Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTNIX (DELAWARE TAX-FREE NEW YORK FUND INSTITUTIONAL CLASS) | 2.33% | 7.54% | 3.80% | 0.72% | 2.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTNIX (DELAWARE TAX-FREE NEW YORK FUND INSTITUTIONAL CLASS) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 7.54 | 3.80 | 0.72 | 2.39 | NA | NA | … | … | 2.33 | 1.39 | 2.88 | 8.79 | -12.04 | 4.17 | 5.52 | 7.92 | 0.79 | 6.39 | 0.57 | 4.11 | 11.93 |
| Sharpe Ratio | NA | 1.19 | 0.19 | -0.34 | 0.15 | NA | NA | … | … | 0.61 | -0.22 | -0.17 | 0.88 | -2.31 | 2.19 | 0.59 | 3.40 | -0.33 | 2.66 | 0.14 | 1.87 | 5.76 |
| Standard Deviation(%) | NA | 3.88 | 5.65 | 5.34 | 4.92 | NA | NA | … | … | 4.17 | 6.76 | 4.40 | 5.91 | 5.84 | 1.89 | 8.91 | 1.89 | 1.81 | 2.16 | 2.58 | 2.18 | 2.08 |
| Draw Down(%) | NA | 3.25 | 8.50 | 17.03 | 17.03 | NA | NA | … | … | 3.25 | 6.90 | 3.31 | 8.50 | 17.03 | 2.42 | 13.36 | 1.43 | 1.79 | 1.10 | 5.80 | 2.29 | 1.26 |
| Yield(%) | 0.00 | 4.01 | 3.86 | 3.19 | 3.42 | 3.12 | 2.34 | … | … | 1.44 | 4.01 | 3.77 | 3.84 | 3.00 | 2.68 | 3.88 | 3.89 | 3.60 | 4.25 | 3.29 | 3.41 | 3.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DTNIX (DELAWARE TAX-FREE NEW YORK FUND INSTITUTIONAL CLASS) |
-2.86%
Oct 2020 – Oct 2023 |
0.28%
Oct 2017 – Oct 2022 |
2.21%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTNIX (DELAWARE TAX-FREE NEW YORK FUND INSTITUTIONAL CLASS) |
6.19%
Oct 2022 – Oct 2025 |
5.03%
Nov 2016 – Nov 2021 |
3.34%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart