Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMTFX (DELAWARE TAX-FREE USA FUND DELAWARE TAX-FREE USA FUND CLASS A) | 1.77% | 7.12% | 3.80% | -0.33% | 2.05% | 3.29% | 3.42% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMTFX (DELAWARE TAX-FREE USA FUND DELAWARE TAX-FREE USA 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 (%) | 0.69 | 7.12 | 3.80 | -0.33 | 2.05 | 3.29 | 3.42 | … | … | 1.77 | 0.77 | 2.49 | 11.18 | -16.19 | 3.74 | 7.99 | 8.31 | -0.02 | 6.14 | -0.11 | 3.45 | 11.17 | -5.15 | 10.96 | 10.63 | 2.60 | 16.14 | -6.80 | 0.68 | 5.16 | 3.83 | 5.05 | 6.70 | 8.50 | 4.36 | 10.90 | -5.17 | 4.86 | 8.18 | 4.22 |
| Sharpe Ratio | NA | 0.97 | 0.19 | -0.43 | 0.07 | NA | NA | … | … | 0.32 | -0.28 | -0.20 | 0.98 | -2.39 | 1.41 | 0.70 | 2.98 | -0.72 | 2.49 | -0.12 | 1.74 | 5.70 | -1.32 | 4.34 | 3.64 | 0.76 | 4.69 | -1.33 | -0.71 | 0.74 | 0.54 | 1.10 | 1.58 | 2.06 | 0.65 | 2.52 | -3.06 | 0.56 | 1.56 | 1.16 |
| Standard Deviation(%) | NA | 4.13 | 6.76 | 6.58 | 6.00 | NA | NA | … | … | 4.27 | 7.58 | 5.65 | 7.76 | 7.39 | 2.64 | 10.95 | 2.30 | 1.95 | 2.21 | 2.73 | 1.97 | 1.96 | 3.93 | 2.53 | 2.91 | 3.28 | 3.42 | 5.81 | 3.47 | 2.35 | 2.90 | 3.70 | 3.80 | 3.57 | 2.99 | 2.65 | 2.79 | 2.50 | 2.87 | 3.88 |
| Draw Down(%) | NA | 3.60 | 11.32 | 22.99 | 22.99 | NA | NA | … | … | 3.60 | 8.16 | 4.12 | 11.32 | 21.77 | 2.92 | 16.53 | 2.09 | 2.15 | 1.37 | 5.83 | 2.06 | 0.78 | 9.23 | 2.31 | 3.01 | 5.93 | 3.22 | 11.95 | 3.36 | 1.06 | 2.46 | 5.56 | 5.53 | 4.16 | 3.31 | 3.01 | 6.83 | 1.77 | 2.21 | 1.72 |
| Yield(%) | 0.00 | 4.04 | 4.07 | 3.15 | 3.44 | 3.91 | 3.90 | … | … | 1.35 | 4.17 | 4.04 | 4.13 | 2.99 | 2.64 | 3.57 | 4.02 | 3.23 | 3.86 | 4.48 | 3.63 | 4.24 | 3.65 | 4.86 | 4.42 | 4.37 | 4.90 | 4.15 | 4.02 | 4.00 | 4.29 | 4.48 | 4.79 | 4.83 | 5.18 | 5.62 | 5.09 | 5.26 | 6.97 | 3.90 |
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 |
|---|---|---|---|---|
| DMTFX (DELAWARE TAX-FREE USA FUND DELAWARE TAX-FREE USA FUND CLASS A) |
-4.86%
Oct 2020 – Oct 2023 |
-0.69%
Oct 2017 – Oct 2022 |
1.09%
Oct 2012 – Oct 2022 |
2.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMTFX (DELAWARE TAX-FREE USA FUND DELAWARE TAX-FREE USA FUND CLASS A) |
9.65%
Dec 2008 – Dec 2011 |
7.49%
Jan 2000 – Jan 2005 |
5.73%
Nov 2002 – Nov 2012 |
5.66%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
