Vanguard California Intermediate-term Tax-exempt Fund Investor Shares: (MF: VCAIX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$11.31 USD
+0.01 (0.09%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -0.11 | 84 |
3 months | -0.11 | 84 |
6 months | 6.39 | 63 |
1 Year | 3.19 | 64 |
3 Year | -0.03 | 15 |
5 Year | 1.60 | 19 |
10 Year | 2.39 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 12.97 |
Bear Market (10/07 - 2/09) | 2.10 |
Bull Market (2/09 - 3/21) | 65.66 |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 3.19 |
5 Year | 1.60 |
10 Year | 2.39 |
Since Inception | 4.11 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | -0.11 | NA | NA | NA |
2023 | 2.41 | -0.34 | -2.66 | 6.51 |
2022 | -5.57 | -2.51 | -2.41 | 3.86 |
2021 | -0.62 | 1.07 | -0.24 | 0.49 |
2020 | -0.58 | 2.66 | 1.20 | 1.34 |
2019 | 2.47 | 2.16 | 1.27 | 0.67 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -0.11 | 5.81 | -6.69 | 0.69 | 4.67 | 6.73 | 1.19 | 4.82 | -0.17 | 2.92 | 7.99 |
% Total Return Rel to Index | 0.38 | -0.58 | 1.83 | -0.82 | -0.52 | -0.82 | -0.09 | -0.62 | -0.42 | -0.37 | -1.05 |
% Total Return Rel to Peer | -0.35 | 0.16 | 2.54 | -0.88 | 0.80 | -0.17 | 0.35 | 0.18 | 0.25 | 0.17 | -1.20 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 | 1.00 | 3.00 | 2.00 | 3.00 | 4.00 |
% Dividends | 0.07 | 0.28 | 0.25 | 0.24 | 0.26 | 0.29 | 0.30 | 0.30 | 0.30 | 0.30 | 0.35 |
% Yield | 0.63 | 2.40 | 2.16 | 1.90 | 2.06 | 2.32 | 2.50 | 2.43 | 2.51 | 2.40 | 2.83 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | 0.19 | 0.19 | 0.20 | 0.20 |
* 1 = Top 20%, 5 = Bottom 20%