Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
VCAIX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) | -0.26% | 0.97% | 2.39% | 0.48% | 2.06% | 2.86% | 3.12% | 4.11% |
Data as of 07/21/2025, AR inception is 03/30/1994
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VCAIX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 03/30/1994 | 07/21/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.36 | 0.97 | 2.39 | 0.48 | 2.06 | 2.86 | 3.12 | 4.11 | -0.26 | 1.66 | 5.83 | -6.68 | 0.76 | 4.52 | 6.74 | 1.19 | 4.83 | -0.17 | 3.18 | 8.01 | -0.84 | 6.64 | 10.16 | 2.29 | 9.70 | -2.13 | 3.02 | 4.25 | 1.86 | 2.89 | 4.14 | 9.36 | 4.43 | 10.95 | -0.56 | 6.05 | 7.67 | 5.43 | 13.13 | 1.82 |
Sharpe Ratio | NA | -0.57 | -0.29 | -0.51 | 0.18 | NA | NA | 0.75 | -0.78 | -0.70 | 0.68 | -2.18 | 0.50 | 0.61 | 3.11 | -0.11 | 2.06 | -0.15 | 1.66 | 4.47 | -0.29 | 3.15 | 4.23 | 0.80 | 2.98 | -0.59 | -0.06 | 0.40 | -0.17 | 0.56 | 1.07 | 2.47 | 0.75 | 2.97 | -1.63 | 0.98 | 1.60 | 0.48 | 2.94 | -0.20 |
Standard Deviation(%) | NA | 4.21 | 3.53 | 3.12 | 3.38 | NA | NA | 3.11 | 4.95 | 2.80 | 3.25 | 3.73 | 1.47 | 6.95 | 1.69 | 1.70 | 2.03 | 2.62 | 1.90 | 1.79 | 3.07 | 2.11 | 2.40 | 2.75 | 3.22 | 5.24 | 2.31 | 2.08 | 2.32 | 3.38 | 3.20 | 3.33 | 2.66 | 2.27 | 2.41 | 2.63 | 2.48 | 3.66 | 3.11 | 4.53 |
Draw Down(%) | NA | 4.13 | 5.94 | 11.21 | 11.21 | NA | NA | 11.21 | 4.13 | 2.10 | 4.91 | 10.82 | 1.93 | 10.63 | 1.56 | 1.83 | 1.60 | 5.58 | 2.10 | 1.35 | 5.85 | 1.84 | 1.96 | 5.07 | 2.84 | 8.80 | 1.76 | 1.28 | 2.45 | 5.53 | 4.80 | 4.62 | 3.45 | 2.07 | 3.07 | 1.67 | 1.69 | 3.28 | 1.74 | 4.95 |
Yield(%) | 0.00 | 2.65 | 2.59 | 2.25 | 2.48 | 2.88 | 3.10 | 4.06 | 1.24 | 2.75 | 2.57 | 2.08 | 2.04 | 2.23 | 2.54 | 2.60 | 2.63 | 2.58 | 2.78 | 3.14 | 3.17 | 3.32 | 3.80 | 3.44 | 4.01 | 3.88 | 3.94 | 3.97 | 3.87 | 3.87 | 5.02 | 4.81 | 4.46 | 4.82 | 4.42 | 4.52 | 4.81 | 5.07 | 5.27 | 3.93 |
Data as of 07/21/2025, AR inception is 03/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VCAIX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
-2.07%
Oct 2020 - Oct 2023 |
0.38%
Oct 2017 - Oct 2022 |
1.67%
Oct 2012 - Oct 2022 |
2.88%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VCAIX (VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
8.75%
May 2000 - May 2003 |
6.78%
Apr 1994 - Apr 1999 |
6.31%
Nov 1994 - Nov 2004 |
5.36%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart