VMLTX vs. VWIUX

In the year-to-date period, VMLTX achieves a 0.55% return, which is significantly higher than VWIUX's -0.60% return. Over the past 10 years, VMLTX has underperformed VWIUX with an annualized return of 1.67%, while VWIUX has yielded a comparatively higher 2.23% annualized return.

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VMLTX has a 0.17% expense ratio, which is higher than VWIUX's 0.09% 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 Limited-Term Tax-Exempt Fund Investor Shares (VMLTX) 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 VMLTX Sharpe Ratio is 1.26, which is higher than the VWIUX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of VMLTX 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.

VMLTX's dividend yield for the trailing twelve months is around 2.64%, less than VWIUX's 2.94% yield.

The maximum VMLTX drawdown since its inception was -6.41%, smaller than the maximum VWIUX drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for VMLTX and VWIUX. For additional features, visit the drawdowns tool.