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VMATX: VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.16 0.01(0.10%) June 05
| Asset Class: | Muni Massachusetts |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/30/1998 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.77% |
| Expenses | 0.13% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1998 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.4 | 7.9 | 4.0 | 0.7 | 2.2 | 3.2 | 3.5 | 3.2 | 4.0 | 1.9 | 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 | 0.23 | 1.67 | 0.15 | -0.39 | 0.11 | NA | NA | 0.47 | 0.2 | -0.42 | 0.74 | -2.33 | 1.08 | 0.69 | 3.21 | -0.42 | 1.63 | -0.1 | 1.62 | 4.45 | -0.91 | 2.65 | 3.65 | 0.25 | 3.01 | -0.34 | -0.1 | 0.57 | 0.39 | 0.82 | 1.3 | 1.96 | -1.13 | 1.47 | -4.19 | NA |
| Draw Down(%) | NA | 3.3 | 3.3 | 6.7 | 15.9 | 15.9 | NA | NA | 15.9 | 6.1 | 2.9 | 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 | 3.6 | 3.1 | 4.8 | 4.6 | 4.6 | NA | NA | 3.8 | 5.7 | 4.0 | 4.8 | 5.3 | 1.9 | 9.0 | 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 | 0.01 | 0.05 | 0.01 | -0.02 | 0.01 | NA | NA | 0.02 | 0.01 | -0.02 | 0.04 | -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 | 0.01 | 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 | 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 | 1.0 | 1.0 | NA |
| RSquared | 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 | 0.0 |
| Yield(%) | N/A | 1.2 | 3.5 | 3.4 | 2.8 | 3.0 | 3.4 | 3.5 | N/A | 3.6 | 3.4 | 3.2 | 2.3 | 2.6 | 3.3 | 3.6 | 3.0 | 3.0 | 3.4 | 3.2 | 4.0 | 3.1 | 3.3 | 3.7 | 3.4 | 4.2 | 4.1 | 4.1 | 4.2 | 4.3 | 4.2 | 4.5 | 3.2 | 0.0 | 0.0 | 0.4 | 0.2 |
| Dividend Growth(%) | N/A | -66.2 | -4.0 | 7.6 | -7.5 | -11.9 | N/A | N/A | N/A | 5.8 | 9.2 | 18.4 | -11.9 | -17.9 | -2.6 | 16.8 | 1.7 | -15.2 | 6.8 | -14.4 | 19.9 | -1.4 | -4.9 | 4.0 | -12.0 | -3.9 | -2.1 | -0.2 | -3.0 | 2.1 | -6.3 | 44.5 | N/A | N/A | -100.0 | 52.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1998
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