Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return