Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.09% 5.736B -- 38.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
452.86M 4.55%

Basic Info

Investment Strategy
The Fund seeks to provide current income that is exempt from both federal and New York personal income taxes while maintaining a stable net asset value of $1 per share. The Fund is intended for New York. The Fund invests primarily in high-quality municipal bonds issued by New York State and local and regional governments.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group New York Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective New York Municipal Debt Funds
Fund Owner Firm Name Vanguard
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 2
-16.37M Peer Group Low
61.33M Peer Group High
1 Year
% Rank: 3
452.86M
-455.27M Peer Group Low
860.92M Peer Group High
3 Months
% Rank: 4
-109.30M Peer Group Low
182.53M Peer Group High
3 Years
% Rank: 2
-786.39M Peer Group Low
1.053B Peer Group High
6 Months
% Rank: 4
-215.57M Peer Group Low
904.98M Peer Group High
5 Years
% Rank: 4
-1.251B Peer Group Low
660.37M Peer Group High
YTD
% Rank: 4
-16.37M Peer Group Low
134.52M Peer Group High
10 Years
% Rank: 8
-3.143B Peer Group Low
1.308B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.43%
5.51%
2.60%
-10.93%
8.37%
1.98%
3.84%
2.02%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.25%
1.96%
8.49%
4.73%
3.62%
-13.13%
8.39%
2.06%
2.50%
1.71%
7.74%
3.99%
2.67%
-10.43%
7.41%
1.42%
3.97%
2.00%
7.08%
0.22%
5.52%
-8.36%
6.82%
2.36%
2.77%
2.01%
7.80%
5.74%
1.67%
-10.06%
8.38%
1.44%
2.31%
2.19%
As of March 03, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-27-26) 3.61%
30-Day SEC Yield (1-31-26) 3.66%
7-Day SEC Yield --
Number of Holdings 1619
Bond
Yield to Maturity (12-31-25) 3.93%
Effective Duration 8.30
Average Coupon 4.48%
Calculated Average Quality 2.340
Effective Maturity 14.72
Nominal Maturity 19.11
Number of Bond Holdings 1601
As of December 31, 2025

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 99.95%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.08%
Administration Fee 3.16M%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 50000.00 None
Minimum Subsequent Investment 1.00 None

Basic Info

Investment Strategy
The Fund seeks to provide current income that is exempt from both federal and New York personal income taxes while maintaining a stable net asset value of $1 per share. The Fund is intended for New York. The Fund invests primarily in high-quality municipal bonds issued by New York State and local and regional governments.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group New York Municipal Debt Funds
Global Macro Bond HC
US Macro Single State Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective New York Municipal Debt Funds
Fund Owner Firm Name Vanguard
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-27-26) 3.61%
30-Day SEC Yield (1-31-26) 3.66%
7-Day SEC Yield --
Number of Holdings 1619
Bond
Yield to Maturity (12-31-25) 3.93%
Effective Duration 8.30
Average Coupon 4.48%
Calculated Average Quality 2.340
Effective Maturity 14.72
Nominal Maturity 19.11
Number of Bond Holdings 1601
As of December 31, 2025

Fund Details

Key Dates
Inception Date 5/14/2001
Share Classes
VNYTX Inv
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:VNYUX", "name")
Broad Asset Class: =YCI("M:VNYUX", "broad_asset_class")
Broad Category: =YCI("M:VNYUX", "broad_category_group")
Prospectus Objective: =YCI("M:VNYUX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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