VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX)

Basic Info 10.13 0(0.0%)

VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES started on 12/30/1998
VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES is classified as asset class Muni Massachusetts
VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES expense ratio is 0.13%
VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES rating is
(97%)

VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) Dividend Info

VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) dividend growth in the last 12 months is 14.46%

The trailing 12-month yield of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES is 3.20%. its dividend history:

DateDividend
04/30/2024 0.0289
03/28/2024 0.0282
02/29/2024 0.0281
01/31/2024 0.0269
12/29/2023 0.0275
11/30/2023 0.0273
10/31/2023 0.0267
09/29/2023 0.0266
08/31/2023 0.0262
07/31/2023 0.0258
06/30/2023 0.026
05/31/2023 0.0256
04/28/2023 0.0257
03/31/2023 0.0255
02/28/2023 0.0263
01/31/2023 0.0248
12/30/2022 0.025
11/30/2022 0.0242
10/31/2022 0.0236
09/30/2022 0.0227
08/31/2022 0.022
07/29/2022 0.021
06/30/2022 0.0211
05/31/2022 0.021
04/29/2022 0.0217
03/31/2022 0.0212
02/28/2022 0.022
01/31/2022 0.0203
12/31/2021 0.0206
12/29/2021 0.0449
11/30/2021 0.0212
10/29/2021 0.021
09/30/2021 0.0214
08/31/2021 0.0211
07/30/2021 0.0211
06/30/2021 0.0215
05/28/2021 0.0212
04/30/2021 0.0216
03/31/2021 0.0213
02/26/2021 0.0229
01/29/2021 0.0219
12/31/2020 0.023
12/29/2020 0.0863
11/30/2020 0.0234
10/30/2020 0.0232
09/30/2020 0.0234
08/31/2020 0.023
07/31/2020 0.0236
06/30/2020 0.0233
05/29/2020 0.0242
04/30/2020 0.0237
03/31/2020 0.025
02/28/2020 0.023
01/31/2020 0.0243
12/31/2019 0.025
12/27/2019 0.0653
11/29/2019 0.0244
10/31/2019 0.0252
09/30/2019 0.0247
08/30/2019 0.0259
07/31/2019 0.0263
06/28/2019 0.026
05/31/2019 0.027
04/30/2019 0.0267
03/29/2019 0.0278
02/28/2019 0.0253
01/31/2019 0.0281
12/31/2018 0.0281
11/30/2018 0.0269
10/31/2018 0.0278
09/28/2018 0.0267
08/31/2018 0.0275
07/31/2018 0.0273
06/29/2018 0.0266
05/31/2018 0.0276
04/30/2018 0.0265
03/29/2018 0.0272
02/28/2018 0.0242
01/31/2018 0.0269
12/29/2017 0.0276
12/13/2017 0.0003
11/30/2017 0.0259
10/31/2017 0.0266
09/29/2017 0.0254
08/31/2017 0.0264
07/31/2017 0.0268
06/30/2017 0.0264
05/31/2017 0.0273
04/28/2017 0.0263
03/31/2017 0.027
02/28/2017 0.025
01/31/2017 0.027
12/30/2016 0.027
12/23/2016 0.053
11/30/2016 0.026
10/31/2016 0.027
09/30/2016 0.026
08/31/2016 0.027
07/29/2016 0.027
06/30/2016 0.026
05/31/2016 0.027
04/29/2016 0.027
03/31/2016 0.028
02/29/2016 0.026
01/29/2016 0.028
12/31/2015 0.028
12/24/2015 0.017
11/30/2015 0.027
10/30/2015 0.028
09/30/2015 0.028
08/31/2015 0.029
07/31/2015 0.029
06/30/2015 0.028
05/29/2015 0.028
04/30/2015 0.028
03/31/2015 0.028
02/27/2015 0.025
01/30/2015 0.028
12/31/2014 0.028
12/26/2014 0.067
11/28/2014 0.028
10/31/2014 0.028
09/30/2014 0.027
08/29/2014 0.029
07/31/2014 0.029
06/30/2014 0.029
05/30/2014 0.029
04/30/2014 0.029
03/31/2014 0.03
02/28/2014 0.027
01/31/2014 0.03
12/31/2013 0.03
11/29/2013 0.029
10/31/2013 0.029
09/30/2013 0.028
08/30/2013 0.029
07/31/2013 0.029
06/28/2013 0.028
05/31/2013 0.028
04/30/2013 0.028
03/28/2013 0.029
02/28/2013 0.026
01/31/2013 0.029
12/31/2012 0.028
11/30/2012 0.028
10/31/2012 0.028
09/28/2012 0.028
08/31/2012 0.029
07/31/2012 0.03
06/29/2012 0.029
05/31/2012 0.03
04/30/2012 0.029
03/30/2012 0.03
02/29/2012 0.028
01/31/2012 0.03
12/30/2011 0.03
11/30/2011 0.029
10/31/2011 0.031
09/30/2011 0.03
08/31/2011 0.031
07/29/2011 0.031
06/30/2011 0.03
05/31/2011 0.031
04/29/2011 0.031
03/31/2011 0.031
02/28/2011 0.028
01/31/2011 0.032
12/31/2010 0.031
11/30/2010 0.03
10/29/2010 0.031
09/30/2010 0.031
08/31/2010 0.031
07/30/2010 0.032
06/30/2010 0.032
05/28/2010 0.034
03/31/2010 0.034
02/26/2010 0.031
01/29/2010 0.034
12/31/2009 0.033
11/30/2009 0.032
10/30/2009 0.033
09/30/2009 0.032
08/31/2009 0.034
07/31/2009 0.034
06/30/2009 0.033
05/29/2009 0.035
04/30/2009 0.034
03/31/2009 0.034
02/27/2009 0.031
01/30/2009 0.034
12/31/2008 0.035
11/28/2008 0.034
10/31/2008 0.035
09/30/2008 0.034
08/29/2008 0.035
07/31/2008 0.035
06/30/2008 0.034
05/30/2008 0.035
04/30/2008 0.034
03/31/2008 0.036
02/29/2008 0.033
01/31/2008 0.035
12/31/2007 0.035
11/30/2007 0.034
10/31/2007 0.036
09/28/2007 0.035
08/31/2007 0.036
07/31/2007 0.036
06/29/2007 0.035
05/31/2007 0.036
04/30/2007 0.035
03/30/2007 0.036
02/28/2007 0.033
01/31/2007 0.037
12/29/2006 0.036
11/30/2006 0.035
10/31/2006 0.036
09/29/2006 0.035
08/31/2006 0.036
07/31/2006 0.036
06/30/2006 0.035
05/31/2006 0.036
04/28/2006 0.035
03/31/2006 0.036
02/28/2006 0.033
01/31/2006 0.036
12/30/2005 0.036
12/29/2005 0.008
11/30/2005 0.035
10/31/2005 0.036
09/30/2005 0.035
08/31/2005 0.036
07/29/2005 0.035
06/30/2005 0.034
05/31/2005 0.036
04/29/2005 0.035
03/31/2005 0.035
02/28/2005 0.042
01/31/2005 0.035
12/31/2004 0.035
11/30/2004 0.034
10/29/2004 0.035
09/30/2004 0.034
08/31/2004 0.035
07/30/2004 0.035
06/30/2004 0.034
05/28/2004 0.036
04/30/2004 0.035
03/31/2004 0.036
02/27/2004 0.044
01/30/2004 0.036
12/31/2003 0.036
11/28/2003 0.034
10/31/2003 0.035
09/30/2003 0.035
08/29/2003 0.037
07/31/2003 0.038
06/30/2003 0.037
05/30/2003 0.038
04/30/2003 0.038
03/31/2003 0.039
02/28/2003 0.043
01/31/2003 0.048
12/31/2002 0.039
11/29/2002 0.046
09/30/2002 0.038
08/30/2002 0.039
07/31/2002 0.04
06/28/2002 0.039
03/28/2002 0.04
02/28/2002 0.036
01/29/1999 0.035
12/31/1998 0.023

Dividend Growth History for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.314 3.17% 18.13% -
2022 $0.2658 2.34% -11.90% 18.13%
2021 $0.3017 2.64% -18.33% 2.02%
2020 $0.3694 3.32% -2.20% -5.27%
2019 $0.3777 3.57% 16.83% -4.51%
2018 $0.3233 2.98% 1.67% -0.58%
2017 $0.318 3.02% -15.20% -0.21%
2016 $0.375 3.42% 6.84% -2.50%
2015 $0.351 3.23% -14.39% -1.38%
2014 $0.41 4.01% 19.88% -2.92%
2013 $0.342 3.13% -1.44% -0.85%
2012 $0.347 3.29% -4.93% -0.90%
2011 $0.365 3.67% 3.99% -1.25%
2010 $0.351 3.44% -12.03% -0.85%
2009 $0.399 4.16% -3.86% -1.70%
2008 $0.415 4.09% -2.12% -1.84%
2007 $0.424 4.13% -0.24% -1.86%
2006 $0.425 4.17% -2.97% -1.76%
2005 $0.438 4.26% 2.10% -1.83%
2004 $0.429 4.17% -6.33% -1.63%
2003 $0.458 4.49% 44.48% -1.87%
2002 $0.317 3.23% - -0.05%
1999 $0.035 0.35% 52.17% 9.57%
1998 $0.023 0.23% - 11.02%

