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Vanguard Muni Bond Funds
Vanguard Muni Bond Funds
live (public) 0.37% May 03
This portfolio is for tax free (exempt) investments in Vanguard brokerage. It invests in a no load no transaction fee municipal bond fund and rebalances every quarter. Please see the following newsletter for more detailed description:
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Fund1 | VWAHX (VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES) | 0.09% | 98.53% |
CASH | CASH (CASH) | 0.0% | 1.47% |
* Day change on 03/28/2024.
Performance (As of 05/03/2024)
Since 03/01/2002
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Vanguard Muni Bond Funds | 0.0% | -3.0% | -1.5% | 0.6% | 2.2% | 3.2% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.0 | -3.0 | -1.5 | 0.6 | 2.2 | 3.2 | 3.5 | 3.7 | -1.6 | -5.4 | 4.6 | 0.9 | 8.6 | 1.6 | 3.9 | 0.4 | 4.1 | 7.2 | -2.3 | 9.4 | 7.3 | 2.6 | 11.5 | 3.8 | 2.8 | 2.7 | 4.3 | 5.0 | 6.3 | 5.1 |
Sharpe Ratio | NA | -0.33 | -1.97 | -1.47 | -0.24 | 0.33 | NA | NA | 0.88 | -1.91 | -3.7 | 2.34 | 0.08 | 3.47 | 0.14 | 1.82 | 0.06 | 1.78 | 4.2 | -0.78 | 4.06 | 3.66 | 0.76 | 4.36 | 2.18 | -0.08 | -0.25 | 0.85 | 1.19 | 1.78 | 1.27 |
Draw Down(%) | NA | 1.8 | 5.3 | 8.5 | 13.3 | 13.3 | NA | NA | 13.3 | 5.8 | 7.2 | 2.3 | 13.3 | 1.6 | 2.0 | 1.4 | 6.5 | 2.4 | 1.1 | 6.8 | 1.8 | 1.4 | 6.1 | 2.9 | 1.0 | 2.2 | 1.2 | 2.5 | 4.6 | 3.9 | 4.2 |
Standard Deviation(%) | NA | 3.6 | 3.5 | 2.5 | 4.2 | 3.4 | NA | NA | 3.0 | 3.1 | 1.8 | 1.9 | 7.9 | 2.1 | 2.2 | 1.8 | 3.0 | 2.3 | 1.7 | 3.0 | 2.3 | 2.0 | 3.3 | 2.6 | 1.3 | 2.1 | 2.2 | 2.6 | 3.4 | 3.2 | 3.3 |
Treynor Ratio | NA | -0.8 | -1.9 | -16.92 | -0.3 | 0.69 | NA | NA | -11.92 | -3.3 | 56.49 | -47.46 | 0.1 | -1.52 | -15.3 | -1.41 | -0.04 | -1.06 | -1.65 | -0.66 | -1.91 | -2.76 | -1.31 | -8.17 | -21.59 | 0.1 | -1.39 | 7.04 | -2.55 | -1.69 | -1.62 |
Alpha | NA | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.02 | -0.03 | 0.02 | 0.0 | 0.03 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.04 | 0.03 | 0.01 | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 | 0.02 |
Beta | NA | 0.02 | 0.04 | 0.0 | 0.03 | 0.02 | NA | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.06 | -0.05 | 0.0 | -0.02 | -0.05 | -0.04 | -0.04 | 0.04 | -0.05 | -0.03 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | -0.03 | -0.03 |
RSquared | NA | 0.0 | 0.01 | 0.0 | 0.03 | 0.01 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.08 | 0.08 | 0.0 | 0.01 | 0.04 | 0.07 | 0.08 | 0.02 | 0.07 | 0.1 | 0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.05 |
Sortino Ratio | NA | -0.45 | -2.41 | -1.82 | -0.31 | 0.44 | NA | NA | 1.24 | -2.25 | -4.02 | 3.7 | 0.1 | 6.4 | 0.22 | 3.21 | 0.08 | 2.9 | 8.32 | -0.95 | 6.93 | 7.63 | 0.95 | 7.72 | 4.4 | -0.13 | -0.4 | 1.29 | 1.81 | 2.74 | 1.95 |
Yield(%) | N/A | 1.23 | 3.63 | 3.51 | 3.38 | 3.46 | N/A | N/A | 3.81 | 4.12 | 1.94 | 4.23 | 2.41 | 3.99 | 4.07 | 2.29 | 3.69 | 3.89 | 3.16 | 2.3 | 4.01 | 2.94 | 4.66 | 4.24 | 3.3 | 4.27 | 4.33 | 4.62 | 4.77 | 4.98 | 4.49 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2002
Strategies
Asset Strategy | Momentum Scoring Asset Strategy |