Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) | -2.46% | 1.71% | 1.89% | 1.23% | 2.82% | 3.30% | 3.31% | 2.87% |
Data as of 05/30/2025, AR inception is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) | 05/16/2001 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.71 | 1.89 | 1.23 | 2.82 | 3.30 | 3.31 | 2.87 | -2.46 | 1.89 | 8.09 | -10.24 | 2.55 | 5.28 | 9.07 | 1.60 | 8.49 | 0.91 | 2.77 | 10.00 | -2.40 | 7.19 | 10.05 | 1.02 | 11.85 | -2.96 | 2.94 | 5.33 | -2.15 | -1.31 | -0.08 | 4.43 | -0.17 |
| Sharpe Ratio | NA | -0.53 | -0.34 | -0.24 | 0.28 | NA | NA | 0.42 | -1.54 | -1.25 | 0.80 | -2.19 | 1.32 | 0.57 | 3.53 | 0.13 | 2.90 | 0.22 | 1.11 | 4.42 | -0.67 | 3.03 | 3.85 | 0.32 | 3.31 | -0.64 | -0.02 | 0.74 | -1.59 | -0.60 | -0.20 | 1.06 | -0.89 |
| Standard Deviation(%) | NA | 5.79 | 5.22 | 4.39 | 4.52 | NA | NA | 3.89 | 7.61 | 3.77 | 4.87 | 5.34 | 1.92 | 8.86 | 2.17 | 2.25 | 2.72 | 3.25 | 2.48 | 2.26 | 3.65 | 2.38 | 2.60 | 2.92 | 3.55 | 6.05 | 3.11 | 2.80 | 2.72 | 3.77 | 3.78 | 3.12 | 2.45 |
| Draw Down(%) | NA | 7.41 | 8.62 | 16.13 | 16.13 | NA | NA | 16.13 | 6.20 | 2.73 | 7.23 | 15.51 | 2.40 | 13.14 | 1.74 | 2.33 | 1.49 | 6.56 | 3.77 | 1.72 | 7.45 | 1.99 | 2.39 | 5.70 | 2.75 | 10.20 | 2.91 | 2.01 | 4.24 | 6.71 | 6.73 | 4.32 | 4.03 |
| Yield(%) | 0.00 | 3.56 | 3.34 | 3.04 | 3.60 | 3.77 | 3.67 | 3.14 | 1.17 | 3.43 | 3.45 | 2.80 | 2.76 | 3.07 | 4.06 | 3.92 | 4.31 | 4.45 | 3.74 | 4.27 | 3.79 | 3.77 | 4.24 | 3.84 | 4.48 | 4.28 | 4.37 | 4.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/30/2025, AR inception is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) |
-2.63%
Oct 2020 - Oct 2023 |
-0.08%
Jun 2001 - Jun 2006 |
2.08%
Jun 2001 - Jun 2011 |
2.90%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) |
7.54%
Dec 2008 - Dec 2011 |
6.39%
Feb 2008 - Feb 2013 |
5.44%
Jan 2011 - Jan 2021 |
4.84%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart