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Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9219292045

CUSIP

921929204

Issuer

Vanguard

Inception Date

Jun 18, 1990

Min. Investment

$3,000

Asset Class

Bond

Expense Ratio

VOHIX has an expense ratio of 0.13%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Ohio Long-Term Tax-Exempt Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%December2025FebruaryMarchAprilMay
375.15%
1,687.13%
VOHIX (Vanguard Ohio Long-Term Tax-Exempt Fund)
Benchmark (^GSPC)

Returns By Period

Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) returned -2.07% year-to-date (YTD) and 1.12% over the past 12 months. Over the past 10 years, VOHIX returned 2.03% annually, underperforming the S&P 500 benchmark at 10.35%.


VOHIX

YTD

-2.07%

1M

-2.84%

6M

-2.02%

1Y

1.12%

5Y*

0.58%

10Y*

2.03%

^GSPC (Benchmark)

YTD

-3.93%

1M

11.36%

6M

-1.09%

1Y

10.19%

5Y*

14.74%

10Y*

10.35%

*Annualized

Monthly Returns

The table below presents the monthly returns of VOHIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.20%1.24%-2.09%-1.05%-0.35%-2.07%
2024-0.24%0.02%-0.08%-1.44%-0.07%2.31%0.89%0.71%1.30%-1.57%2.00%-1.58%2.17%
20233.59%-2.98%2.46%-0.18%-0.95%1.14%0.17%-1.65%-3.53%-1.65%7.62%3.33%7.04%
2022-2.63%-0.42%-3.43%-3.73%1.32%-2.74%3.26%-3.07%-4.65%-1.04%6.11%-0.02%-11.00%
20210.58%-1.74%0.67%1.05%0.65%0.28%0.87%-0.40%-0.86%-0.11%0.96%-0.57%1.35%
20201.96%1.60%-2.95%-1.65%3.51%1.00%1.76%-0.39%0.07%-0.16%1.59%-0.09%6.26%
20190.77%0.49%1.73%0.50%1.45%0.49%0.80%1.73%-0.60%0.01%0.15%-0.38%7.34%
2018-1.47%-0.48%0.52%-0.46%1.26%0.02%0.20%0.11%-0.62%-0.78%1.28%1.19%0.72%
20170.36%0.58%0.36%0.67%1.72%-0.13%0.67%0.75%-0.21%0.35%-0.21%0.76%5.78%
20161.23%-0.05%0.67%0.89%0.58%1.96%-0.20%0.26%-0.67%-1.05%-3.97%1.01%0.54%
20152.11%-1.30%0.44%-0.59%-0.19%-0.19%0.86%0.46%0.68%0.28%0.68%0.52%3.79%
20142.71%1.12%0.32%1.46%1.53%0.05%0.22%1.50%0.12%0.84%0.20%0.14%10.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VOHIX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VOHIX is 3030
Overall Rank
The Sharpe Ratio Rank of VOHIX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of VOHIX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VOHIX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VOHIX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of VOHIX is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Ohio Long-Term Tax-Exempt Fund (VOHIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Vanguard Ohio Long-Term Tax-Exempt Fund Sharpe ratio is 0.26. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Ohio Long-Term Tax-Exempt Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.26
0.65
VOHIX (Vanguard Ohio Long-Term Tax-Exempt Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Ohio Long-Term Tax-Exempt Fund provided a 3.22% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The fund has been increasing its distributions for 2 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%3.60%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.36$0.39$0.36$0.31$0.32$0.35$0.38$0.40$0.40$0.41$0.43$0.44

Dividend yield

3.22%3.34%3.06%2.74%2.42%2.66%3.00%3.28%3.19%3.30%3.38%3.51%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Ohio Long-Term Tax-Exempt Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.03$0.03$0.00$0.00$0.10
2024$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.39
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.36
2022$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.31
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.32
2020$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.35
2019$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.38
2018$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.03$0.04$0.40
2017$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.40
2016$0.04$0.03$0.04$0.03$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.41
2015$0.04$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.43
2014$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.44

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.62%
-8.04%
VOHIX (Vanguard Ohio Long-Term Tax-Exempt Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Ohio Long-Term Tax-Exempt Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Ohio Long-Term Tax-Exempt Fund was 17.45%, occurring on Oct 25, 2022. The portfolio has not yet recovered.

The current Vanguard Ohio Long-Term Tax-Exempt Fund drawdown is 5.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.45%Aug 6, 2021308Oct 25, 2022
-12.05%Mar 10, 20209Mar 20, 202081Jul 16, 202090
-11.98%Feb 1, 1994210Nov 21, 199471Feb 28, 1995281
-10.52%Sep 12, 200825Oct 16, 2008124Apr 16, 2009149
-8.31%Dec 10, 2012186Sep 5, 2013160Apr 25, 2014346

Volatility

Volatility Chart

The current Vanguard Ohio Long-Term Tax-Exempt Fund volatility is 4.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
4.62%
13.20%
VOHIX (Vanguard Ohio Long-Term Tax-Exempt Fund)
Benchmark (^GSPC)