VNJUX vs. GOVT

In the year-to-date period, VNJUX achieves a -2.46% return, which is significantly lower than GOVT's 0.19% return. Over the past 10 years, VNJUX has outperformed GOVT with an annualized return of 2.99%, while GOVT has yielded a comparatively lower 0.89% annualized return.

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VNJUX has a 0.09% expense ratio, which is lower than GOVT's 0.15% expense ratio. Despite the difference, 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 New Jersey Long-Term Tax-Exempt Fund Admiral Shares (VNJUX) and iShares U.S. Treasury Bond ETF (GOVT). 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 VNJUX Sharpe Ratio is 0.29, which is lower than the GOVT Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of VNJUX and GOVT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VNJUX's dividend yield for the trailing twelve months is around 3.32%, which matches GOVT's 3.35% yield.

The maximum VNJUX drawdown since its inception was -15.62%, smaller than the maximum GOVT drawdown of -19.78%. Use the drawdown chart below to compare losses from any high point for VNJUX and GOVT.

The current volatility for Vanguard New Jersey Long-Term Tax-Exempt Fund Admiral Shares (VNJUX) is 0.85%, while iShares U.S. Treasury Bond ETF (GOVT) has a volatility of 1.48%. This indicates that VNJUX experiences smaller price fluctuations and is considered to be less risky than GOVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.