Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVABX (Delaware Tax-Free AZ B) | NA | 9.45% | 4.35% | 3.98% | 3.53% | 4.24% | NA | … | … |
Data as of 10/17/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVABX (Delaware Tax-Free AZ B) | 11/12/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.45 | 4.35 | 3.98 | 3.53 | 4.24 | NA | … | … | 8.71 | -5.51 | 7.24 | 8.55 | 1.10 | 13.13 | -4.72 | 1.00 | 3.62 | 2.58 | 3.87 | 3.94 | 8.25 | 3.62 | 10.47 | -4.75 | 0.80 |
| Sharpe Ratio | NA | 4.58 | 1.49 | 1.30 | 0.75 | NA | NA | … | … | 5.78 | -1.43 | 3.18 | 2.79 | 0.30 | 3.71 | -0.89 | -0.88 | 0.16 | 0.16 | 0.75 | 0.83 | 2.13 | 0.47 | 2.71 | -3.19 | 1.60 |
| Standard Deviation(%) | NA | 2.06 | 2.90 | 3.01 | 3.40 | NA | NA | … | … | 1.91 | 3.88 | 2.28 | 3.06 | 3.37 | 3.52 | 6.29 | 2.31 | 2.01 | 2.57 | 3.88 | 3.92 | 3.35 | 2.80 | 2.37 | 2.50 | 1.99 |
| Draw Down(%) | NA | 1.17 | 10.00 | 10.00 | 11.61 | NA | NA | … | … | 0.72 | 9.70 | 2.39 | 3.54 | 6.70 | 2.73 | 11.61 | 2.77 | 1.25 | 2.29 | 6.22 | 6.35 | 3.48 | 3.77 | 2.70 | 5.83 | 0.56 |
| Yield(%) | 0.00 | 3.83 | 3.85 | 3.59 | 3.40 | 3.89 | 2.89 | … | … | 2.60 | 3.77 | 4.24 | 3.03 | 3.39 | 3.44 | 3.18 | 3.33 | 3.36 | 3.33 | 3.60 | 4.03 | 5.02 | 4.45 | 4.20 | 3.83 | 0.62 |
Data as of 10/17/2014, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVABX (Delaware Tax-Free AZ B) |
-0.09%
Dec 2005 – Dec 2008 |
1.22%
Dec 2003 – Dec 2008 |
2.69%
Dec 1998 – Dec 2008 |
3.35%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVABX (Delaware Tax-Free AZ B) |
8.06%
May 2000 – May 2003 |
6.26%
Jan 2000 – Jan 2005 |
4.59%
May 2000 – May 2010 |
4.13%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart