Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUIBX (Delaware Tax-Free USA Intermediate B) | NA | 5.95% | 3.64% | 3.50% | 3.22% | 4.14% | NA | … | … |
Data as of 10/17/2014, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUIBX (Delaware Tax-Free USA Intermediate B) | 03/21/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.95 | 3.64 | 3.50 | 3.22 | 4.14 | NA | … | … | 5.45 | -2.78 | 4.95 | 7.77 | 1.35 | 10.45 | -1.86 | 0.80 | 3.42 | 2.50 | 4.12 | 5.23 | 8.34 | 4.24 | 8.54 | -2.24 | 4.94 | 5.30 |
| Sharpe Ratio | NA | 3.70 | 1.56 | 1.46 | 0.83 | NA | NA | … | … | 4.41 | -0.96 | 2.39 | 3.52 | 0.47 | 3.57 | -0.64 | -1.07 | 0.06 | 0.13 | 0.90 | 1.35 | 2.47 | 0.80 | 2.38 | -2.63 | 0.80 | 1.83 |
| Standard Deviation(%) | NA | 1.60 | 2.30 | 2.35 | 2.67 | NA | NA | … | … | 1.55 | 2.93 | 2.06 | 2.20 | 2.71 | 2.90 | 4.37 | 2.08 | 1.90 | 2.60 | 3.53 | 3.38 | 2.94 | 2.43 | 1.89 | 2.08 | 2.02 | 1.81 |
| Draw Down(%) | NA | 1.00 | 5.91 | 6.21 | 8.47 | NA | NA | … | … | 1.00 | 5.91 | 1.95 | 1.92 | 5.27 | 2.46 | 8.47 | 2.83 | 1.12 | 2.48 | 5.25 | 5.38 | 3.76 | 3.02 | 1.74 | 4.02 | 1.27 | 0.85 |
| Yield(%) | 0.00 | 2.66 | 2.46 | 2.53 | 2.61 | 3.17 | 2.81 | … | … | 1.92 | 2.57 | 2.10 | 2.34 | 2.68 | 2.85 | 2.51 | 2.69 | 2.75 | 2.74 | 2.91 | 3.00 | 3.57 | 3.62 | 4.00 | 3.51 | 3.81 | 3.29 |
Data as of 10/17/2014, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUIBX (Delaware Tax-Free USA Intermediate B) |
0.62%
Oct 2005 – Oct 2008 |
1.77%
Dec 2003 – Dec 2008 |
3.00%
Dec 2003 – Dec 2013 |
3.56%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUIBX (Delaware Tax-Free USA Intermediate B) |
8.18%
May 2000 – May 2003 |
6.39%
Jan 2000 – Jan 2005 |
4.66%
May 2000 – May 2010 |
4.28%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart