Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUICX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS C) | 1.53% | 5.53% | 3.15% | -0.28% | 1.22% | 1.85% | 2.19% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUICX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS C) | 11/29/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.53 | 3.15 | -0.28 | 1.22 | 1.85 | 2.19 | … | … | 1.53 | 1.24 | 2.44 | 6.87 | -12.79 | 2.31 | 4.98 | 6.79 | -0.21 | 4.15 | -1.63 | 1.61 | 6.04 | -3.34 | 4.85 | 7.76 | 1.46 | 10.33 | -1.77 | 0.80 | 3.33 | 2.59 | 4.05 | 5.23 | 8.18 | 4.24 | 8.54 | -2.24 | 4.94 | 5.50 | 3.73 | 0.78 |
| Sharpe Ratio | NA | 0.90 | -0.02 | -0.64 | -0.10 | NA | NA | … | … | 0.32 | -0.29 | -0.33 | 0.73 | -2.89 | 1.42 | 0.60 | 3.20 | -1.01 | 1.89 | -0.75 | 0.89 | 3.70 | -1.19 | 2.36 | 3.46 | 0.52 | 3.49 | -0.62 | -1.11 | -0.05 | 0.12 | 0.85 | 1.34 | 2.40 | 0.75 | 2.28 | -2.70 | 0.73 | 0.96 | 0.03 | 2.02 |
| Standard Deviation(%) | NA | 3.19 | 4.57 | 4.38 | 4.16 | NA | NA | … | … | 3.42 | 5.69 | 3.59 | 4.44 | 4.95 | 1.60 | 7.87 | 1.66 | 1.59 | 1.86 | 2.46 | 1.78 | 1.63 | 2.85 | 2.05 | 2.23 | 2.62 | 2.94 | 4.39 | 2.13 | 1.81 | 2.65 | 3.59 | 3.38 | 2.93 | 2.43 | 1.89 | 2.08 | 2.02 | 1.88 | 3.10 | 2.98 |
| Draw Down(%) | NA | 3.18 | 6.66 | 17.18 | 17.18 | NA | NA | … | … | 3.18 | 6.31 | 2.59 | 7.01 | 16.62 | 2.35 | 12.63 | 1.63 | 1.90 | 1.39 | 5.83 | 2.60 | 1.07 | 6.25 | 1.95 | 1.92 | 5.26 | 2.43 | 8.47 | 2.83 | 1.21 | 2.48 | 5.25 | 5.38 | 3.83 | 3.02 | 1.74 | 4.02 | 1.27 | 1.42 | 2.68 | 1.13 |
| Yield(%) | 0.25 | 3.28 | 3.01 | 2.35 | 2.29 | 2.32 | 2.45 | … | … | 1.24 | 3.16 | 2.86 | 2.79 | 2.10 | 1.72 | 2.25 | 2.51 | 2.29 | 2.16 | 1.96 | 2.08 | 2.18 | 1.93 | 2.09 | 2.34 | 2.71 | 2.83 | 2.51 | 2.69 | 2.75 | 2.74 | 2.84 | 3.00 | 3.42 | 3.62 | 4.00 | 3.51 | 3.81 | 3.94 | 4.37 | 0.40 |
Data as of 06/05/2026, Common starting date is 11/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUICX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS C) |
-3.82%
Oct 2020 – Oct 2023 |
-0.79%
Oct 2017 – Oct 2022 |
0.24%
Oct 2012 – Oct 2022 |
1.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUICX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS C) |
8.13%
May 2000 – May 2003 |
6.35%
Jan 2000 – Jan 2005 |
4.64%
May 2000 – May 2010 |
4.27%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart