VNYUX vs. VNYTX

The year-to-date returns for both stocks are quite close, with VNYUX having a -1.81% return and VNYTX slightly lower at -1.83%. Over the past 10 years, VNYUX has underperformed VNYTX with an annualized return of 2.10%, while VNYTX has yielded a comparatively higher 2.31% annualized return.

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VNYUX has a 0.09% expense ratio, which is lower than VNYTX's 0.17% 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 York Long-Term Tax-Exempt Fund Admiral Shares (VNYUX) and Vanguard New York Long-Term Tax-Exempt Fund Investor Shares (VNYTX). 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 comparable to the VNYTX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of VNYUX and VNYTX, 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%, more than VNYTX's 3.20% yield.

The maximum VNYUX drawdown since its inception was -17.21%, smaller than the maximum VNYTX drawdown of -19.30%. Use the drawdown chart below to compare losses from any high point for VNYUX and VNYTX. For additional features, visit the drawdowns tool.