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VNYTX: VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.9 0.02(0.18%) June 05
| Asset Class: | Muni New York Long |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 04/14/1986 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.80% |
| Expenses | 0.09% |
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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 04/14/1986 |
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 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.7 | 8.0 | 4.1 | 0.9 | 2.3 | 3.4 | 3.5 | 5.0 | 3.8 | 1.9 | 8.3 | -11.0 | 2.5 | 5.5 | 8.3 | 0.5 | 5.8 | 0.5 | 4.2 | 10.8 | -2.9 | 7.0 | 9.6 | 1.5 | 12.5 | -3.7 | 2.4 | 4.8 | 2.8 | 4.0 | 5.5 | 10.5 | 4.1 | 13.8 | -3.4 | 6.3 | 8.7 | 4.1 | 17.0 | -5.6 | 13.0 | 8.3 | 12.8 | 6.3 | 10.3 | 12.0 | -3.4 | 7.0 |
| Sharpe Ratio | NA | 0.43 | 1.69 | 0.18 | -0.35 | 0.14 | NA | NA | 0.64 | 0.16 | -0.42 | 0.95 | -2.23 | 1.31 | 0.61 | 3.13 | -0.42 | 2.07 | 0.1 | 1.81 | 5.0 | -0.81 | 3.03 | 3.54 | 0.49 | 3.38 | -0.63 | -0.24 | 0.51 | 0.18 | 0.7 | 1.12 | 2.53 | 0.55 | 3.03 | -2.11 | 0.9 | 1.52 | 0.09 | 2.84 | -1.28 | 3.04 | 1.43 | 2.62 | 0.18 | 1.16 | 1.64 | -0.74 | 0.94 |
| Draw Down(%) | NA | 3.1 | 3.1 | 7.1 | 16.7 | 16.7 | NA | NA | 18.2 | 6.2 | 3.0 | 7.4 | 16.5 | 2.4 | 12.4 | 1.9 | 2.5 | 1.8 | 6.2 | 2.4 | 1.4 | 7.5 | 2.2 | 2.8 | 5.3 | 3.1 | 11.9 | 2.9 | 2.2 | 3.2 | 6.3 | 6.4 | 4.3 | 4.2 | 3.6 | 6.4 | 2.3 | 2.4 | 4.9 | 2.8 | 12.0 | 3.0 | 4.9 | 2.1 | 4.3 | 2.7 | 3.4 | 18.2 | 4.6 |
| Standard Deviation(%) | NA | 3.6 | 3.2 | 4.9 | 4.7 | 4.6 | NA | NA | 4.4 | 5.8 | 4.1 | 5.0 | 5.6 | 1.9 | 8.6 | 2.2 | 2.1 | 2.5 | 3.1 | 2.3 | 2.2 | 3.7 | 2.3 | 2.7 | 2.9 | 3.7 | 7.3 | 3.0 | 2.8 | 3.1 | 4.3 | 4.2 | 3.7 | 3.1 | 3.1 | 3.2 | 3.1 | 3.3 | 5.1 | 4.6 | 6.8 | 3.5 | 4.0 | 3.4 | 4.2 | 3.8 | 4.3 | 10.3 | 6.1 |
| Treynor Ratio | NA | 0.02 | 0.05 | 0.01 | -0.02 | 0.01 | NA | NA | 0.03 | 0.01 | -0.02 | 0.05 | -0.12 | 0.02 | 0.05 | 0.07 | -0.01 | 0.05 | 0.0 | 0.04 | 0.11 | -0.03 | 0.07 | 0.1 | 0.01 | 0.12 | -0.05 | -0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.09 | 0.02 | 0.1 | -0.07 | 0.03 | 0.05 | 0.0 | 0.13 | -0.09 | 0.11 | 0.06 | 0.09 | 0.01 | 0.04 | 0.07 | -0.08 | 0.06 |
| 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 |
| 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 |
| 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 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.2 | 3.5 | 3.4 | 2.9 | 3.2 | 3.5 | 3.6 | N/A | 3.6 | 3.3 | 3.3 | 2.5 | 3.2 | 3.5 | 3.4 | 3.4 | 3.7 | 3.7 | 3.4 | 3.6 | 3.4 | 3.6 | 3.9 | 3.6 | 4.3 | 4.2 | 4.3 | 4.6 | 4.8 | 4.6 | 4.6 | 5.5 | 5.3 | 5.4 | 4.9 | 5.8 | 5.4 | 5.5 | 5.8 | 5.3 | 5.7 | 6.1 | 6.6 | 6.5 | 6.7 | 7.2 | 6.3 | 4.4 |
| Dividend Growth(%) | N/A | -65.0 | -1.9 | -1.4 | -12.6 | -10.6 | -27.0 | -31.8 | N/A | 5.8 | 6.7 | 14.0 | -22.1 | -8.3 | 6.6 | -0.1 | -7.9 | -2.6 | 9.2 | 0.2 | 1.0 | -1.7 | -3.3 | 6.9 | -11.3 | -4.3 | -4.9 | -6.9 | -6.6 | 5.5 | 1.1 | -13.1 | 3.1 | 5.4 | 1.5 | -16.4 | 11.2 | -3.8 | 5.5 | -2.0 | -0.7 | -5.6 | -1.9 | 1.7 | -0.5 | -1.7 | 2.4 | 45.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/1986
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