Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DMUSX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS A) | 1.53% | 6.27% | 3.80% | 0.44% | 2.03% | 2.68% | 3.02% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DMUSX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE 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 (%) | 0.46 | 6.27 | 3.80 | 0.44 | 2.03 | 2.68 | 3.02 | … | … | 1.53 | 1.99 | 3.19 | 7.65 | -12.19 | 3.25 | 6.00 | 7.82 | 0.64 | 5.04 | -0.73 | 2.39 | 7.09 | -2.59 | 5.75 | 8.76 | 1.92 | 11.37 | -1.02 | 1.73 | 4.21 | 3.46 | 4.96 | 6.13 | 8.35 | 5.14 | 9.46 | -1.41 | 5.84 | 6.39 | 5.15 |
| Sharpe Ratio | NA | 1.08 | 0.21 | -0.47 | 0.09 | NA | NA | … | … | 0.37 | -0.16 | -0.12 | 0.90 | -2.74 | 1.84 | 0.73 | 3.45 | -0.44 | 2.19 | -0.38 | 1.32 | 4.18 | -0.90 | 2.71 | 3.91 | 0.67 | 3.85 | -0.45 | -0.66 | 0.41 | 0.44 | 1.12 | 1.58 | 2.39 | 1.08 | 2.58 | -2.18 | 1.10 | 1.33 | 2.31 |
| Standard Deviation(%) | NA | 3.21 | 4.62 | 4.42 | 4.21 | NA | NA | … | … | 3.39 | 5.72 | 3.65 | 4.50 | 5.00 | 1.75 | 7.86 | 1.84 | 1.72 | 2.01 | 2.49 | 1.79 | 1.69 | 2.91 | 2.12 | 2.23 | 2.75 | 2.93 | 4.44 | 2.15 | 1.95 | 2.74 | 3.57 | 3.42 | 3.02 | 2.52 | 2.03 | 2.19 | 2.16 | 2.04 | 2.75 |
| Draw Down(%) | NA | 3.18 | 6.50 | 16.40 | 16.40 | NA | NA | … | … | 3.18 | 6.24 | 2.57 | 6.56 | 16.20 | 2.14 | 12.48 | 1.63 | 1.65 | 1.33 | 5.62 | 2.33 | 1.00 | 5.91 | 1.97 | 1.92 | 5.06 | 2.30 | 7.94 | 2.41 | 1.00 | 2.35 | 5.12 | 5.25 | 4.10 | 2.94 | 1.66 | 3.62 | 1.20 | 1.29 | 0.97 |
| Yield(%) | 0.00 | 3.71 | 3.65 | 2.97 | 3.03 | 3.14 | 3.28 | … | … | 1.24 | 3.87 | 3.59 | 3.52 | 2.76 | 2.56 | 3.22 | 3.51 | 3.11 | 3.03 | 2.79 | 2.91 | 3.10 | 2.76 | 2.97 | 3.19 | 3.26 | 3.73 | 3.35 | 3.52 | 3.61 | 3.58 | 3.72 | 3.86 | 3.59 | 4.48 | 4.86 | 4.34 | 4.67 | 4.78 | 3.14 |
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 |
|---|---|---|---|---|
| DMUSX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS A) |
-3.06%
Oct 2020 – Oct 2023 |
0.08%
Jul 2020 – Jul 2025 |
1.12%
Oct 2012 – Oct 2022 |
2.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DMUSX (DELAWARE TAX-FREE USA INTERMEDIATE FUND DELAWARE TAX-FREE USA INTERMEDIATE FUND CLASS A) |
8.80%
May 2000 – May 2003 |
7.11%
Jan 2000 – Jan 2005 |
5.45%
Feb 2000 – Feb 2010 |
5.09%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart