Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DCOIX (DELAWARE TAX-FREE COLORADO FUND INSTITUTIONAL CLASS) 2.63% 8.51% 4.63% 1.22% 2.60% NA NA
Data as of 06/05/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
Name Start Date End Date
DCOIX (DELAWARE TAX-FREE COLORADO FUND INSTITUTIONAL CLASS) 01/02/2014 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.19 8.51 4.63 1.22 2.60 NA NA 2.63 2.87 3.81 7.89 -11.43 3.52 5.59 7.12 1.11 6.80 0.90 3.61 11.99
Sharpe Ratio NA 1.75 0.26 -0.26 0.21 NA NA 1.00 0.00 0.04 0.75 -2.46 2.06 0.67 3.04 -0.16 2.81 0.25 1.67 6.00
Standard Deviation(%) NA 3.36 5.25 4.96 4.53 NA NA 3.74 6.09 4.31 5.68 5.25 1.69 7.95 1.85 1.68 2.20 2.73 2.14 2.00
Draw Down(%) NA 3.06 8.21 15.82 15.82 NA NA 3.06 6.29 2.99 8.44 15.82 2.13 12.10 1.65 1.50 0.99 5.45 2.25 1.08
Yield(%) 0.33 4.02 3.85 3.17 3.42 3.15 2.36 1.62 3.79 3.74 3.75 2.96 2.70 3.48 3.46 3.82 4.68 3.78 3.78 4.16
Data as of 06/05/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DCOIX (DELAWARE TAX-FREE COLORADO FUND INSTITUTIONAL CLASS) -3.23%
Oct 2020 – Oct 2023
0.25%
Oct 2018 – Oct 2023
2.36%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DCOIX (DELAWARE TAX-FREE COLORADO FUND INSTITUTIONAL CLASS) 6.24%
Oct 2022 – Oct 2025
4.90%
Nov 2016 – Nov 2021
3.22%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return