Performance Comparison
Portfolio Performance Comparison
| 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) | -1.58% | -0.07% | 2.38% | 0.51% | 2.49% | 3.30% | 3.45% | 5.37% |
Data as of 07/03/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) | 01/30/1980 | 07/03/2025 |
| 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 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -0.07 | 2.38 | 0.51 | 2.49 | 3.30 | 3.45 | 5.37 | -1.58 | 1.85 | 7.56 | -10.43 | 2.27 | 6.22 | 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 | -0.56 | -0.16 | -0.35 | 0.24 | NA | NA | 0.40 | -0.86 | -0.46 | 0.81 | -2.23 | 1.24 | 0.70 | 3.18 | -0.23 | 2.21 | 0.13 | 1.66 | 5.05 | -0.80 | 3.49 | 3.84 | 0.34 | 3.85 | -0.86 | -0.21 | 0.66 | 0.29 | 0.74 | 1.06 | 2.29 | 0.65 | 3.12 | -2.47 | 0.81 | 1.70 | 0.14 | 3.09 | -1.49 | 2.26 | 0.88 | 1.90 | -0.10 | 0.91 | 1.96 | -0.99 | 2.92 | 4.09 | 0.13 | 0.40 | 2.25 | -1.25 | -1.56 |
| Standard Deviation(%) | NA | 5.91 | 5.08 | 4.42 | 4.44 | NA | NA | 6.06 | 7.24 | 3.86 | 4.84 | 5.34 | 1.81 | 8.49 | 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 | 6.49 | 8.89 | 16.02 | 16.02 | NA | NA | 26.77 | 5.86 | 2.80 | 7.30 | 15.82 | 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 | 3.19 | 3.17 | 2.95 | 3.37 | 3.71 | 3.78 | 4.87 | 1.47 | 3.34 | 3.21 | 2.53 | 3.06 | 3.34 | 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 |
Data as of 07/03/2025, AR inception is 01/30/1980
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) |
-3.02%
Oct 2020 - Oct 2023 |
0.35%
Oct 2017 - Oct 2022 |
1.97%
Oct 2012 - Oct 2022 |
3.19%
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