All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VNYUX,STIP,SCHP,LTPZ: Total Return Chart (with Dividends Reinvested)

Fri 2010-12-03💬 to Tue 2026-05-26 YTD
Return 		1 Year
Return
VNYUX × 		+0.89%
2026-05-26 		+7.50%
2026-05-26
Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares Mutual Fund
STIP × 		+1.76%
2026-05-26 		+4.42%
2026-05-26
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund
SCHP × 		+1.33%
2026-05-26 		+5.12%
2026-05-26
Schwab U.S. TIPS ETF Exchange-Traded Fund
LTPZ × 		−0.07%
2026-05-26 		+5.23%
2026-05-26
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Exchange-Traded Fund

Returns

Fri 2010-12-03💬 to Tue 2026-05-26 Overall
Return 		Exponential
Trendline
VNYUX × 		+68.86%
+3.44%/yr 		+3.11%/yr
(R2=0.889)
Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares Mutual Fund
STIP × 		+44.24%
+2.40%/yr 		+2.04%/yr
(R2=0.844)
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund
SCHP × 		+52.46%
+2.76%/yr 		+2.26%/yr
(R2=0.831)
Schwab U.S. TIPS ETF Exchange-Traded Fund
LTPZ × 		+43.99%
+2.38%/yr 		+2.19%/yr
(R2=0.371)
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Exchange-Traded Fund

Growth of $10,000

Fri 2010-12-03💬 to Tue 2026-05-26 Start
Value 		End
Value
VNYUX × 		$10,000.00
2010-12-03 		$16,886.14
2026-05-26
Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares Mutual Fund
STIP × 		$10,000.00
2010-12-03 		$14,424.44
2026-05-26
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund
SCHP × 		$10,000.00
2010-12-03 		$15,245.83
2026-05-26
Schwab U.S. TIPS ETF Exchange-Traded Fund
LTPZ × 		$10,000.00
2010-12-03 		$14,398.57
2026-05-26
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Exchange-Traded Fund

Annual Returns

Year VNYUX STIP SCHP LTPZ
2026 (YTD) +0.89% +1.76% +1.33% −0.07%
2025 +3.84% +6.03% +6.76% +4.00%
2024 +2.00% +4.77% +1.95% −4.79%
2023 +8.37% +4.63% +3.91% +0.96%
2022 −10.93% −3.02% −12.02% −31.71%
2021 +2.54% +5.68% +5.87% +7.02%
2020 +5.61% +5.18% +10.86% +24.89%
2019 +8.44% +4.89% +8.52% +17.47%
2018 +0.59% +0.54% −1.42% −7.00%
2017 +5.90% +0.74% +3.02% +9.07%
2016 +0.64% +2.73% +4.64% +9.16%
2015 +4.23% −0.10% −1.78% −8.83%
2014 +10.96% −1.22% +4.11% +19.68%
2013 −2.84% −1.75% −8.90% −19.21%
2012 +7.04% +2.12% +6.51% +11.60%
2011 +9.74% +4.46% +13.42% +25.13%
2010 +1.61% +0.22% +0.95% +8.68%
2009 +12.64% — — +3.24%
2008 −3.61% — — —
2007 +2.51% — — —
2006 +4.95% — — —
2005 +2.93% — — —
2004 +4.04% — — —
2003 +4.70% — — —
2002 +5.97% — — —
2001 −0.29% — — —

Drawdowns

Fri 2010-12-03💬 to Tue 2026-05-26 Current
Drawdown 		Worst
Drawdown
VNYUX × 		−1.45%
from 2026-02-27 peak 		−16.59%
2022-10-25
from 2021-07-30 peak
Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares Mutual Fund
STIP × 		−0.30%
from 2026-05-13 peak 		−5.50%
2022-09-30
from 2022-03-11 peak
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund
SCHP × 		−0.52%
from 2026-05-01 peak 		−14.26%
2023-10-06
from 2022-03-08 peak
Schwab U.S. TIPS ETF Exchange-Traded Fund
LTPZ × 		−33.05%
from 2021-11-09 peak 		−40.99%
2023-10-19
from 2021-11-09 peak
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-26 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VNYUX × 		+7.50% +8.41%
+4.11%/yr 		+13.84%
+4.41%/yr 		+4.44%
+0.87%/yr 		+26.23%
+2.36%/yr
Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares Mutual Fund
STIP × 		+4.42% +11.43%
+5.55%/yr 		+16.54%
+5.23%/yr 		+17.88%
+3.35%/yr 		+36.78%
+3.18%/yr
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund
SCHP × 		+5.12% +10.58%
+5.15%/yr 		+12.58%
+4.03%/yr 		+5.83%
+1.14%/yr 		+30.89%
+2.73%/yr
Schwab U.S. TIPS ETF Exchange-Traded Fund
LTPZ × 		+5.23% +2.39%
+1.18%/yr 		−3.15%
−1.06%/yr 		−23.01%
−5.09%/yr 		+8.69%
+0.84%/yr
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Exchange-Traded Fund