0.4 | 1.9 | 0.6 | 0.6 | 0.6 | 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 | 0.8 | 0.5 |
Treynor Ratio | NA | -0.02 | 0.0 | -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 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.09 |
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 | -0.01 |
Beta | NA | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | NA | NA | 0.91 | 1.01 | 1.01 | 1.02 | 1.0 | 1.03 | 1.02 | 1.03 | 1.02 | 1.02 | 1.04 | 1.02 | 1.03 | 1.03 | 1.02 | 0.97 | 1.01 | 1.02 | 0.95 | 1.03 | 1.01 | 0.93 | 0.48 | 0.21 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.89 | 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 | 0.95 | 1.0 | 1.0 | 0.86 | 1.0 | 1.0 | 0.91 | 0.47 | 0.26 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2001
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