Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTES (Vanguard Short-Term Tax Exempt Bond ETF) | 1.74% | 3.25% | NA | NA | NA | NA | NA | 3.47% |
Data as of 07/11/2025, AR inception is 03/09/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTES (Vanguard Short-Term Tax Exempt Bond ETF) | 03/09/2023 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 3.25 | NA | NA | NA | NA | NA | 3.47 | 1.74 | 1.85 | 3.32 |
| Sharpe Ratio | NA | 0.03 | NA | NA | NA | NA | NA | -0.30 | 0.14 | -3.18 | 0.17 |
| Standard Deviation(%) | NA | 2.00 | NA | NA | NA | NA | NA | 1.86 | 2.28 | 1.49 | 1.99 |
| Draw Down(%) | NA | 1.59 | NA | NA | NA | NA | NA | 2.42 | 1.59 | 1.04 | 2.42 |
| Yield(%) | 0.00 | 2.43 | 2.00 | 1.20 | 0.60 | 0.40 | 0.30 | 2.99 | 0.93 | 2.97 | 2.06 |
Data as of 07/11/2025, AR inception is 03/09/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTES (Vanguard Short-Term Tax Exempt Bond ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTES (Vanguard Short-Term Tax Exempt Bond ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart