Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVBTX (Delaware Tax-Free CO B) | NA | 10.24% | 4.58% | 4.09% | 3.66% | 4.25% | NA | … | … |
Data as of 10/17/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVBTX (Delaware Tax-Free CO 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 | 10.24 | 4.58 | 4.09 | 3.66 | 4.25 | NA | … | … | 9.30 | -5.53 | 7.19 | 8.91 | 0.96 | 13.43 | -5.51 | 1.10 | 3.91 | 3.46 | 3.70 | 4.53 | 6.42 | 4.48 | 10.47 | -6.99 | 0.86 |
| Sharpe Ratio | NA | 5.29 | 1.57 | 1.34 | 0.79 | NA | NA | … | … | 6.55 | -1.45 | 2.97 | 2.95 | 0.25 | 3.87 | -1.02 | -0.77 | 0.33 | 0.51 | 0.74 | 1.12 | 1.70 | 0.74 | 2.46 | -3.79 | 2.15 |
| Standard Deviation(%) | NA | 1.93 | 2.90 | 3.02 | 3.39 | NA | NA | … | … | 1.80 | 3.84 | 2.42 | 3.01 | 3.43 | 3.45 | 6.26 | 2.49 | 1.85 | 2.51 | 3.73 | 3.44 | 3.12 | 2.95 | 2.61 | 2.70 | 1.69 |
| Draw Down(%) | NA | 0.91 | 9.85 | 9.85 | 11.22 | NA | NA | … | … | 0.64 | 9.60 | 2.53 | 3.21 | 6.50 | 2.97 | 11.22 | 3.22 | 0.95 | 2.25 | 5.23 | 5.43 | 2.84 | 3.33 | 2.89 | 7.88 | 0.45 |
| Yield(%) | 0.00 | 3.48 | 3.35 | 3.26 | 3.35 | 3.80 | 2.79 | … | … | 2.53 | 3.33 | 3.11 | 3.17 | 3.15 | 3.82 | 3.39 | 3.42 | 3.63 | 3.67 | 3.87 | 3.99 | 4.24 | 4.29 | 4.55 | 4.05 | 0.68 |
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 |
|---|---|---|---|---|
| DVBTX (Delaware Tax-Free CO B) |
-0.24%
Dec 2005 – Dec 2008 |
1.27%
Dec 2003 – Dec 2008 |
2.43%
Dec 1998 – Dec 2008 |
3.21%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVBTX (Delaware Tax-Free CO B) |
7.89%
May 2000 – May 2003 |
6.44%
Jan 2000 – Jan 2005 |
4.67%
Jan 2000 – Jan 2010 |
4.11%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart