MPPIX vs. VWIUX

In the year-to-date period, MPPIX achieves a -0.49% return, which is significantly higher than VWIUX's -0.55% return. Over the past 10 years, MPPIX has underperformed VWIUX with an annualized return of 1.85%, while VWIUX has yielded a comparatively higher 2.23% annualized return.

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MPPIX has a 0.59% expense ratio, which is higher than VWIUX's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon PA Intermediate Municipal Bond Fund (MPPIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MPPIX Sharpe Ratio is 0.65, which is comparable to the VWIUX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of MPPIX and VWIUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MPPIX's dividend yield for the trailing twelve months is around 2.30%, less than VWIUX's 2.97% yield.

The maximum MPPIX drawdown since its inception was -11.90%, roughly equal to the maximum VWIUX drawdown of -11.38%. Use the drawdown chart below to compare losses from any high point for MPPIX and VWIUX.

BNY Mellon PA Intermediate Municipal Bond Fund (MPPIX) has a higher volatility of 0.59% compared to Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) at 0.51%. This indicates that MPPIX's price experiences larger fluctuations and is considered to be riskier than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.