Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMOCX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS C) | 1.42% | 7.48% | 2.77% | -0.21% | 0.96% | 2.00% | 2.33% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMOCX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS C) | 05/26/1994 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 7.48 | 2.77 | -0.21 | 0.96 | 2.00 | 2.33 | … | … | 1.42 | 2.54 | 2.01 | 3.84 | -10.52 | 1.38 | 3.11 | 6.01 | -0.37 | 3.75 | -0.55 | 2.40 | 8.50 | -3.73 | 6.18 | 9.80 | 0.31 | 12.01 | -3.81 | 1.32 | 3.95 | 3.35 | 4.01 | 5.79 | 7.85 | 3.42 | 10.16 | -5.54 | 5.08 | 8.71 | 2.62 | 16.61 | -3.21 |
| Sharpe Ratio | NA | 1.36 | -0.02 | -0.59 | -0.16 | NA | NA | … | … | 0.20 | -0.05 | -0.43 | 0.04 | -2.67 | 0.99 | 0.36 | 2.64 | -1.11 | 1.54 | -0.33 | 1.43 | 5.20 | -1.20 | 3.17 | 3.63 | 0.08 | 4.30 | -0.85 | -0.79 | 0.26 | 0.42 | 0.81 | 1.40 | 2.36 | 0.37 | 2.28 | -3.44 | 0.68 | 1.56 | -0.22 | 2.93 | -1.95 |
| Standard Deviation(%) | NA | 3.46 | 5.16 | 4.62 | 4.28 | NA | NA | … | … | 3.91 | 6.66 | 3.79 | 4.56 | 4.50 | 1.37 | 7.82 | 1.71 | 1.58 | 2.02 | 2.37 | 1.66 | 1.63 | 3.14 | 1.95 | 2.69 | 2.72 | 2.77 | 5.62 | 2.33 | 2.07 | 2.58 | 3.73 | 3.62 | 2.84 | 2.63 | 2.61 | 2.59 | 2.37 | 3.20 | 4.73 | 4.32 | 4.49 |
| Draw Down(%) | NA | 3.61 | 8.05 | 16.10 | 16.10 | NA | NA | … | … | 3.61 | 7.21 | 2.87 | 8.85 | 14.74 | 1.72 | 11.47 | 1.57 | 2.31 | 1.44 | 5.24 | 1.74 | 0.80 | 7.43 | 1.75 | 2.58 | 5.51 | 2.06 | 10.57 | 3.12 | 1.15 | 2.06 | 5.73 | 5.57 | 3.04 | 3.29 | 3.31 | 6.63 | 1.87 | 2.76 | 5.23 | 3.30 | 7.84 |
| Yield(%) | 0.00 | 2.73 | 2.61 | 2.02 | 2.11 | 2.58 | 2.76 | … | … | 0.96 | 2.80 | 2.60 | 2.40 | 1.59 | 1.44 | 1.93 | 2.49 | 2.19 | 2.83 | 2.41 | 2.75 | 3.13 | 2.95 | 3.68 | 4.28 | 3.37 | 3.39 | 3.59 | 3.35 | 3.39 | 3.62 | 5.02 | 5.51 | 4.43 | 4.25 | 4.46 | 4.09 | 4.51 | 4.41 | 4.24 | 4.85 | 2.74 |
Data as of 06/05/2026, Common starting date is 05/26/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMOCX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS C) |
-4.40%
Oct 2020 – Oct 2023 |
-1.18%
Jul 2020 – Jul 2025 |
0.46%
Oct 2012 – Oct 2022 |
1.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMOCX (DELAWARE TAX-FREE MINNESOTA FUND DELAWARE TAX-FREE MINNESOTA FUND CLASS C) |
9.29%
Nov 1994 – Nov 1997 |
6.64%
Jan 2000 – Jan 2005 |
5.77%
Nov 1994 – Nov 2004 |
4.99%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart