Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCTIX (DELAWARE TAX-FREE CALIFORNIA FUND INSTITUTIONAL CLASS) | 2.05% | 7.41% | 4.10% | 0.80% | 2.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCTIX (DELAWARE TAX-FREE CALIFORNIA 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 (%) | -0.09 | 7.41 | 4.10 | 0.80 | 2.56 | NA | NA | … | … | 2.05 | 1.13 | 3.06 | 9.44 | -12.15 | 4.43 | 5.94 | 8.13 | 0.62 | 7.66 | 0.51 | 4.30 | 12.38 |
| Sharpe Ratio | NA | 1.21 | 0.14 | -0.30 | 0.18 | NA | NA | … | … | 0.55 | -0.25 | -0.12 | 0.92 | -2.06 | 2.18 | 0.64 | 3.17 | -0.40 | 3.08 | 0.10 | 1.92 | 5.99 |
| Standard Deviation(%) | NA | 3.92 | 5.93 | 5.75 | 5.16 | NA | NA | … | … | 4.26 | 6.94 | 4.82 | 6.32 | 6.63 | 2.03 | 8.89 | 2.10 | 1.92 | 2.28 | 2.84 | 2.22 | 2.07 |
| Draw Down(%) | NA | 3.54 | 8.71 | 18.28 | 18.28 | NA | NA | … | … | 3.54 | 7.61 | 3.35 | 8.76 | 18.28 | 2.42 | 13.89 | 1.60 | 1.91 | 1.14 | 6.16 | 2.05 | 1.08 |
| Yield(%) | 0.36 | 4.33 | 3.99 | 3.32 | 3.65 | 3.34 | 2.51 | … | … | 1.75 | 3.97 | 3.71 | 3.91 | 3.06 | 3.23 | 3.85 | 4.54 | 3.93 | 4.58 | 3.68 | 3.71 | 4.05 |
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 |
|---|---|---|---|---|
| DCTIX (DELAWARE TAX-FREE CALIFORNIA FUND INSTITUTIONAL CLASS) |
-2.97%
Oct 2020 – Oct 2023 |
0.16%
Oct 2017 – Oct 2022 |
2.40%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCTIX (DELAWARE TAX-FREE CALIFORNIA FUND INSTITUTIONAL CLASS) |
6.84%
Oct 2022 – Oct 2025 |
5.40%
Nov 2016 – Nov 2021 |
3.58%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart