VMATX vs. VTABX

In the year-to-date period, VMATX achieves a -1.90% return, which is significantly lower than VTABX's 1.03% return. Both investments have delivered pretty close results over the past 10 years, with VMATX having a 2.04% annualized return and VTABX not far behind at 1.94%.

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VMATX has a 0.13% expense ratio, which is higher than VTABX's 0.11% 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 Massachusetts Tax-Exempt Fund (VMATX) and Vanguard Total International Bond Index Fund Admiral Shares (VTABX). 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 VMATX Sharpe Ratio is 0.03, which is lower than the VTABX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of VMATX and VTABX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMATX's dividend yield for the trailing twelve months is around 3.27%, less than VTABX's 4.26% yield.

The maximum VMATX drawdown since its inception was -16.24%, roughly equal to the maximum VTABX drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for VMATX and VTABX. For additional features, visit the drawdowns tool.