VNYUX vs. VBTLX

In the year-to-date period, VNYUX achieves a -1.81% return, which is significantly lower than VBTLX's 1.71% return. Over the past 10 years, VNYUX has outperformed VBTLX with an annualized return of 2.10%, while VBTLX has yielded a comparatively lower 1.50% annualized return.

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VNYUX has a 0.09% expense ratio, which is higher than VBTLX's 0.05% 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 New York Long-Term Tax-Exempt Fund Admiral Shares (VNYUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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 VNYUX Sharpe Ratio is 0.06, which is lower than the VBTLX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of VNYUX and VBTLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VNYUX's dividend yield for the trailing twelve months is around 3.28%, less than VBTLX's 3.46% yield.

The maximum VNYUX drawdown since its inception was -17.21%, smaller than the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for VNYUX and VBTLX. For additional features, visit the drawdowns tool.