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VWLTX: VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.87 0.01(0.09%) June 05
| Asset Class: | Muni National Long |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 01/30/1980 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.17% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.5 | 7.7 | 4.0 | 0.9 | 2.5 | 3.6 | 3.7 | 5.4 | 3.9 | 1.8 | 7.6 | -10.4 | 2.3 | 6.2 | 8.5 | 0.9 | 6.4 | 0.6 | 4.0 | 11.1 | -2.9 | 8.1 | 10.7 | 1.2 | 14.1 | -4.9 | 2.5 | 5.2 | 3.1 | 4.1 | 5.2 | 10.0 | 4.5 | 13.3 | -3.9 | 6.0 | 9.3 | 4.4 | 18.7 | -7.2 | 11.4 | 6.5 | 11.5 | 5.0 | 9.8 | 12.3 | -4.2 | 17.4 | 20.8 | 8.6 | 9.5 | 38.5 | -11.2 | -16.0 |
| Sharpe Ratio | NA | 0.3 | 1.65 | 0.26 | -0.36 | 0.19 | NA | NA | 0.41 | 0.18 | -0.46 | 0.81 | -2.23 | 1.24 | 0.7 | 3.18 | -0.23 | 2.21 | 0.13 | 1.66 | 5.05 | -0.8 | 3.49 | 3.84 | 0.34 | 3.85 | -0.86 | -0.21 | 0.66 | 0.29 | 0.74 | 1.06 | 2.29 | 0.65 | 3.12 | -2.47 | 0.81 | 1.7 | 0.14 | 3.09 | -1.49 | 2.26 | 0.88 | 1.9 | -0.1 | 0.91 | 1.96 | -0.99 | 2.92 | 4.09 | 0.13 | 0.4 | 2.25 | -1.25 | -1.56 |
| Draw Down(%) | NA | 3.1 | 3.1 | 6.9 | 16.0 | 16.0 | NA | NA | 26.8 | 5.9 | 2.8 | 7.3 | 15.8 | 2.4 | 12.3 | 1.8 | 2.4 | 1.6 | 6.5 | 2.6 | 1.5 | 7.9 | 2.0 | 2.8 | 5.8 | 3.0 | 11.8 | 2.9 | 1.7 | 3.0 | 6.6 | 6.5 | 4.9 | 4.4 | 3.2 | 6.7 | 2.1 | 2.4 | 4.9 | 2.9 | 11.9 | 3.0 | 5.4 | 3.0 | 4.9 | 3.2 | 3.2 | 14.6 | 3.9 | 2.5 | 8.7 | 3.9 | 2.5 | 14.6 | 16.9 |
| Standard Deviation(%) | NA | 3.5 | 3.1 | 4.7 | 4.6 | 4.5 | NA | NA | 6.0 | 5.5 | 3.9 | 4.8 | 5.3 | 1.8 | 8.5 | 2.2 | 2.1 | 2.6 | 3.1 | 2.4 | 2.2 | 3.7 | 2.3 | 2.8 | 3.1 | 3.6 | 6.8 | 3.0 | 2.7 | 2.8 | 4.3 | 4.2 | 3.9 | 3.3 | 2.9 | 3.0 | 3.1 | 3.3 | 5.3 | 4.8 | 6.9 | 4.1 | 4.5 | 4.0 | 4.6 | 4.2 | 3.7 | 8.5 | 4.4 | 3.7 | 11.3 | 7.9 | 13.6 | 17.3 | 16.4 |
| 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 | 0.0 | 0.06 | 0.0 | 0.04 | 0.11 | -0.03 | 0.08 | 0.11 | 0.01 | 0.14 | -0.06 | -0.01 | 0.02 | 0.01 | 0.03 | 0.04 | 0.09 | 0.02 | 0.09 | -0.07 | 0.03 | 0.06 | 0.01 | 0.15 | -0.1 | 0.09 | 0.04 | 0.08 | 0.0 | 0.04 | 0.07 | -0.08 | 0.13 | 0.15 | 0.01 | 0.03 | 0.31 | -0.22 | -0.26 |
| 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 | 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 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 3.3 | 3.2 | 2.5 | 3.1 | 3.3 | 3.7 | 3.4 | 3.8 | 3.8 | 3.8 | 4.3 | 3.8 | 3.8 | 4.3 | 4.0 | 4.8 | 4.5 | 4.5 | 4.6 | 4.8 | 4.5 | 4.6 | 5.2 | 5.3 | 5.6 | 4.6 | 6.1 | 5.9 | 5.5 | 6.1 | 5.4 | 5.8 | 6.4 | 7.1 | 6.9 | 7.4 | 7.5 | 7.0 | 8.2 | 9.2 | 9.3 | 9.0 | 11.6 | 9.5 | 7.0 |
| Dividend Growth(%) | N/A | -65.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 7.9 | 10.7 | -17.9 | -6.0 | -6.2 | 6.5 | -7.9 | -4.3 | 1.1 | -5.3 | 5.4 | 3.0 | -6.3 | 6.7 | -10.5 | -1.8 | -2.8 | -1.5 | -6.8 | 6.3 | -0.2 | -8.9 | -2.5 | 3.0 | 10.2 | -25.1 | 7.1 | 6.2 | 2.0 | -2.5 | -1.6 | -9.2 | -6.8 | 1.7 | -5.0 | 2.6 | -5.0 | -6.8 | -1.8 | -1.8 | 3.0 | -2.5 | -2.6 | 4.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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See Muni National Long Asset Class Trend Rankings |
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