Address And Details

100 Vanguard Blvd. , Malvern, PA 19355
Fund Manager Adam Ferguson
Manager Tenure 8 Years 3 Months

Strategy And Objective

Vanguard California Intermediate-Term Tax-Exempt Fund seeks a higher level of income that is exempt from both federal and California personal income taxes by investing in high-quality municipal bonds issued by California state, regional, and local governments. The Fund's benchmark is Bloomberg Barclays Municipal California Intermediate Bond Index.

Net Asset Value

as of 5:24 PM ET 09/23/2021

Performance

  • 1 Week
  • -0.16%
  • 1 Month
  • -0.41%
  • 3 Months
  • -0.16%
  • 1 Yr Return
  • -0.24%
  • 5 Yr Return
  • +2.00%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 101.66%
Stocks 0.00%
Cash 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Other -1.66%
Total Net Assets 1.90 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.24 -0.30 -0.04
Beta 0.89 0.92 0.93
R Squared 0.99 0.99 0.98
Std Deviation 3.58 3.61 3.39
Sharpe Ratio 0.93 0.49 n/a

Purchase Information

as of 5:18 PM ET 09/09/2021
Minimum Initial $3000
Minimum Additional $1
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +2.41%
  • +3.56%
+2.41% +3.56%
3 Year
  • +4.38%
  • +4.43%
+4.38% +4.43%
10 Year
  • +3.79%
  • +4.04%
+3.79% +4.04%
Life Of Fund
  • +4.63%
  • +4.66%
+4.63% +4.66%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

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