Dividend Growth Chart for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX)

VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) Historical Returns And Risk Info

From 02/11/1999 to 05/14/2024, the compound annualized total return (dividend reinvested) of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 3.174%. Its cumulative total return (dividend reinvested) is 119.85%.

From 02/11/1999 to 05/14/2024, the Maximum Drawdown of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 15.9%.

From 02/11/1999 to 05/14/2024, the Sharpe Ratio of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 0.51.

From 02/11/1999 to 05/14/2024, the Annualized Standard Deviation of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 3.7%.

From 02/11/1999 to 05/14/2024, the Beta of VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 1.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
02/11/1999		 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
Annualized Return(%) 0.6 -0.3 3.5 -1.2 1.5 2.5 3.3 3.6 3.2 7.2 -10.8 2.1 6.5 8.7 0.4 5.0 -0.1 4.0 10.3 -3.3 6.5 10.4 0.8 10.9 -1.3 2.9 4.9 3.3 4.2 5.3 7.5 -0.5 8.1 -8.1 0.2
Sharpe Ratio NA -1.27 -0.06 -0.8 -0.02 0.35 NA NA 0.51 0.61 -2.32 1.09 0.7 3.24 -0.39 1.64 -0.1 1.62 4.45 -0.91 2.65 3.65 0.25 3.01 -0.33 -0.05 0.63 0.42 0.83 1.31 1.97 -1.08 1.51 -4.14 NA
Draw Down(%) NA 2.2 6.7 15.9 15.9 15.9 NA NA 15.9 7.2 15.8 2.4 12.4 1.8 2.5 1.7 6.8 2.7 1.7 7.9 2.1 2.3 5.9 3.2 10.6 3.0 1.9 2.7 5.5 4.8 3.6 4.6 4.0 9.6 0.0
Standard Deviation(%) NA 3.5 4.6 4.4 5.3 4.2 NA NA 3.7 4.8 5.3 1.9 8.9 2.2 2.2 2.7 3.2 2.4 2.3 3.7 2.4 2.8 3.0 3.6 6.6 2.9 2.6 2.8 3.9 3.5 3.2 2.7 2.7 2.7 0.0
Treynor Ratio NA -0.04 0.0 -0.03 0.0 0.01 NA NA 0.02 0.03 -0.12 0.02 0.06 0.07 -0.01 0.04 0.0 0.04 0.1 -0.03 0.06 0.1 0.01 0.11 -0.02 0.0 0.02 0.01 0.03 0.05 0.06 -0.03 0.04 -0.11 0.0
Alpha NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 NA
Beta NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 NA
RSquare NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.0
Yield(%) N/A 1.2 3.2 2.6 3.0 3.2 3.4 3.7 N/A 3.5 2.1 2.4 3.0 3.8 3.2 3.3 3.7 3.4 4.2 3.3 3.4 3.6 3.2 3.9 4.2 4.5 4.6 4.7 4.4 4.7 3.4 0.0 0.0 0.4 0.2
Dividend Growth(%) N/A -65.7 14.4 -14.0 -7.7 -12.8 N/A N/A N/A 45.8 -14.3 -15.2 -17.5 14.3 0.0 -14.6 10.8 -14.0 19.4 0.0 0.0 9.1 -10.8 -14.0 -6.5 -2.1 -2.1 6.7 -6.2 45.5 N/A N/A -100.0 100.0 N/A

Return Calculator for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX)

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VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) Historical Return Chart

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VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/11/1999 to 05/14/2024, the worst annualized return of 3-year rolling returns for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is -3.44%.
From 02/11/1999 to 05/14/2024, the worst annualized return of 5-year rolling returns for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 0.5%.
From 02/11/1999 to 05/14/2024, the worst annualized return of 10-year rolling returns for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 1.63%.
From 02/11/1999 to 05/14/2024, the worst annualized return of 20-year rolling returns for VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (VMATX) is 3.48%.

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