Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTPIX (DELAWARE TAX-FREE PENNSYLVANIA FUND INSTITUTIONAL CLASS) | 2.27% | 8.65% | 4.44% | 1.14% | 2.66% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTPIX (DELAWARE TAX-FREE PENNSYLVANIA FUND INSTITUTIONAL CLASS) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 8.65 | 4.44 | 1.14 | 2.66 | NA | NA | … | … | 2.27 | 2.31 | 3.00 | 9.12 | -11.46 | 4.63 | 5.37 | 7.60 | 0.91 | 6.59 | 1.00 | 3.50 | 11.57 |
| Sharpe Ratio | NA | 1.43 | 0.28 | -0.26 | 0.21 | NA | NA | … | … | 0.59 | -0.08 | -0.13 | 0.92 | -2.20 | 2.45 | 0.62 | 3.15 | -0.25 | 2.62 | 0.29 | 1.63 | 5.29 |
| Standard Deviation(%) | NA | 3.70 | 5.84 | 5.47 | 4.87 | NA | NA | … | … | 4.06 | 7.01 | 4.64 | 5.97 | 5.88 | 1.88 | 8.20 | 1.94 | 1.85 | 2.27 | 2.69 | 2.13 | 2.19 |
| Draw Down(%) | NA | 3.28 | 8.66 | 17.08 | 17.08 | NA | NA | … | … | 3.28 | 7.26 | 3.20 | 8.66 | 17.06 | 2.43 | 12.61 | 1.45 | 1.57 | 0.98 | 5.20 | 1.85 | 1.26 |
| Yield(%) | 0.00 | 4.01 | 4.06 | 3.39 | 3.72 | 3.35 | 2.51 | … | … | 1.41 | 4.09 | 4.03 | 4.13 | 3.11 | 3.22 | 4.17 | 4.55 | 3.96 | 4.84 | 3.74 | 3.79 | 4.22 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| DTPIX (DELAWARE TAX-FREE PENNSYLVANIA FUND INSTITUTIONAL CLASS) |
-2.75%
Oct 2020 – Oct 2023 |
0.37%
Oct 2017 – Oct 2022 |
2.35%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTPIX (DELAWARE TAX-FREE PENNSYLVANIA FUND INSTITUTIONAL CLASS) |
6.68%
Oct 2022 – Oct 2025 |
5.13%
Nov 2016 – Nov 2021 |
3.41%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
