Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVTNX (Delaware Tax-Free NY B) | NA | 10.20% | 5.26% | 4.66% | 4.16% | 4.88% | NA | … | … |
Data as of 10/17/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVTNX (Delaware Tax-Free NY 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 | 10.20 | 5.26 | 4.66 | 4.16 | 4.88 | NA | … | … | 9.30 | -5.62 | 9.43 | 9.17 | 1.15 | 13.65 | -3.94 | 1.41 | 4.17 | 3.35 | 4.42 | 4.83 | 9.49 | 3.18 | 11.28 | -6.73 | 0.78 |
| Sharpe Ratio | NA | 5.27 | 1.71 | 1.50 | 0.95 | NA | NA | … | … | 6.32 | -1.41 | 3.58 | 3.02 | 0.33 | 4.00 | -0.81 | -0.68 | 0.41 | 0.48 | 0.92 | 1.05 | 2.51 | 0.30 | 2.71 | -3.00 | 1.32 |
| Standard Deviation(%) | NA | 1.93 | 3.05 | 3.06 | 3.36 | NA | NA | … | … | 1.86 | 4.01 | 2.64 | 3.03 | 3.23 | 3.39 | 5.99 | 2.37 | 2.14 | 2.46 | 3.78 | 3.96 | 3.35 | 2.92 | 2.67 | 3.32 | 2.31 |
| Draw Down(%) | NA | 0.94 | 10.28 | 10.28 | 11.04 | NA | NA | … | … | 0.72 | 9.73 | 2.43 | 3.26 | 6.47 | 3.04 | 11.04 | 2.93 | 1.14 | 1.86 | 5.93 | 5.89 | 3.50 | 3.93 | 2.92 | 8.48 | 0.90 |
| Yield(%) | 0.00 | 3.13 | 3.16 | 3.13 | 3.26 | 3.89 | 2.83 | … | … | 2.30 | 2.92 | 3.15 | 3.15 | 2.92 | 3.53 | 3.18 | 3.27 | 3.52 | 3.50 | 3.85 | 3.87 | 4.36 | 4.35 | 4.96 | 4.30 | 0.88 |
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 |
|---|---|---|---|---|
| DVTNX (Delaware Tax-Free NY B) |
0.49%
Dec 2005 – Dec 2008 |
1.83%
Dec 2003 – Dec 2008 |
3.02%
Dec 1998 – Dec 2008 |
3.78%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTNX (Delaware Tax-Free NY B) |
8.82%
May 2000 – May 2003 |
6.98%
Jan 2000 – Jan 2005 |
5.27%
May 2000 – May 2010 |
4.73%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart