Vanguard Limited-Term Tax-Exempt Fund (VMLTX.O)

At A Glance

You hold VMLTX.O in 0 portfolios

Net Asset Value

11.09USD

 -0.01 -0.09%

01/21/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -0.66%
Classification
Sh-Intmdt Muni
5 Year Return (Annualized)
 2.23%
Lipper Index
Lipper Sh-In Mun Dbt IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

VMLTX.O — More Risk, More Return

Roll over fund for details

VMLTX.O outperforms 42 funds in its category for 3 Year Return, which is lower than the category median.

VMLTX.O has a higher risk than 69 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare VMLTX.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 Fee0.14%
 
 
Max 12b-1 Fee Ratio0.013
 
 
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 Jan 24, 2022)

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

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