Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTFIX (DELAWARE TAX-FREE USA FUND INSTITUTIONAL CLASS) | 2.04% | 7.33% | 4.11% | -0.09% | 2.32% | 3.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTFIX (DELAWARE TAX-FREE USA FUND INSTITUTIONAL CLASS) | 01/09/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 7.33 | 4.11 | -0.09 | 2.32 | 3.55 | NA | … | … | 2.04 | 0.95 | 2.85 | 11.39 | -16.01 | 4.08 | 8.35 | 8.38 | 0.59 | 6.40 | -0.21 | 3.79 | 11.45 | -4.95 | 11.16 | 10.96 | 1.92 | 8.61 |
| Sharpe Ratio | NA | 1.05 | 0.23 | -0.40 | 0.11 | NA | NA | … | … | 0.42 | -0.25 | -0.14 | 1.01 | -2.39 | 1.51 | 0.73 | 3.01 | -0.39 | 2.57 | -0.16 | 1.85 | 5.67 | -1.26 | 4.29 | 3.69 | 0.56 | 2.94 |
| Standard Deviation(%) | NA | 4.13 | 6.79 | 6.58 | 6.01 | NA | NA | … | … | 4.31 | 7.66 | 5.65 | 7.72 | 7.33 | 2.69 | 10.98 | 2.29 | 2.02 | 2.24 | 2.74 | 2.03 | 2.02 | 3.95 | 2.61 | 2.96 | 3.25 | 2.97 |
| Draw Down(%) | NA | 3.57 | 11.36 | 22.82 | 22.82 | NA | NA | … | … | 3.57 | 8.16 | 4.04 | 11.36 | 21.70 | 2.86 | 16.46 | 2.07 | 2.07 | 1.19 | 6.16 | 1.97 | 0.77 | 9.18 | 2.38 | 2.99 | 5.88 | 3.49 |
| Yield(%) | 0.00 | 4.26 | 4.29 | 3.34 | 3.66 | 4.16 | 3.70 | … | … | 1.43 | 4.41 | 4.28 | 4.36 | 3.17 | 2.90 | 3.94 | 4.02 | 3.79 | 4.13 | 4.43 | 3.87 | 4.55 | 3.87 | 5.10 | 4.69 | 3.77 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTFIX (DELAWARE TAX-FREE USA FUND INSTITUTIONAL CLASS) |
-4.61%
Oct 2020 – Oct 2023 |
-0.39%
Oct 2017 – Oct 2022 |
1.35%
Oct 2012 – Oct 2022 |
3.03%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTFIX (DELAWARE TAX-FREE USA FUND INSTITUTIONAL CLASS) |
8.95%
Jul 2009 – Jul 2012 |
6.72%
Jan 2011 – Jan 2016 |
5.74%
Jan 2011 – Jan 2021 |
4.18%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart