Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTFCX (Delaware Tax-Free USA B) | NA | 9.38% | 5.47% | 4.85% | 3.89% | 4.61% | NA | … | … |
Data as of 10/17/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTFCX (Delaware Tax-Free USA B) | 06/21/1996 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.38 | 5.47 | 4.85 | 3.89 | 4.61 | NA | … | … | 8.60 | -5.42 | 10.04 | 9.57 | 1.80 | 15.27 | -7.52 | -0.09 | 4.38 | 3.02 | 4.51 | 5.87 | 8.07 | 3.58 | 10.06 | -5.93 | 4.02 | 7.37 | 3.76 |
| Sharpe Ratio | NA | 4.77 | 1.85 | 1.62 | 0.48 | NA | NA | … | … | 5.69 | -1.41 | 4.10 | 3.26 | 0.54 | 4.54 | -1.47 | -0.20 | 0.50 | 0.30 | 0.97 | 1.38 | 1.99 | 0.44 | 2.36 | -3.43 | 0.30 | -17.28 | 1.00 |
| Standard Deviation(%) | NA | 1.96 | 2.94 | 2.97 | 6.03 | NA | NA | … | … | 1.91 | 3.87 | 2.46 | 2.92 | 3.16 | 3.35 | 5.73 | 15.90 | 2.16 | 2.82 | 3.68 | 3.74 | 3.51 | 2.89 | 2.55 | 2.67 | 2.38 | 2.76 | 3.77 |
| Draw Down(%) | NA | 0.93 | 9.43 | 9.43 | 12.62 | NA | NA | … | … | 0.78 | 9.26 | 2.31 | 3.02 | 5.92 | 3.19 | 12.62 | 11.97 | 1.12 | 2.59 | 5.68 | 5.65 | 4.05 | 3.37 | 3.07 | 7.27 | 1.84 | 2.27 | 1.78 |
| Yield(%) | 0.00 | 3.62 | 3.79 | 3.69 | 3.48 | 4.01 | 3.63 | … | … | 2.64 | 3.37 | 4.08 | 3.35 | 3.65 | 4.07 | 3.40 | 3.25 | 3.25 | 3.50 | 3.96 | 3.99 | 4.41 | 4.42 | 4.82 | 4.30 | 4.44 | 6.19 | 3.44 |
Data as of 10/17/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTFCX (Delaware Tax-Free USA B) |
-1.20%
Dec 2005 – Dec 2008 |
0.76%
Dec 2003 – Dec 2008 |
2.45%
Dec 1998 – Dec 2008 |
3.52%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTFCX (Delaware Tax-Free USA B) |
8.74%
Dec 2008 – Dec 2011 |
6.81%
Jan 2000 – Jan 2005 |
4.93%
Nov 2002 – Nov 2012 |
4.51%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart