Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAZIX (DELAWARE TAX-FREE ARIZONA FUND INSTITUTIONAL CLASS) | NA | -5.50% | 1.94% | -0.59% | 1.75% | NA | NA | … | … |
Data as of 11/24/2025, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAZIX (DELAWARE TAX-FREE ARIZONA FUND INSTITUTIONAL CLASS) | 01/02/2014 | 11/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.50 | 1.94 | -0.59 | 1.75 | NA | NA | … | … | -4.56 | 3.06 | 7.03 | -13.51 | 4.57 | 5.94 | 7.26 | 1.30 | 5.91 | 1.11 | 3.28 | 11.81 |
| Sharpe Ratio | NA | -1.18 | -0.26 | -0.53 | 0.04 | NA | NA | … | … | -1.12 | -0.11 | 0.52 | -2.49 | 2.52 | 0.63 | 3.05 | -0.05 | 2.54 | 0.34 | 1.56 | 5.70 |
| Standard Deviation(%) | NA | 7.07 | 6.22 | 5.56 | 5.02 | NA | NA | … | … | 7.17 | 5.07 | 6.50 | 6.01 | 1.80 | 8.97 | 1.90 | 1.56 | 2.08 | 2.58 | 2.08 | 2.08 |
| Draw Down(%) | NA | 8.36 | 11.51 | 19.80 | 19.80 | NA | NA | … | … | 7.26 | 3.61 | 11.51 | 18.41 | 2.08 | 13.46 | 1.54 | 1.40 | 1.04 | 5.10 | 2.23 | 1.07 |
| Yield(%) | 0.00 | 2.08 | 3.17 | 2.91 | 3.31 | 2.85 | 2.14 | … | … | 1.52 | 3.67 | 3.60 | 2.88 | 3.40 | 3.50 | 3.48 | 3.70 | 4.38 | 3.49 | 3.47 | 4.20 |
Data as of 11/24/2025, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAZIX (DELAWARE TAX-FREE ARIZONA FUND INSTITUTIONAL CLASS) |
-4.48%
Oct 2020 – Oct 2023 |
-0.60%
Oct 2018 – Oct 2023 |
1.79%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAZIX (DELAWARE TAX-FREE ARIZONA FUND INSTITUTIONAL CLASS) |
6.14%
Jul 2018 – Jul 2021 |
5.10%
Nov 2016 – Nov 2021 |
2.96%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart