Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMATX (VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES) | -2.81% | -1.81% | 1.53% | -0.22% | 1.98% | 2.75% | 3.14% | 3.09% |
Data as of 07/25/2025, AR inception is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMATX (VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES) | 12/30/1998 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | -1.81 | 1.53 | -0.22 | 1.98 | 2.75 | 3.14 | 3.09 | -2.81 | 1.94 | 7.20 | -10.78 | 2.06 | 6.47 | 8.67 | 0.45 | 4.98 | -0.12 | 3.95 | 10.29 | -3.31 | 6.46 | 10.41 | 0.83 | 10.90 | -1.25 | 2.85 | 4.88 | 3.35 | 4.18 | 5.28 | 7.49 | -0.51 | 8.11 | -8.11 | 0.23 |
| Sharpe Ratio | NA | -0.81 | -0.36 | -0.51 | 0.12 | NA | NA | 0.42 | -1.11 | -0.42 | 0.74 | -2.33 | 1.08 | 0.69 | 3.21 | -0.42 | 1.63 | -0.10 | 1.62 | 4.45 | -0.91 | 2.65 | 3.65 | 0.25 | 3.01 | -0.34 | -0.10 | 0.57 | 0.39 | 0.82 | 1.30 | 1.96 | -1.13 | 1.47 | -4.19 | NA |
| Standard Deviation(%) | NA | 6.16 | 5.18 | 4.49 | 4.57 | NA | NA | 3.86 | 7.19 | 3.96 | 4.83 | 5.26 | 1.88 | 8.96 | 2.24 | 2.22 | 2.67 | 3.16 | 2.42 | 2.31 | 3.69 | 2.43 | 2.84 | 2.99 | 3.58 | 6.59 | 2.94 | 2.59 | 2.79 | 3.88 | 3.51 | 3.24 | 2.67 | 2.65 | 2.74 | 0.00 |
| Draw Down(%) | NA | 6.75 | 8.77 | 15.91 | 15.91 | NA | NA | 15.91 | 6.10 | 2.90 | 7.24 | 15.84 | 2.43 | 12.41 | 1.77 | 2.51 | 1.65 | 6.83 | 2.74 | 1.65 | 7.94 | 2.07 | 2.31 | 5.89 | 3.15 | 10.65 | 2.97 | 1.90 | 2.67 | 5.52 | 4.77 | 3.57 | 4.61 | 3.95 | 9.64 | 0.00 |
| Yield(%) | 0.00 | 3.17 | 3.10 | 2.81 | 3.09 | 3.31 | 3.50 | 3.34 | 1.47 | 3.35 | 3.18 | 2.34 | 2.64 | 3.31 | 3.57 | 2.98 | 3.02 | 3.42 | 3.23 | 4.01 | 3.13 | 3.29 | 3.67 | 3.44 | 4.16 | 4.09 | 4.13 | 4.17 | 4.26 | 4.17 | 4.49 | 3.23 | 0.00 | 0.00 | 0.35 | 0.23 |
Data as of 07/25/2025, AR inception is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMATX (VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES) |
-3.26%
Oct 2020 - Oct 2023 |
0.29%
Oct 2017 - Oct 2022 |
1.58%
Oct 2012 - Oct 2022 |
2.87%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMATX (VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES) |
7.44%
Aug 2013 - Aug 2016 |
6.32%
Feb 2008 - Feb 2013 |
5.13%
Nov 2002 - Nov 2012 |
4.82%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart