Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEFFX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS A) | 1.99% | 8.48% | 3.63% | 0.59% | 1.75% | 2.80% | 3.12% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEFFX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS A) | 06/20/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 8.48 | 3.63 | 0.59 | 1.75 | 2.80 | 3.12 | … | … | 1.99 | 3.31 | 2.78 | 4.51 | -9.78 | 2.14 | 4.00 | 6.86 | 0.36 | 4.52 | 0.19 | 3.17 | 9.40 | -2.94 | 6.90 | 10.64 | 0.98 | 12.83 | -3.09 | 2.10 | 4.67 | 4.13 | 4.63 | 6.52 | 8.41 | 4.21 | 10.93 | -4.85 | 6.08 | 9.53 | 6.69 |
| Sharpe Ratio | NA | 1.66 | 0.07 | -0.42 | 0.02 | NA | NA | … | … | 0.55 | 0.06 | -0.22 | 0.19 | -2.49 | 1.48 | 0.48 | 3.00 | -0.61 | 1.86 | -0.01 | 1.79 | 5.34 | -0.93 | 3.40 | 3.87 | 0.32 | 4.45 | -0.72 | -0.43 | 0.57 | 0.70 | 0.96 | 1.56 | 2.46 | 0.65 | 2.44 | -3.13 | 1.03 | 1.81 | 2.23 |
| Standard Deviation(%) | NA | 3.52 | 5.18 | 4.65 | 4.31 | NA | NA | … | … | 3.98 | 6.63 | 3.81 | 4.65 | 4.52 | 1.43 | 7.82 | 1.79 | 1.67 | 2.08 | 2.46 | 1.75 | 1.76 | 3.20 | 2.03 | 2.74 | 2.80 | 2.86 | 5.60 | 2.45 | 2.20 | 2.68 | 3.81 | 3.72 | 2.95 | 2.72 | 2.75 | 2.63 | 2.54 | 3.21 | 4.17 |
| Draw Down(%) | NA | 3.62 | 7.77 | 14.70 | 14.70 | NA | NA | … | … | 3.62 | 7.08 | 2.79 | 8.35 | 14.30 | 1.81 | 11.45 | 1.58 | 1.73 | 1.34 | 4.88 | 1.56 | 0.68 | 7.14 | 1.68 | 2.67 | 5.28 | 2.06 | 10.15 | 2.83 | 1.04 | 1.95 | 5.62 | 5.38 | 3.17 | 3.23 | 3.17 | 6.27 | 1.73 | 2.62 | 2.08 |
| Yield(%) | 0.31 | 3.77 | 3.43 | 2.74 | 2.84 | 3.35 | 3.51 | … | … | 1.52 | 3.53 | 3.35 | 3.12 | 2.29 | 2.19 | 2.77 | 3.31 | 2.91 | 3.57 | 3.16 | 3.50 | 3.97 | 3.68 | 4.45 | 5.05 | 4.05 | 4.14 | 4.34 | 4.11 | 4.16 | 4.38 | 5.61 | 6.28 | 4.95 | 5.01 | 5.25 | 4.81 | 5.46 | 5.17 | 3.10 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFFX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS A) |
-3.66%
Oct 2020 – Oct 2023 |
-0.42%
Jul 2020 – Jul 2025 |
1.24%
Oct 2012 – Oct 2022 |
2.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFFX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS A) |
9.19%
May 2000 – May 2003 |
7.36%
Jan 2000 – Jan 2005 |
5.60%
Jan 2000 – Jan 2010 |
5.43%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart