Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVTFX (Delaware Tax-Free CA B) | NA | 10.98% | 6.10% | 5.31% | 4.23% | 4.97% | NA | … | … |
Data as of 10/17/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVTFX (Delaware Tax-Free CA 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 | 10.98 | 6.10 | 5.31 | 4.23 | 4.97 | NA | … | … | 9.94 | -5.14 | 10.74 | 10.44 | 1.90 | 16.85 | -8.79 | -0.87 | 4.43 | 4.39 | 5.50 | 4.15 | 8.28 | 4.05 | 13.76 | -8.23 | 0.82 |
| Sharpe Ratio | NA | 5.40 | 1.89 | 1.57 | 0.85 | NA | NA | … | … | 6.41 | -1.19 | 4.16 | 3.09 | 0.48 | 3.95 | -1.38 | -1.42 | 0.50 | 0.82 | 1.10 | 0.90 | 2.14 | 0.62 | 3.04 | -3.34 | 1.39 |
| Standard Deviation(%) | NA | 2.03 | 3.20 | 3.35 | 3.82 | NA | NA | … | … | 1.96 | 4.33 | 2.59 | 3.37 | 3.78 | 4.24 | 7.04 | 2.74 | 2.26 | 2.71 | 4.15 | 3.86 | 3.35 | 2.83 | 3.20 | 3.43 | 2.40 |
| Draw Down(%) | NA | 0.83 | 10.12 | 10.12 | 13.80 | NA | NA | … | … | 0.75 | 9.93 | 2.77 | 3.24 | 7.38 | 4.09 | 13.78 | 4.24 | 1.23 | 2.17 | 6.34 | 6.24 | 3.36 | 3.90 | 4.05 | 9.60 | 0.72 |
| Yield(%) | 0.00 | 3.47 | 3.51 | 3.52 | 3.39 | 4.00 | 2.91 | … | … | 2.52 | 3.35 | 3.34 | 3.64 | 3.44 | 3.99 | 3.27 | 3.23 | 3.20 | 3.27 | 3.85 | 4.07 | 4.45 | 4.26 | 4.80 | 4.20 | 0.91 |
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 |
|---|---|---|---|---|
| DVTFX (Delaware Tax-Free CA B) |
-1.90%
Dec 2005 – Dec 2008 |
0.78%
Dec 2003 – Dec 2008 |
2.45%
Dec 1998 – Dec 2008 |
3.84%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTFX (Delaware Tax-Free CA B) |
9.68%
May 2000 – May 2003 |
7.79%
Jan 2000 – Jan 2005 |
5.24%
May 2000 – May 2010 |
4.79%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart