VCAIX vs. VTSAX

In the year-to-date period, VCAIX achieves a -0.69% return, which is significantly higher than VTSAX's -3.66% return. Over the past 10 years, VCAIX has underperformed VTSAX with an annualized return of 2.07%, while VTSAX has yielded a comparatively higher 11.77% annualized return.

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VCAIX has a 0.17% expense ratio, which is higher than VTSAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares (VCAIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 VCAIX Sharpe Ratio is 0.30, which is lower than the VTSAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of VCAIX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCAIX's dividend yield for the trailing twelve months is around 2.65%, more than VTSAX's 1.34% yield.

The maximum VCAIX drawdown since its inception was -11.25%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VCAIX and VTSAX. For additional features, visit the drawdowns tool.