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

At A Glance

You hold VWITX.O in 0 portfolios

Net Asset Value

13.26USD

 -0.03 -0.23%

05/17/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -9.04%
Classification
Intmdt Muni Debt
5 Year Return (Annualized)
 1.65%
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

VWITX.O — More Risk, More Return

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VWITX.O outperforms 80 funds in its category for 3 Year Return, which is higher than the category median.

VWITX.O has a higher risk than 71 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare VWITX.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 Fee0.16%
 
 
Max 12b-1 Fee Ratio0.007
 
 
Early Redemption FeeNone
 
Expense Ratio0.17
 
 

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

$102 in fees
$20,424 before
 
$20,322 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 May 18, 2022)

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

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 0.1%
3Yr Return
 0.6%
5Yr Return
--

MULMX's YTD Return outperformed VWITX.O

YTD Return
 0.0%
3Yr Return
 0.5%
5Yr Return
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MUIMX's YTD Return outperformed VWITX.O

1 ETF »

YTD Return
 -0.9%
3Yr Return
 0.5%
5Yr Return
 0.8%

MEAR's YTD Return outperformed VWITX.O

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