Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUSIX (DELAWARE TAX-FREE USA INTERMEDIATE FUND INSTITUTIONAL CLASS) | 1.70% | 6.31% | 4.06% | 0.67% | 2.19% | 2.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUSIX (DELAWARE TAX-FREE USA INTERMEDIATE FUND INSTITUTIONAL CLASS) | 01/09/2009 | 06/05/2026 |
| 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 (%) | 0.09 | 6.31 | 4.06 | 0.67 | 2.19 | 2.85 | NA | … | … | 1.70 | 2.29 | 3.38 | 7.98 | -11.91 | 3.32 | 6.24 | 7.42 | 0.80 | 5.46 | -0.86 | 2.55 | 7.23 | -2.39 | 5.96 | 8.88 | 1.89 | 5.70 |
| Sharpe Ratio | NA | 1.14 | 0.27 | -0.41 | 0.13 | NA | NA | … | … | 0.42 | -0.11 | -0.07 | 0.96 | -2.65 | 1.90 | 0.76 | 3.29 | -0.34 | 2.41 | -0.43 | 1.35 | 4.21 | -0.83 | 2.78 | 3.92 | 0.66 | 2.13 |
| Standard Deviation(%) | NA | 3.27 | 4.64 | 4.45 | 4.22 | NA | NA | … | … | 3.49 | 5.70 | 3.67 | 4.55 | 5.05 | 1.73 | 7.88 | 1.81 | 1.70 | 2.00 | 2.51 | 1.86 | 1.72 | 2.92 | 2.14 | 2.26 | 2.71 | 2.69 |
| Draw Down(%) | NA | 3.15 | 6.47 | 16.24 | 16.24 | NA | NA | … | … | 3.15 | 6.24 | 2.63 | 6.54 | 16.04 | 2.16 | 12.51 | 1.69 | 1.62 | 1.32 | 5.74 | 2.24 | 0.99 | 5.87 | 1.93 | 1.98 | 4.97 | 2.84 |
| Yield(%) | 0.00 | 3.95 | 3.90 | 3.17 | 3.17 | 3.29 | 2.86 | … | … | 1.32 | 4.14 | 3.86 | 3.77 | 2.99 | 2.72 | 3.38 | 3.17 | 3.25 | 3.45 | 2.71 | 3.07 | 3.28 | 2.91 | 3.11 | 3.36 | 2.79 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DUSIX (DELAWARE TAX-FREE USA INTERMEDIATE FUND INSTITUTIONAL CLASS) |
-2.85%
Oct 2020 – Oct 2023 |
0.15%
Oct 2017 – Oct 2022 |
1.24%
Oct 2012 – Oct 2022 |
2.38%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUSIX (DELAWARE TAX-FREE USA INTERMEDIATE FUND INSTITUTIONAL CLASS) |
6.27%
Jul 2009 – Jul 2012 |
4.80%
Jan 2011 – Jan 2016 |
4.27%
Jan 2011 – Jan 2021 |
3.15%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart