Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCITX (VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) | -2.10% | -0.89% | 2.35% | 0.24% | 2.41% | 3.39% | 3.36% | 5.11% |
Data as of 07/11/2025, AR inception is 04/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCITX (VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 04/14/1986 | 07/11/2025 |
| 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | -0.89 | 2.35 | 0.24 | 2.41 | 3.39 | 3.36 | 5.11 | -2.10 | 2.11 | 7.52 | -10.06 | 1.87 | 5.60 | 8.56 | 0.67 | 6.82 | 0.06 | 4.39 | 11.80 | -2.53 | 8.93 | 11.49 | 1.35 | 13.20 | -6.87 | 1.57 | 5.26 | 3.78 | 4.20 | 4.81 | 9.26 | 3.37 | 15.20 | -3.11 | 6.65 | 8.93 | 4.95 | 18.57 | -5.66 | 11.44 | 7.28 | 10.98 | 6.97 | 10.49 | 12.13 | -3.83 | 10.49 |
| Sharpe Ratio | NA | -0.70 | -0.20 | -0.41 | 0.22 | NA | NA | 0.63 | -1.00 | -0.40 | 0.82 | -2.14 | 1.03 | 0.61 | 3.29 | -0.34 | 2.29 | -0.05 | 1.78 | 5.40 | -0.66 | 3.66 | 3.95 | 0.37 | 3.32 | -1.09 | -0.53 | 0.74 | 0.53 | 0.77 | 1.01 | 2.16 | 0.29 | 3.55 | -2.10 | 0.95 | 1.45 | 0.23 | 2.84 | -1.14 | 2.29 | 1.06 | 2.02 | 0.31 | 1.14 | 1.45 | -0.70 | 2.30 |
| Standard Deviation(%) | NA | 5.84 | 5.00 | 4.39 | 4.49 | NA | NA | 4.58 | 7.03 | 3.80 | 4.75 | 5.39 | 1.80 | 8.76 | 2.16 | 2.12 | 2.71 | 3.30 | 2.46 | 2.18 | 3.91 | 2.44 | 2.90 | 3.46 | 3.95 | 7.17 | 2.98 | 2.49 | 2.86 | 4.18 | 4.04 | 3.76 | 3.15 | 3.09 | 3.08 | 3.35 | 3.60 | 5.60 | 5.14 | 7.65 | 4.04 | 4.47 | 3.48 | 4.74 | 3.97 | 4.96 | 11.53 | 4.67 |
| Draw Down(%) | NA | 6.40 | 8.53 | 15.79 | 15.79 | NA | NA | 18.56 | 5.89 | 2.72 | 7.01 | 15.61 | 2.48 | 12.56 | 1.89 | 2.49 | 1.71 | 7.41 | 2.59 | 1.42 | 8.13 | 2.12 | 2.99 | 6.52 | 3.42 | 12.34 | 3.47 | 1.60 | 2.92 | 6.26 | 6.04 | 5.14 | 4.38 | 3.38 | 6.11 | 2.39 | 2.79 | 5.52 | 3.67 | 12.08 | 3.35 | 5.67 | 2.14 | 5.19 | 3.33 | 3.88 | 18.56 | 3.02 |
| Yield(%) | 0.00 | 3.07 | 3.06 | 2.83 | 3.15 | 3.60 | 3.60 | 5.30 | 1.41 | 3.26 | 3.11 | 2.33 | 2.93 | 3.27 | 3.09 | 3.24 | 3.34 | 3.33 | 3.55 | 3.92 | 3.75 | 4.02 | 4.40 | 3.98 | 4.72 | 4.34 | 4.50 | 4.53 | 4.64 | 5.00 | 5.29 | 4.81 | 4.85 | 5.43 | 4.85 | 5.96 | 5.92 | 6.05 | 5.95 | 5.35 | 5.57 | 5.95 | 6.29 | 6.48 | 6.86 | 7.27 | 6.37 | 4.68 |
Data as of 07/11/2025, AR inception is 04/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCITX (VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
-3.05%
Oct 2020 - Oct 2023 |
0.14%
Oct 2017 - Oct 2022 |
2.00%
Oct 2012 - Oct 2022 |
3.09%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCITX (VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
12.27%
Sep 1990 - Sep 1993 |
10.92%
Sep 1987 - Sep 1992 |
8.89%
Sep 1987 - Sep 1997 |
8.21%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart