Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 1.91% | 3.76% | 2.90% | 1.53% | 1.77% | 1.74% | 2.21% | 3.66% |
Data as of 07/07/2025, AR inception is 09/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 09/29/1987 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 3.76 | 2.90 | 1.53 | 1.77 | 1.74 | 2.21 | 3.66 | 1.91 | 2.64 | 4.19 | -2.97 | 0.42 | 3.31 | 3.95 | 1.55 | 2.02 | -0.14 | 1.33 | 1.80 | 0.49 | 1.77 | 3.70 | 1.79 | 5.58 | 2.91 | 4.31 | 3.34 | 1.10 | 1.53 | 2.24 | 6.30 | 5.60 | 6.35 | 1.49 | 5.13 | 5.11 | 4.09 | 8.59 | 0.08 | 6.11 | 5.90 | 8.86 | 6.97 | 7.96 | 6.34 | 3.02 |
| Sharpe Ratio | NA | 0.31 | -0.16 | -0.31 | 0.20 | NA | NA | 0.82 | 0.28 | -0.59 | 0.29 | -2.34 | 0.50 | 0.77 | 2.54 | 0.19 | 1.27 | -0.30 | 1.30 | 1.96 | 0.39 | 1.78 | 3.43 | 1.36 | 3.66 | 0.86 | 0.84 | -0.06 | -0.97 | 0.30 | 0.94 | 2.57 | 1.75 | 1.41 | -1.20 | 0.95 | 0.85 | 0.20 | 2.46 | -1.38 | 2.22 | 1.89 | 2.40 | 0.69 | 0.95 | 0.73 | 2.20 |
| Standard Deviation(%) | NA | 2.34 | 1.98 | 1.71 | 1.86 | NA | NA | 1.77 | 2.82 | 1.65 | 1.83 | 1.89 | 0.79 | 3.94 | 0.98 | 0.91 | 1.08 | 1.20 | 1.00 | 0.91 | 1.18 | 0.97 | 1.07 | 1.25 | 1.50 | 2.25 | 1.39 | 1.34 | 1.19 | 1.84 | 1.61 | 2.00 | 1.82 | 1.51 | 1.57 | 1.75 | 1.67 | 2.14 | 1.87 | 2.17 | 1.77 | 1.79 | 2.05 | 2.11 | 2.13 | 2.00 | 3.61 |
| Draw Down(%) | NA | 2.02 | 3.31 | 5.68 | 6.41 | NA | NA | 6.41 | 2.02 | 1.01 | 1.82 | 5.36 | 0.71 | 6.41 | 0.83 | 0.69 | 1.29 | 2.30 | 1.12 | 0.72 | 1.92 | 0.71 | 0.91 | 1.34 | 1.14 | 3.22 | 0.64 | 0.56 | 0.90 | 2.58 | 1.61 | 1.98 | 1.56 | 0.77 | 1.21 | 0.83 | 1.05 | 1.49 | 0.74 | 2.52 | 1.01 | 0.84 | 0.76 | 1.07 | 0.97 | 0.59 | 1.91 |
| Yield(%) | 0.00 | 2.69 | 2.43 | 1.93 | 1.81 | 1.81 | 2.16 | 3.60 | 1.24 | 2.78 | 2.34 | 1.50 | 1.22 | 1.65 | 1.90 | 1.81 | 1.55 | 1.51 | 1.50 | 1.62 | 1.65 | 1.85 | 2.21 | 2.15 | 2.73 | 3.33 | 3.48 | 3.28 | 3.01 | 2.86 | 2.58 | 3.78 | 4.40 | 4.49 | 4.23 | 4.28 | 4.43 | 4.45 | 4.68 | 4.24 | 4.40 | 4.90 | 5.79 | 6.24 | 6.42 | 6.01 | 1.99 |
Data as of 07/07/2025, AR inception is 09/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
-0.53%
Sep 2020 - Sep 2023 |
0.68%
Oct 2017 - Oct 2022 |
0.94%
Oct 2012 - Oct 2022 |
1.71%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
7.94%
Feb 1989 - Feb 1992 |
7.44%
Oct 1987 - Oct 1992 |
6.11%
Oct 1987 - Oct 1997 |
5.70%
Oct 1987 - Oct 2002 |
Annualized Rolling Returns Comparison Chart