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VWSUX: VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 15.72 0.01(0.06%) April 25
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (91%) |
Start Date: | 02/15/2001 |
Last Dividend Date: | 12/31/2024 |
12-Mo. Yield | 2.51% |
Expenses | 0.09% |
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Performance Analytics (As of 04/25/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/15/2001 |
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 | -0.3 | 2.8 | 2.7 | 1.7 | 1.4 | 1.3 | 1.8 | 1.6 | 3.2 | 3.9 | -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 | -2.49 | -2.65 | -1.41 | -0.95 | -0.25 | NA | NA | 0.39 | -2.78 | -0.28 | -2.05 | 0.44 | 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 | 1.0 | 1.0 | 1.4 | 2.3 | 3.1 | NA | NA | 3.1 | 0.5 | 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 | 1.5 | 1.3 | 1.2 | 1.0 | 1.0 | NA | NA | 0.9 | 1.2 | 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 | -0.04 | -0.04 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.03 | 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 | 0.0 | -0.01 |
Beta | NA | 1.0 | 1.01 | 1.01 | 1.01 | 1.01 | NA | NA | 0.91 | 1.01 | 1.01 | 1.01 | 1.03 | 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 | 0.96 | 0.98 | 0.98 | 0.99 | NA | NA | 0.9 | 0.95 | 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 |
Yield(%) | N/A | 0.0 | 2.5 | 2.3 | 1.7 | 1.5 | 1.3 | 1.7 | N/A | 3.3 | 2.5 | 1.2 | 0.7 | 1.3 | 1.7 | 1.5 | 1.2 | 1.0 | 0.8 | 0.8 | 0.9 | 1.1 | 1.3 | 1.3 | 2.1 | 3.3 | 3.5 | 3.0 | 2.4 | 1.9 | 1.7 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -9.2 | 103.7 | 34.4 | -22.9 | N/A | N/A | N/A | 31.2 | 105.2 | 84.6 | -48.3 | -24.0 | 10.2 | 31.5 | 19.3 | 24.4 | -1.6 | -15.5 | -17.8 | -12.2 | 0.5 | -38.7 | -34.7 | -6.4 | 15.5 | 28.3 | 21.5 | 16.1 | 560.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2001
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