Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) | -2.77% | -1.10% | 2.60% | 0.58% | 2.28% | 3.18% | 3.36% | 5.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 01/30/1980 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/30/1980.
AR inception is since 01/30/1980.
| 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -1.10 | 2.60 | 0.58 | 2.28 | 3.18 | 3.36 | 5.31 | -2.77 | 1.54 | 7.56 | -10.43 | 1.74 | 5.73 | 8.49 | 0.90 | 6.44 | 0.62 | 3.99 | 11.07 | -2.94 | 8.09 | 10.68 | 1.16 | 14.09 | -4.87 | 2.54 | 5.17 | 3.07 | 4.13 | 5.21 | 9.98 | 4.55 | 13.33 | -3.94 | 6.02 | 9.30 | 4.42 | 18.71 | -7.22 | 11.41 | 6.47 | 11.48 | 5.03 | 9.79 | 12.25 | -4.24 | 17.37 | 20.76 | 8.55 | 9.51 | 38.55 | -11.15 | -16.00 |
| Sharpe Ratio | NA | -1.25 | -0.34 | -0.47 | 0.13 | NA | NA | 0.40 | -1.26 | -1.31 | 0.69 | -2.22 | 0.91 | 0.64 | 3.21 | -0.19 | 2.22 | 0.13 | 1.66 | 5.05 | -0.79 | 3.49 | 3.84 | 0.34 | 3.85 | -0.85 | -0.15 | 0.72 | 0.32 | 0.75 | 1.07 | 2.30 | 0.69 | 3.16 | -2.42 | 0.86 | 1.75 | 0.17 | 3.12 | -1.48 | 2.28 | 0.90 | 1.94 | -0.05 | 0.96 | 2.02 | -0.97 | 2.96 | 4.16 | 0.16 | 0.43 | 2.28 | -1.22 | -1.54 |
| Standard Deviation(%) | NA | 5.93 | 5.35 | 4.41 | 4.44 | NA | NA | 6.06 | 8.12 | 3.84 | 4.84 | 5.34 | 1.88 | 8.51 | 2.20 | 2.13 | 2.63 | 3.12 | 2.38 | 2.19 | 3.74 | 2.32 | 2.77 | 3.13 | 3.63 | 6.77 | 2.97 | 2.66 | 2.79 | 4.27 | 4.24 | 3.87 | 3.27 | 2.92 | 2.96 | 3.14 | 3.29 | 5.33 | 4.77 | 6.89 | 4.07 | 4.50 | 3.96 | 4.64 | 4.24 | 3.73 | 8.53 | 4.43 | 3.74 | 11.32 | 7.90 | 13.58 | 17.27 | 16.44 |
| Draw Down(%) | NA | 7.58 | 8.89 | 16.46 | 16.46 | NA | NA | 26.77 | 6.14 | 2.80 | 7.30 | 15.83 | 2.35 | 12.33 | 1.82 | 2.43 | 1.62 | 6.53 | 2.59 | 1.47 | 7.88 | 2.00 | 2.81 | 5.81 | 3.02 | 11.84 | 2.91 | 1.69 | 3.02 | 6.57 | 6.48 | 4.86 | 4.41 | 3.16 | 6.69 | 2.12 | 2.41 | 4.86 | 2.94 | 11.87 | 3.00 | 5.44 | 3.04 | 4.94 | 3.21 | 3.21 | 14.57 | 3.86 | 2.48 | 8.68 | 3.94 | 2.48 | 14.56 | 16.91 |
| Yield(%) | 0.00 | 1.99 | 2.78 | 2.59 | 3.16 | 3.57 | 3.68 | 4.81 | 0.00 | 3.05 | 3.21 | 2.53 | 2.53 | 2.86 | 3.73 | 3.41 | 3.80 | 3.84 | 3.80 | 4.29 | 3.80 | 3.85 | 4.34 | 3.97 | 4.82 | 4.46 | 4.49 | 4.59 | 4.83 | 4.53 | 4.58 | 5.22 | 5.30 | 5.56 | 4.61 | 6.13 | 5.94 | 5.49 | 6.06 | 5.44 | 5.81 | 6.37 | 7.12 | 6.87 | 7.40 | 7.49 | 7.02 | 8.18 | 9.22 | 9.28 | 9.04 | 11.59 | 9.52 | 7.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
-3.34%
Oct 2020 - Oct 2023 |
0.16%
Oct 2017 - Oct 2022 |
1.87%
Oct 2012 - Oct 2022 |
3.12%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) |
19.33%
Jan 1982 - Jan 1985 |
18.61%
Jan 1982 - Jan 1987 |
12.43%
Dec 1981 - Dec 1991 |
10.38%
Dec 1981 - Dec 1996 |
Annualized Rolling Returns Comparison Chart