Vanguard Intermediate-Term Tax-Exempt Fund (VWIUX.O)

At A Glance

You hold VWIUX.O in 0 portfolios

Net Asset Value

13.49USD

 0.03 +0.22%

07/05/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -7.13%
Classification
Intmdt Muni Debt
5 Year Return (Annualized)
 1.72%
Lipper Index
Lipper Intmdt Muni Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Lipper Peer3 Risk & Returns Scanner

VWIUX.O — More Risk, More Return

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VWIUX.O outperforms 83 funds in its category for 3 Year Return, which is higher than the category median.

VWIUX.O has a higher risk than 73 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare VWIUX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.09%
 
 
Max 12b-1 Fee Ratio0.004
 
 
Early Redemption FeeNone
 
Expense Ratio0.09
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$54 in fees
$20,427 before
 
$20,373 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jul 06, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
there is no data for this ticker

Similar Funds & ETFs

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YTD Return
 -0.4%
3Yr Return
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5Yr Return
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FUEMX's YTD and 3 year Returns outperformed VWIUX.O

YTD Return
 -1.1%
3Yr Return
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5Yr Return
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WUSRX's YTD Return outperformed VWIUX.O

1 ETF »

YTD Return
 -0.5%
3Yr Return
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5Yr Return
--

JMST's YTD and 3 year Returns outperformed VWIUX.O

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