Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVTAX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS A) | 1.96% | 7.45% | 3.87% | 0.50% | 2.13% | 3.64% | 3.61% | … | … |
Data as of 06/08/2026, Common starting date is 03/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVTAX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS A) | 03/23/1995 | 06/08/2026 |
| 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 (%) | -0.09 | 7.45 | 3.87 | 0.50 | 2.13 | 3.64 | 3.61 | … | … | 1.96 | 0.87 | 2.80 | 9.17 | -12.31 | 3.92 | 5.64 | 8.11 | -0.22 | 6.39 | 0.25 | 3.95 | 12.56 | -5.02 | 11.61 | 11.29 | 2.50 | 17.78 | -8.04 | -0.11 | 5.14 | 5.29 | 6.03 | 4.94 | 8.71 | 4.84 | 14.53 | -7.56 | 7.12 | 11.89 | 3.86 | 10.62 |
| Sharpe Ratio | NA | 1.22 | 0.10 | -0.35 | 0.09 | NA | NA | … | … | 0.50 | -0.29 | -0.17 | 0.88 | -2.09 | 1.95 | 0.60 | 3.15 | -0.87 | 2.62 | 0.01 | 1.79 | 5.91 | -1.15 | 4.33 | 3.41 | 0.62 | 4.16 | -1.28 | -1.13 | 0.74 | 1.06 | 1.22 | 1.07 | 2.20 | 0.81 | 3.17 | -3.11 | 1.18 | 2.29 | 0.04 | 1.96 |
| Standard Deviation(%) | NA | 3.86 | 5.93 | 5.75 | 5.16 | NA | NA | … | … | 4.25 | 6.95 | 4.84 | 6.32 | 6.59 | 2.00 | 8.89 | 2.11 | 1.84 | 2.20 | 2.88 | 2.19 | 2.12 | 4.39 | 2.69 | 3.30 | 3.85 | 4.25 | 7.03 | 2.90 | 2.33 | 2.87 | 4.12 | 3.94 | 3.43 | 2.97 | 3.25 | 3.51 | 3.10 | 3.57 | 5.44 | 5.10 |
| Draw Down(%) | NA | 3.54 | 8.76 | 18.41 | 18.41 | NA | NA | … | … | 3.54 | 7.63 | 3.38 | 8.91 | 18.38 | 2.46 | 13.90 | 1.68 | 1.95 | 1.30 | 6.27 | 2.08 | 0.82 | 9.98 | 2.70 | 3.16 | 7.21 | 4.13 | 13.11 | 3.96 | 1.16 | 1.98 | 6.24 | 6.06 | 3.37 | 3.85 | 3.99 | 9.18 | 2.22 | 2.10 | 5.81 | 4.32 |
| Yield(%) | 0.00 | 4.09 | 3.75 | 3.06 | 3.26 | 3.87 | 3.81 | … | … | 1.66 | 3.72 | 3.46 | 3.66 | 2.83 | 2.82 | 3.57 | 4.51 | 3.12 | 3.36 | 3.42 | 3.45 | 4.05 | 3.51 | 4.13 | 4.40 | 4.14 | 4.80 | 4.02 | 4.00 | 3.97 | 4.05 | 4.43 | 4.83 | 4.84 | 5.02 | 5.57 | 4.93 | 5.32 | 5.61 | 5.62 | 4.69 |
Data as of 06/08/2026, Common starting date is 03/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTAX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS A) |
-3.29%
Oct 2020 – Oct 2023 |
-0.33%
Oct 2017 – Oct 2022 |
1.52%
Oct 2012 – Oct 2022 |
2.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTAX (DELAWARE TAX-FREE CALIFORNIA FUND DELAWARE TAX-FREE CALIFORNIA FUND CLASS A) |
10.35%
May 2000 – May 2003 |
8.46%
Jan 2000 – Jan 2005 |
6.59%
Jun 1995 – Jun 2005 |
6.18%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart