Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DELIX (DELAWARE TAX-FREE PENNSYLVANIA FUND DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS A) | 2.19% | 8.26% | 4.14% | 0.84% | 2.22% | 3.26% | 3.47% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELIX (DELAWARE TAX-FREE PENNSYLVANIA FUND DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS A) | 06/21/1996 | 06/03/2026 |
| 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 (%) | 0.56 | 8.26 | 4.14 | 0.84 | 2.22 | 3.26 | 3.47 | … | … | 2.19 | 1.92 | 2.87 | 8.89 | -11.78 | 4.04 | 4.68 | 7.49 | 0.48 | 5.32 | 0.62 | 3.25 | 11.54 | -4.90 | 7.93 | 10.52 | 1.94 | 16.19 | -6.07 | 2.29 | 4.57 | 4.04 | 4.38 | 5.14 | 9.22 | 4.96 | 9.40 | -4.76 | 5.04 | 7.47 | 5.48 |
| Sharpe Ratio | NA | 1.40 | 0.25 | -0.31 | 0.12 | NA | NA | … | … | 0.64 | -0.14 | -0.17 | 0.87 | -2.28 | 2.08 | 0.54 | 3.04 | -0.51 | 2.31 | 0.16 | 1.55 | 5.53 | -1.31 | 3.26 | 3.36 | 0.55 | 4.07 | -1.17 | -0.36 | 0.49 | 0.63 | 0.97 | 1.18 | 2.18 | 0.83 | 2.03 | -2.91 | 0.64 | 1.25 | 1.68 |
| Standard Deviation(%) | NA | 3.72 | 5.81 | 5.44 | 4.83 | NA | NA | … | … | 4.01 | 6.96 | 4.51 | 6.05 | 5.82 | 1.93 | 8.20 | 1.98 | 1.79 | 2.02 | 2.58 | 2.08 | 2.08 | 3.76 | 2.43 | 3.12 | 3.34 | 3.95 | 5.97 | 2.44 | 2.35 | 2.81 | 3.51 | 3.74 | 3.71 | 3.06 | 2.56 | 2.79 | 2.44 | 3.01 | 4.16 |
| Draw Down(%) | NA | 3.28 | 8.83 | 17.57 | 17.57 | NA | NA | … | … | 3.28 | 7.14 | 3.14 | 8.83 | 17.20 | 2.33 | 12.61 | 1.57 | 1.66 | 1.29 | 5.29 | 1.87 | 0.88 | 8.96 | 2.22 | 3.41 | 6.23 | 2.60 | 11.71 | 2.18 | 1.18 | 1.98 | 4.97 | 5.83 | 3.56 | 3.82 | 2.97 | 6.33 | 1.37 | 2.27 | 1.69 |
| Yield(%) | 0.00 | 3.79 | 3.82 | 3.12 | 3.31 | 3.70 | 3.84 | … | … | 1.34 | 3.84 | 3.77 | 3.94 | 2.89 | 2.64 | 3.41 | 4.58 | 3.41 | 3.61 | 3.48 | 3.54 | 4.08 | 3.66 | 3.99 | 4.34 | 4.96 | 6.15 | 4.18 | 4.20 | 4.22 | 4.35 | 4.52 | 4.55 | 5.02 | 5.00 | 5.41 | 4.92 | 6.10 | 5.32 | 4.66 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELIX (DELAWARE TAX-FREE PENNSYLVANIA FUND DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS A) |
-3.22%
Oct 2020 – Oct 2023 |
-0.19%
Oct 2017 – Oct 2022 |
1.35%
Oct 2012 – Oct 2022 |
2.68%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELIX (DELAWARE TAX-FREE PENNSYLVANIA FUND DELAWARE TAX-FREE PENNSYLVANIA FUND CLASS A) |
9.39%
Dec 2008 – Dec 2011 |
7.08%
Jan 2000 – Jan 2005 |
5.54%
May 2000 – May 2010 |
5.44%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart