Vanguard Tax Exempt Funds Summary Page

for period ending May 31, 2025

More ways to view this list of Vanguard funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Taxable, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Vanguard funds.
Sort any column by clicking the heading in the gray row. Click any Vanguard fund name below for full details.

Maximum Drawdown vs. Annual Return
Vanguard Funds: Tax Exempt S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
Vanguard Fund Name ID Peer Group 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark -0.7% 2.1% 5.0% * * * * * * *
S&P 500 SPY Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 3.5% 1.3% 10.0% * * * * * * *
Tax-Exempt Bond ETF VTEB Fixed Income -0.5% -1.6% 2.1% * * * * * * *
Short-Term Tax-Exempt Bond ETF VTES Fixed Income 0.5% 1.1% -1.1% * * * * * * *
CA Interm Tax-Exempt Inv VCAIX Fixed Income 0.2% -0.4% 2.2% * * * * * * *
CA Long-Term Tax-Exempt Inv VCITX Fixed Income -0.5% -2.1% -2.9% * * * * * * *
CA Municipal Money Mkt VCTXX Money Market 0.2% 0.9% 2.5% * * * * * * *
MA Tax-Exempt VMATX Fixed Income -0.4% -2.0% -2.3% * * * * * * *
Limited-Term Tax-Exempt Inv VMLTX Fixed Income 0.5% 0.9% 4.4% * * * * * * *
Municipal Money Market VMSXX Money Market 0.2% 1.1% 3.0% * * * * * * *
NJ Long-Term Tax-Exempt Inv VNJTX Fixed Income -0.7% -2.2% 1.5% * * * * * * *
NY Long-Term Tax-Exempt Inv VNYTX Fixed Income -0.7% -2.2% 1.1% * * * * * * *
OH Long-Term Tax-Exempt VOHIX Fixed Income -0.5% -1.9% 2.2% * * * * * * *
PA Long-Term Tax-Exempt Inv VPAIX Fixed Income -0.5% -1.9% 1.5% * * * * * * *
Tax-Exempt Bond Indx Adm VTEAX Fixed Income -0.3% -1.8% 0.2% * * * * * * *
High-Yield Tax-Exempt Inv VWAHX Fixed Income -0.5% -2.0% 1.6% * * * * * * *
Interm-Term Tax-Exempt Inv VWITX Fixed Income 0.1% -0.3% 1.6% * * * * * * *
Long-Term Tax-Exempt Inv VWLTX Fixed Income -0.6% -2.0% -1.6% * * * * * * *
Ultra-Short-Term Inv VWSTX Fixed Income 0.5% 1.3% 4.6% * * * * * * *
NY Municipal Money Market VYFXX Money Market 0.2% 1.1% 3.0% * * * * * * *