Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVFTX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS C) | 1.64% | 6.33% | 3.06% | -0.24% | 1.38% | 2.86% | 2.84% | … | … |
Data as of 06/05/2026, Common starting date is 04/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVFTX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS C) | 04/18/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 6.33 | 3.06 | -0.24 | 1.38 | 2.86 | 2.84 | … | … | 1.64 | 0.12 | 1.94 | 8.45 | -13.04 | 3.21 | 4.74 | 7.24 | -0.89 | 5.60 | -0.58 | 3.26 | 11.62 | -5.72 | 10.75 | 10.47 | 1.80 | 16.99 | -8.82 | -0.86 | 4.44 | 4.41 | 5.45 | 4.16 | 8.06 | 4.15 | 13.69 | -8.15 | 6.31 | 11.18 | 6.51 |
| Sharpe Ratio | NA | 0.96 | -0.03 | -0.49 | -0.06 | NA | NA | … | … | 0.32 | -0.40 | -0.36 | 0.78 | -2.21 | 1.66 | 0.50 | 2.88 | -1.28 | 2.36 | -0.28 | 1.55 | 5.73 | -1.34 | 4.13 | 3.26 | 0.46 | 4.05 | -1.40 | -1.44 | 0.46 | 0.78 | 1.09 | 0.89 | 2.01 | 0.59 | 2.97 | -3.35 | 0.95 | 2.15 | 1.16 |
| Standard Deviation(%) | NA | 3.83 | 5.83 | 5.66 | 5.10 | NA | NA | … | … | 4.19 | 6.87 | 4.66 | 6.23 | 6.57 | 1.93 | 8.87 | 2.01 | 1.79 | 2.10 | 2.84 | 2.09 | 2.03 | 4.31 | 2.61 | 3.20 | 3.76 | 4.17 | 6.95 | 2.80 | 2.26 | 2.75 | 4.10 | 3.85 | 3.45 | 2.94 | 3.19 | 3.43 | 2.99 | 3.47 | 4.93 |
| Draw Down(%) | NA | 3.53 | 8.92 | 19.11 | 19.11 | NA | NA | … | … | 3.53 | 7.68 | 3.34 | 9.34 | 18.88 | 2.50 | 13.94 | 1.68 | 2.43 | 1.22 | 6.56 | 2.31 | 0.95 | 10.19 | 2.70 | 3.15 | 7.31 | 4.10 | 13.73 | 4.25 | 1.30 | 2.17 | 6.35 | 6.17 | 3.37 | 4.00 | 4.06 | 9.71 | 2.28 | 2.15 | 2.35 |
| Yield(%) | 0.27 | 3.31 | 2.99 | 2.40 | 2.56 | 3.05 | 3.04 | … | … | 1.34 | 3.00 | 2.71 | 2.92 | 2.14 | 2.06 | 2.73 | 3.69 | 2.45 | 2.60 | 2.66 | 2.71 | 3.18 | 2.79 | 3.33 | 3.65 | 3.43 | 3.99 | 3.28 | 3.25 | 3.21 | 3.29 | 3.80 | 4.08 | 4.33 | 4.27 | 4.82 | 4.22 | 4.55 | 4.86 | 3.64 |
Data as of 06/05/2026, Common starting date is 04/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVFTX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS C) |
-4.02%
Oct 2020 – Oct 2023 |
-1.09%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
2.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVFTX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS C) |
9.63%
May 2000 – May 2003 |
7.75%
Jan 2000 – Jan 2005 |
5.46%
May 1996 – May 2006 |
5.41%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart