It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VNJTX: VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.43 0.02(0.17%) June 05
| Asset Class: | Muni New Jersey |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/11/1988 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.44% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
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 02/11/1988 |
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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.5 | 8.0 | 4.1 | 1.1 | 2.9 | 3.7 | 3.8 | 5.1 | 4.0 | 2.1 | 8.0 | -10.3 | 3.1 | 6.0 | 9.0 | 1.5 | 8.4 | 0.8 | 2.7 | 9.9 | -2.5 | 7.1 | 10.0 | 0.9 | 11.8 | -3.0 | 2.9 | 5.3 | 2.9 | 3.9 | 4.4 | 9.3 | 4.4 | 12.5 | -2.3 | 6.3 | 8.6 | 3.2 | 16.8 | -5.2 | 12.8 | 8.1 | 11.2 | 7.6 | 10.3 | 7.5 |
| Sharpe Ratio | NA | 0.34 | 1.78 | 0.18 | -0.33 | 0.27 | NA | NA | 0.76 | 0.2 | -0.4 | 0.9 | -2.21 | 1.7 | 0.65 | 3.47 | 0.06 | 2.85 | 0.18 | 1.07 | 4.4 | -0.69 | 3.0 | 3.83 | 0.29 | 3.3 | -0.66 | -0.09 | 0.66 | 0.2 | 0.72 | 0.93 | 2.38 | 0.68 | 2.97 | -1.99 | 0.94 | 1.53 | -0.09 | 2.86 | -1.21 | 2.98 | 1.37 | 2.18 | 0.49 | 1.1 | 0.92 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.9 | 15.7 | 15.7 | NA | NA | 15.7 | 5.9 | 2.7 | 7.3 | 15.6 | 2.4 | 13.1 | 1.7 | 2.3 | 1.5 | 6.6 | 3.8 | 1.7 | 7.5 | 2.0 | 2.4 | 5.7 | 2.8 | 10.3 | 2.9 | 2.0 | 3.1 | 6.0 | 6.0 | 4.1 | 3.6 | 3.4 | 5.1 | 2.2 | 2.3 | 4.9 | 2.7 | 11.9 | 3.0 | 4.9 | 2.2 | 4.1 | 3.0 | 2.4 |
| Standard Deviation(%) | NA | 3.3 | 3.0 | 4.6 | 4.5 | 4.6 | NA | NA | 4.0 | 5.4 | 3.8 | 4.9 | 5.3 | 1.8 | 8.8 | 2.2 | 2.2 | 2.7 | 3.2 | 2.5 | 2.3 | 3.6 | 2.4 | 2.6 | 2.9 | 3.5 | 6.0 | 3.1 | 2.8 | 3.0 | 4.0 | 3.9 | 3.4 | 2.9 | 2.8 | 2.9 | 3.0 | 3.2 | 5.0 | 4.5 | 6.9 | 3.6 | 4.0 | 3.3 | 4.3 | 3.9 | 3.8 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.01 | -0.01 | 0.01 | NA | NA | 0.03 | 0.01 | -0.02 | 0.04 | -0.12 | 0.03 | 0.06 | 0.08 | 0.0 | 0.08 | 0.01 | 0.03 | 0.1 | -0.03 | 0.07 | 0.1 | 0.01 | 0.12 | -0.04 | 0.0 | 0.02 | 0.01 | 0.03 | 0.04 | 0.08 | 0.02 | 0.08 | -0.06 | 0.03 | 0.05 | 0.0 | 0.13 | -0.08 | 0.11 | 0.06 | 0.07 | 0.02 | 0.04 | 0.03 |
| 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 |
| 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 |
| 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 | 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 | 1.2 | 3.4 | 3.4 | 3.0 | 3.5 | 3.8 | 3.9 | N/A | 3.6 | 3.3 | 3.4 | 2.7 | 3.3 | 3.8 | 4.0 | 3.8 | 4.2 | 4.3 | 3.7 | 4.2 | 3.7 | 3.7 | 4.2 | 3.8 | 4.4 | 4.2 | 4.3 | 4.8 | 5.0 | 5.1 | 4.4 | 4.7 | 4.9 | 5.4 | 4.9 | 5.5 | 5.4 | 5.5 | 5.9 | 5.3 | 5.7 | 6.0 | 6.4 | 6.6 | 7.0 | 6.3 |
| Dividend Growth(%) | N/A | -66.7 | -3.6 | -6.8 | -20.0 | -9.0 | -21.8 | N/A | N/A | 5.2 | 2.7 | 8.4 | -17.2 | -11.8 | 0.3 | 1.3 | -4.9 | -7.0 | 17.6 | -7.4 | 5.9 | 4.3 | -6.8 | 7.3 | -8.4 | -3.0 | -3.3 | -9.7 | -5.7 | -4.0 | 16.0 | -3.1 | -4.8 | -2.7 | 1.5 | -9.2 | 5.0 | -4.5 | 4.0 | -0.2 | -2.2 | -3.0 | -2.5 | -2.5 | -2.4 | 12.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/1988
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New Jersey Asset Class Trend Rankings |
Top Rated Funds in Muni New Jersey
Best Mutual Funds
- VNJTX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) (95%)
- SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) (92%)
- FNJHX (FIDELITY NEW JERSEY MUNICIPAL INCOME FUND FIDELITY NEW JERSEY MUNICIPAL INCOME FUND) (90%)
- VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (87%)
- NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) (85%)
- NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) (82%)
- MANJX (BlackRock NJ Muni Bnd I) (79%)
- DNMIX (DREYFUS NEW JERSEY MUNICIPAL BOND FUND INC CLASS I) (77%)
- EINJX (Eaton Vance New Jersey Municipls Fd Cl I) (72%)
- LNJFX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS F) (69%)
Best Closed End Funds
- MUJ (BlackRock MuniHoldings New Jersey Quality Closed Fund) 0.16% (100%)
- NXJ (Nuveen New Jersey Quality Municipal Income) (97%)
Latest Articles Related to VNJTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
