Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMNIX (DELAWARE TAX-FREE MINNESOTA FUND INSTITUTIONAL CLASS) | 1.75% | 8.39% | 3.77% | 0.77% | 2.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMNIX (DELAWARE TAX-FREE MINNESOTA FUND INSTITUTIONAL CLASS) | 01/02/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 8.39 | 3.77 | 0.77 | 2.06 | NA | NA | … | … | 1.75 | 3.57 | 3.02 | 4.87 | -9.65 | 2.40 | 4.29 | 6.90 | 0.89 | 5.75 | 0.37 | 3.44 | 9.36 |
| Sharpe Ratio | NA | 1.65 | 0.18 | -0.38 | 0.10 | NA | NA | … | … | 0.40 | 0.10 | -0.15 | 0.26 | -2.43 | 1.62 | 0.51 | 3.05 | -0.28 | 2.35 | 0.06 | 1.95 | 5.18 |
| Standard Deviation(%) | NA | 3.51 | 5.19 | 4.66 | 4.33 | NA | NA | … | … | 4.00 | 6.60 | 3.88 | 4.66 | 4.57 | 1.47 | 7.82 | 1.78 | 1.75 | 2.17 | 2.51 | 1.75 | 1.81 |
| Draw Down(%) | NA | 3.62 | 7.69 | 14.25 | 14.25 | NA | NA | … | … | 3.62 | 7.07 | 2.88 | 8.19 | 14.16 | 1.81 | 11.36 | 1.58 | 1.69 | 1.06 | 4.78 | 1.51 | 1.02 |
| Yield(%) | 0.00 | 3.67 | 3.57 | 2.89 | 3.12 | 2.84 | 2.13 | … | … | 1.28 | 3.77 | 3.59 | 3.37 | 2.50 | 2.43 | 2.98 | 3.34 | 3.42 | 4.67 | 3.42 | 3.76 | 4.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DMNIX (DELAWARE TAX-FREE MINNESOTA FUND INSTITUTIONAL CLASS) |
-3.42%
Oct 2020 – Oct 2023 |
-0.16%
Jul 2020 – Jul 2025 |
1.69%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMNIX (DELAWARE TAX-FREE MINNESOTA FUND INSTITUTIONAL CLASS) |
5.15%
Oct 2022 – Oct 2025 |
4.14%
Nov 2016 – Nov 2021 |
2.48%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart