Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMIIX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND INSTITUTIONAL CLASS) | NA | 2.98% | -1.09% | 0.58% | 1.87% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMIIX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND INSTITUTIONAL CLASS) | 01/02/2014 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.98 | -1.09 | 0.58 | 1.87 | NA | NA | … | … | -0.04 | 5.74 | -8.35 | 1.51 | 3.40 | 6.17 | 0.87 | 5.13 | 0.12 | 2.74 | 6.91 |
| Sharpe Ratio | NA | -0.21 | -1.01 | -0.26 | 0.22 | NA | NA | … | … | -1.35 | 0.37 | -2.33 | 1.02 | 0.45 | 2.82 | -0.27 | 2.13 | -0.04 | 1.64 | 4.31 |
| Standard Deviation(%) | NA | 3.95 | 3.62 | 4.28 | 3.30 | NA | NA | … | … | 2.77 | 4.08 | 4.19 | 1.46 | 6.99 | 1.69 | 1.64 | 2.12 | 2.20 | 1.65 | 1.61 |
| Draw Down(%) | NA | 6.18 | 13.07 | 13.07 | 13.07 | NA | NA | … | … | 1.78 | 6.57 | 12.83 | 1.95 | 10.61 | 1.42 | 1.78 | 1.17 | 4.67 | 1.53 | 1.05 |
| Yield(%) | 0.00 | 3.09 | 2.49 | 2.48 | 2.89 | 2.10 | 1.57 | … | … | 1.42 | 3.17 | 2.35 | 2.11 | 2.60 | 2.95 | 3.18 | 4.05 | 3.18 | 3.13 | 3.36 |
Data as of 07/23/2024, 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 |
|---|---|---|---|---|
| DMIIX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND INSTITUTIONAL CLASS) |
-2.92%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
1.78%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMIIX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND INSTITUTIONAL CLASS) |
4.62%
Feb 2017 – Feb 2020 |
3.51%
Nov 2016 – Nov 2021 |
2.11%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart