VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX)

Basic Info 13.59 0.01(0.07%)
May 15

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES started on 01/30/1980
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES is classified as asset class Muni National Interm
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES expense ratio is 0.17%
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES rating is
(97%)

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) Dividend Info

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) dividend growth in the last 12 months is 12.22%

The trailing 12-month yield of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES is 2.84%. its dividend history:

DateDividend
04/30/2024 0.0338
03/28/2024 0.0332
02/29/2024 0.0337
01/31/2024 0.0324
12/29/2023 0.0325
11/30/2023 0.0326
10/31/2023 0.0321
09/29/2023 0.0319
08/31/2023 0.0311
07/31/2023 0.0308
06/30/2023 0.0314
05/31/2023 0.0302
04/28/2023 0.0303
03/31/2023 0.0299
02/28/2023 0.031
01/31/2023 0.0289
12/30/2022 0.0292
11/30/2022 0.029
10/31/2022 0.0285
09/30/2022 0.0283
08/31/2022 0.0276
07/29/2022 0.027
06/30/2022 0.0275
05/31/2022 0.0265
04/29/2022 0.0263
03/31/2022 0.0249
02/28/2022 0.0262
01/31/2022 0.0238
12/31/2021 0.0242
12/29/2021 0.0168
11/30/2021 0.0249
10/29/2021 0.0245
09/30/2021 0.0251
08/31/2021 0.0245
07/30/2021 0.0247
06/30/2021 0.0257
05/28/2021 0.0254
04/30/2021 0.0261
03/31/2021 0.0256
02/26/2021 0.0276
01/29/2021 0.0263
12/31/2020 0.027
11/30/2020 0.028
10/30/2020 0.0276
09/30/2020 0.0281
08/31/2020 0.0277
07/31/2020 0.0288
06/30/2020 0.0286
05/29/2020 0.0296
04/30/2020 0.0289
03/31/2020 0.031
02/28/2020 0.028
01/31/2020 0.03
12/31/2019 0.0305
11/29/2019 0.0296
10/31/2019 0.0309
09/30/2019 0.0301
08/30/2019 0.0312
07/31/2019 0.0315
06/28/2019 0.031
05/31/2019 0.0325
04/30/2019 0.0317
03/29/2019 0.0328
02/28/2019 0.0298
01/31/2019 0.0334
12/31/2018 0.0337
11/30/2018 0.0324
10/31/2018 0.0327
09/28/2018 0.0329
08/31/2018 0.0333
07/31/2018 0.0331
06/29/2018 0.0323
05/31/2018 0.0328
04/30/2018 0.032
03/29/2018 0.0328
02/28/2018 0.0295
01/31/2018 0.0327
12/29/2017 0.0338
11/30/2017 0.0314
10/31/2017 0.0322
09/29/2017 0.0312
08/31/2017 0.0323
07/31/2017 0.0325
06/30/2017 0.0317
05/31/2017 0.0329
04/28/2017 0.032
03/31/2017 0.033
02/28/2017 0.03
01/31/2017 0.033
12/30/2016 0.033
11/30/2016 0.031
10/31/2016 0.033
09/30/2016 0.031
08/31/2016 0.032
07/29/2016 0.033
06/30/2016 0.032
05/31/2016 0.033
04/29/2016 0.032
03/31/2016 0.034
02/29/2016 0.032
01/29/2016 0.034
12/31/2015 0.034
11/30/2015 0.033
10/30/2015 0.033
09/30/2015 0.034
08/31/2015 0.035
07/31/2015 0.035
06/30/2015 0.034
05/29/2015 0.036
04/30/2015 0.034
03/31/2015 0.036
02/27/2015 0.032
01/30/2015 0.036
12/31/2014 0.036
11/28/2014 0.034
10/31/2014 0.036
09/30/2014 0.034
08/29/2014 0.036
07/31/2014 0.036
06/30/2014 0.036
05/30/2014 0.038
04/30/2014 0.037
03/31/2014 0.038
02/28/2014 0.035
01/31/2014 0.039
12/31/2013 0.039
11/29/2013 0.038
10/31/2013 0.039
09/30/2013 0.037
08/30/2013 0.038
07/31/2013 0.037
06/28/2013 0.035
05/31/2013 0.036
04/30/2013 0.035
03/28/2013 0.036
02/28/2013 0.032
01/31/2013 0.036
12/31/2012 0.036
11/30/2012 0.035
10/31/2012 0.036
09/28/2012 0.035
08/31/2012 0.037
07/31/2012 0.037
06/29/2012 0.036
05/31/2012 0.038
04/30/2012 0.037
03/30/2012 0.038
02/29/2012 0.036
01/31/2012 0.039
12/30/2011 0.04
11/30/2011 0.039
10/31/2011 0.041
09/30/2011 0.04
08/31/2011 0.042
07/29/2011 0.042
06/30/2011 0.041
05/31/2011 0.042
04/29/2011 0.042
03/31/2011 0.043
02/28/2011 0.039
01/31/2011 0.043
12/31/2010 0.042
11/30/2010 0.039
10/29/2010 0.041
09/30/2010 0.04
08/31/2010 0.041
07/30/2010 0.042
06/30/2010 0.041
05/28/2010 0.042
03/31/2010 0.042
02/26/2010 0.038
01/29/2010 0.043
12/31/2009 0.043
11/30/2009 0.041
10/30/2009 0.042
09/30/2009 0.041
08/31/2009 0.043
07/31/2009 0.043
06/30/2009 0.042
05/29/2009 0.044
04/30/2009 0.042
03/31/2009 0.044
02/27/2009 0.04
01/30/2009 0.044
12/31/2008 0.045
11/28/2008 0.043
10/31/2008 0.046
09/30/2008 0.044
08/29/2008 0.044
07/31/2008 0.045
06/30/2008 0.044
05/30/2008 0.045
04/30/2008 0.044
03/31/2008 0.046
02/29/2008 0.043
01/31/2008 0.046
12/31/2007 0.046
11/30/2007 0.044
10/31/2007 0.047
09/28/2007 0.045
08/31/2007 0.046
07/31/2007 0.046
06/29/2007 0.045
05/31/2007 0.046
04/30/2007 0.045
03/30/2007 0.047
02/28/2007 0.042
01/31/2007 0.047
12/29/2006 0.047
11/30/2006 0.046
10/31/2006 0.047
09/29/2006 0.046
08/31/2006 0.047
07/31/2006 0.047
06/30/2006 0.046
05/31/2006 0.048
04/28/2006 0.046
03/31/2006 0.047
02/28/2006 0.043
01/31/2006 0.048
12/30/2005 0.047
11/30/2005 0.045
10/31/2005 0.046
09/30/2005 0.045
08/31/2005 0.046
07/29/2005 0.046
06/30/2005 0.046
05/31/2005 0.047
04/29/2005 0.045
03/31/2005 0.046
02/28/2005 0.042
01/31/2005 0.047
12/31/2004 0.047
11/30/2004 0.045
10/29/2004 0.047
09/30/2004 0.045
08/31/2004 0.047
07/30/2004 0.047
06/30/2004 0.045
05/28/2004 0.047
04/30/2004 0.045
03/31/2004 0.047
02/27/2004 0.044
01/30/2004 0.047
12/31/2003 0.047
11/28/2003 0.045
10/31/2003 0.046
09/30/2003 0.045
08/29/2003 0.047
07/31/2003 0.047
06/30/2003 0.046
05/30/2003 0.047
04/30/2003 0.046
03/31/2003 0.048
02/28/2003 0.044
01/31/2003 0.046
12/31/2002 0.09
11/29/2002 0.044
10/31/2002 0.05
09/30/2002 0.048
08/30/2002 0.05
07/31/2002 0.051
06/28/2002 0.049
05/31/2002 0.05
04/30/2002 0.049
03/28/2002 0.052
02/28/2002 0.047
01/31/2002 0.053
12/31/2001 0.084
11/30/2001 0.05
10/31/2001 0.052
09/28/2001 0.051
08/31/2001 0.053
07/31/2001 0.054
06/29/2001 0.053
05/31/2001 0.055
04/30/2001 0.053
03/30/2001 0.055
02/28/2001 0.05
01/31/2001 0.055
12/29/2000 0.055
11/30/2000 0.053
10/31/2000 0.055
09/29/2000 0.053
08/31/2000 0.054
07/31/2000 0.054
06/30/2000 0.053
05/31/2000 0.055
04/28/2000 0.053
03/31/2000 0.055
02/29/2000 0.052
01/31/2000 0.055
12/31/1999 0.055
11/30/1999 0.053
10/29/1999 0.054
09/30/1999 0.053
08/31/1999 0.055
07/30/1999 0.055
06/30/1999 0.053
05/28/1999 0.055
04/30/1999 0.053
03/31/1999 0.055
02/26/1999 0.05
01/29/1999 0.055
12/31/1998 0.091
11/30/1998 0.054
10/30/1998 0.055
09/30/1998 0.054
08/31/1998 0.056
07/31/1998 0.056
06/30/1998 0.054
05/29/1998 0.056
04/30/1998 0.055
03/31/1998 0.056
02/27/1998 0.051
01/30/1998 0.056
12/31/1997 0.109
11/28/1997 0.055
10/31/1997 0.056
09/30/1997 0.055
08/29/1997 0.056
07/31/1997 0.057
06/30/1997 0.055
05/30/1997 0.058
04/30/1997 0.056
03/31/1997 0.056
02/28/1997 0.051
01/31/1997 0.057
12/31/1996 0.061
11/29/1996 0.055
10/31/1996 0.056
09/30/1996 0.054
08/30/1996 0.056
07/31/1996 0.056
06/28/1996 0.055
05/31/1996 0.057
04/30/1996 0.055
03/29/1996 0.056
02/29/1996 0.053
01/31/1996 0.057
12/29/1995 0.067
11/30/1995 0.056
10/31/1995 0.057
09/29/1995 0.055
08/31/1995 0.057
07/31/1995 0.057
06/30/1995 0.055
05/31/1995 0.058
04/28/1995 0.056
03/31/1995 0.058
02/28/1995 0.053
01/31/1995 0.059
12/30/1994 0.218
11/30/1994 0.057
10/31/1994 0.059
09/30/1994 0.057
08/31/1994 0.057
07/29/1994 0.057
06/30/1994 0.056
05/31/1994 0.057
04/29/1994 0.057
03/31/1994 0.057
02/28/1994 0.056
01/31/1994 0.056
12/31/1993 0.133
11/30/1993 0.057
10/29/1993 0.057
09/30/1993 0.058
08/31/1993 0.058
07/30/1993 0.058
06/30/1993 0.059
05/28/1993 0.059
04/30/1993 0.059
03/31/1993 0.058
02/26/1993 0.058
01/29/1993 0.059
12/31/1992 0.06
11/30/1992 0.182
10/30/1992 0.061
09/30/1992 0.061
08/31/1992 0.062
07/31/1992 0.061
06/30/1992 0.06
05/29/1992 0.061
04/30/1992 0.061
03/31/1992 0.06
02/28/1992 0.062
01/31/1992 0.062
12/31/1991 0.064
11/29/1991 0.141
10/31/1991 0.066
09/30/1991 0.065
08/30/1991 0.065
07/31/1991 0.066
06/28/1991 0.065
05/31/1991 0.065
04/30/1991 0.065
03/28/1991 0.066
02/28/1991 0.065
01/31/1991 0.066
12/31/1990 0.067
11/30/1990 0.066
11/27/1990 0.095
10/31/1990 0.067
09/28/1990 0.067
08/31/1990 0.068
07/31/1990 0.068
06/29/1990 0.068
05/31/1990 0.068
04/30/1990 0.068
03/30/1990 0.068
02/28/1990 0.068
01/31/1990 0.069
12/29/1989 0.069
11/30/1989 0.069
11/21/1989 0.066
10/31/1989 0.07
09/29/1989 0.07
08/31/1989 0.072
07/31/1989 0.072
06/30/1989 0.071
05/31/1989 0.07
04/28/1989 0.07
03/31/1989 0.07
02/28/1989 0.07
01/31/1989 0.07
12/30/1988 0.07
11/30/1988 0.069
10/31/1988 0.068
09/30/1988 0.068
08/31/1988 0.068
07/29/1988 0.068
06/30/1988 0.067
05/31/1988 0.066
04/29/1988 0.066
03/31/1988 0.066
02/29/1988 0.065
01/29/1988 0.065
12/31/1987 0.067
11/30/1987 0.068
10/30/1987 0.068
09/30/1987 0.068
08/31/1987 0.068
07/31/1987 0.068
06/30/1987 0.068
05/29/1987 0.071
04/30/1987 0.071
03/31/1987 0.07
02/27/1987 0.069
01/30/1987 0.069
12/31/1986 0.07
11/28/1986 0.07
10/31/1986 0.07
09/30/1986 0.072
08/29/1986 0.074
07/31/1986 0.073
06/30/1986 0.073
05/30/1986 0.073
04/30/1986 0.073
03/31/1986 0.075
02/28/1986 0.076
01/31/1986 0.077
12/31/1985 0.075
11/29/1985 0.074
10/31/1985 0.075
09/30/1985 0.077
08/30/1985 0.074
07/31/1985 0.075
06/28/1985 0.075
05/31/1985 0.076
04/30/1985 0.077
03/29/1985 0.077
02/28/1985 0.078
01/31/1985 0.078
12/31/1984 0.077
11/30/1984 0.077
10/31/1984 0.077
09/28/1984 0.078
08/31/1984 0.078
07/31/1984 0.078
06/29/1984 0.077
05/31/1984 0.075
04/30/1984 0.074
03/30/1984 0.073
02/29/1984 0.073
01/31/1984 0.075
12/30/1983 0.072
11/30/1983 0.072
10/31/1983 0.072
09/30/1983 0.072
08/31/1983 0.072
07/29/1983 0.072
06/30/1983 0.072
05/31/1983 0.072
04/29/1983 0.072
03/31/1983 0.072
02/28/1983 0.072
01/31/1983 0.072
12/31/1982 0.072
11/30/1982 0.073
10/29/1982 0.072
09/30/1982 0.076
08/31/1982 0.078
07/30/1982 0.077
06/30/1982 0.076
05/28/1982 0.075
04/30/1982 0.072
03/31/1982 0.072
02/26/1982 0.074
01/29/1982 0.075
12/31/1981 0.076
11/30/1981 0.075
10/30/1981 0.077
09/30/1981 0.078
08/31/1981 0.077
07/31/1981 0.075
06/30/1981 0.073
05/29/1981 0.074
04/30/1981 0.073
03/31/1981 0.071
02/27/1981 0.072
01/30/1981 0.07
12/31/1980 0.071
11/28/1980 0.068
10/31/1980 0.068
09/30/1980 0.069
08/29/1980 0.068
07/31/1980 0.063
06/30/1980 0.062
05/30/1980 0.06
04/30/1980 0.063
03/31/1980 0.064
02/29/1980 0.064
01/31/1980 0.062

Dividend Growth History for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3727 2.78% 14.75% -
2022 $0.3248 2.21% 1.06% 14.75%
2021 $0.3214 2.16% -6.38% 7.69%
2020 $0.3433 2.37% -8.45% 2.78%
2019 $0.375 2.69% -3.90% -0.15%
2018 $0.3902 2.76% 1.09% -0.91%
2017 $0.386 2.78% -1.03% -0.58%
2016 $0.39 2.73% -5.34% -0.65%
2015 $0.412 2.88% -5.29% -1.25%
2014 $0.435 3.17% -0.68% -1.70%
2013 $0.438 3.05% -0.45% -1.60%
2012 $0.44 3.14% -10.93% -1.50%
2011 $0.494 3.72% 9.53% -2.32%
2010 $0.451 3.35% -11.39% -1.46%
2009 $0.509 4.00% -4.86% -2.20%
2008 $0.535 4.03% -2.01% -2.38%
2007 $0.546 4.09% -2.15% -2.36%
2006 $0.558 4.18% 1.82% -2.35%
2005 $0.548 4.04% -0.90% -2.12%
2004 $0.553 4.04% -0.18% -2.06%
2003 $0.554 4.06% -12.48% -1.96%
2002 $0.633 4.77% -4.81% -2.49%
2001 $0.665 5.00% 2.78% -2.60%
2000 $0.647 5.08% 0.15% -2.37%
1999 $0.646 4.80% -6.92% -2.27%
1998 $0.694 5.17% -3.74% -2.46%
1997 $0.721 5.47% 7.45% -2.51%
1996 $0.671 5.03% -2.47% -2.15%
1995 $0.688 5.57% -18.48% -2.17%
1994 $0.844 6.26% 9.18% -2.78%
1993 $0.773 6.02% -9.38% -2.40%
1992 $0.853 6.75% -0.70% -2.64%
1991 $0.859 7.12% -5.29% -2.58%
1990 $0.907 7.49% -0.22% -2.66%
1989 $0.909 7.66% 12.78% -2.59%
1988 $0.806 6.97% -2.30% -2.18%
1987 $0.825 6.71% -5.82% -2.18%
1986 $0.876 7.65% -3.84% -2.28%
1985 $0.911 8.63% -0.11% -2.32%
1984 $0.912 8.69% 5.56% -2.27%
1983 $0.864 8.08% -3.14% -2.08%
1982 $0.892 9.99% 0.11% -2.11%
1981 $0.891 8.44% 13.94% -2.05%
1980 $0.782 6.21% - -1.71%

Dividend Growth Chart for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX)

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) Historical Returns And Risk Info

From 12/26/1979 to 05/15/2024, the compound annualized total return (dividend reinvested) of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 5.308%. Its cumulative total return (dividend reinvested) is 888.97%.

From 12/26/1979 to 05/15/2024, the Maximum Drawdown of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 20.6%.

From 12/26/1979 to 05/15/2024, the Sharpe Ratio of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 0.53.

From 12/26/1979 to 05/15/2024, the Annualized Standard Deviation of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 4.7%.

From 12/26/1979 to 05/15/2024, the Beta of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 1.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception** 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(%) 0.3 -0.3 2.8 -0.4 1.5 2.3 3.1 3.4 5.3 5.8 -6.9 1.1 5.1 6.8 1.3 4.5 0.1 2.9 7.3 -1.6 5.7 9.6 1.8 10.2 -0.1 3.4 4.4 2.2 3.2 4.4 7.9 5.1 9.2 -0.5 5.8 7.1 4.2 13.7 -2.1 11.6 8.9 12.2 7.2 10.0 10.0 0.9 16.0 17.4 9.5 6.4 31.1 -7.4 -10.3
Sharpe Ratio NA -1.91 -0.31 -0.9 -0.02 0.38 NA NA 0.53 0.48 -2.29 0.76 0.7 3.2 -0.04 1.88 -0.05 1.52 4.05 -0.54 2.77 4.04 0.66 3.19 -0.2 0.19 0.54 0.03 0.66 1.26 2.29 1.1 2.35 -1.62 1.0 1.46 0.19 2.97 -1.2 3.24 2.31 3.0 0.59 1.39 1.62 -0.55 3.09 3.03 0.35 0.06 2.12 -1.28 -1.41
Draw Down(%) NA 1.6 4.4 11.5 11.5 11.5 NA NA 20.6 5.0 11.1 1.8 10.6 1.5 1.9 1.7 5.1 2.2 1.3 5.7 1.8 1.9 4.8 2.8 8.2 1.8 1.3 2.4 5.4 4.0 3.5 3.0 2.2 3.2 1.6 1.8 3.5 1.7 6.5 2.3 3.0 1.3 3.2 2.2 2.1 10.6 2.7 2.7 5.8 3.5 2.1 11.5 12.3
Standard Deviation(%) NA 2.4 3.1 3.0 4.0 3.1 NA NA 4.7 3.3 3.6 1.4 6.9 1.7 1.7 2.1 2.5 1.9 1.8 2.9 2.0 2.4 2.6 3.2 5.1 2.3 2.2 2.3 3.5 3.0 2.9 2.5 2.2 2.3 2.4 2.4 3.7 3.3 4.2 2.9 2.8 2.8 3.3 3.1 3.3 5.7 3.8 4.0 8.1 6.5 11.1 13.6 13.6
Treynor Ratio NA -0.05 -0.01 -0.03 0.0 0.01 NA NA 0.03 0.02 -0.08 0.01 0.05 0.05 0.0 0.04 0.0 0.03 0.07 -0.02 0.06 0.1 0.02 0.1 -0.01 0.0 0.01 0.0 0.02 0.04 0.07 0.03 0.05 -0.04 0.02 0.04 0.01 0.1 -0.05 0.09 0.06 0.08 0.02 0.04 0.05 -0.03 0.12 0.12 0.03 0.0 0.23 -0.17 -0.19
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 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
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 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
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 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
Yield(%) N/A 0.9 N/A N/A N/A N/A N/A N/A N/A 2.7 2.3 2.2 2.5 2.6 2.5 2.6 2.5 2.9 3.4 3.3 3.4 3.6 3.3 3.8 3.8 4.1 4.4 4.1 4.0 4.2 4.7 5.0 5.1 4.9 5.3 5.8 5.2 5.8 6.5 6.2 6.7 7.0 7.8 7.7 7.1 6.8 7.6 8.9 8.9 7.9 10.1 8.5 6.1
Dividend Growth(%) N/A -66.7 N/A N/A N/A N/A N/A N/A N/A 5.9 3.0 -8.3 0.0 0.0 0.0 0.0 -12.2 -10.9 -2.1 -2.1 0.0 9.1 -8.3 -5.9 -7.3 -6.8 5.4 1.8 -3.5 -9.5 -4.5 1.5 -1.5 -7.0 -6.6 8.6 -2.8 -18.2 11.4 -6.0 0.0 -10.6 3.3 11.0 -2.4 -3.4 -7.4 1.1 10.7 -6.7 0.0 16.9 N/A

Return Calculator for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX)

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VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) Historical Return Chart

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VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) 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 12/26/1979 to 05/15/2024, the worst annualized return of 3-year rolling returns for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is -2.01%.
From 12/26/1979 to 05/15/2024, the worst annualized return of 5-year rolling returns for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 0.71%.
From 12/26/1979 to 05/15/2024, the worst annualized return of 10-year rolling returns for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 1.7%.
From 12/26/1979 to 05/15/2024, the worst annualized return of 20-year rolling returns for VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR SHARES (VWITX) is 3.52%.

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