Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVSCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS C) | NA | 1.81% | -2.11% | -0.40% | 0.79% | 1.61% | 1.98% | … | … |
Data as of 07/23/2024, Common starting date is 05/26/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVSCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS C) | 05/26/1994 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.81 | -2.11 | -0.40 | 0.79 | 1.61 | 1.98 | … | … | -0.57 | 4.68 | -9.34 | 0.50 | 2.27 | 5.45 | -0.36 | 3.31 | -0.88 | 1.72 | 5.93 | -2.89 | 4.37 | 7.79 | 0.81 | 9.06 | -1.61 | 2.07 | 3.41 | 2.57 | 3.06 | 4.79 | 7.74 | 4.24 | 5.75 | -3.87 | 4.01 | 5.74 | 2.69 | 10.18 | -0.12 |
| Sharpe Ratio | NA | -0.52 | -1.31 | -0.49 | -0.11 | NA | NA | … | … | -1.79 | 0.11 | -2.58 | 0.34 | 0.29 | 2.61 | -1.10 | 1.36 | -0.50 | 1.10 | 3.89 | -1.08 | 2.04 | 3.43 | 0.29 | 2.20 | -0.55 | -0.45 | 0.07 | 0.17 | 0.57 | 1.14 | 2.38 | 0.93 | 0.98 | -3.24 | 0.40 | 1.24 | -0.32 | 2.56 | -1.47 |
| Standard Deviation(%) | NA | 3.85 | 3.57 | 4.24 | 3.25 | NA | NA | … | … | 2.62 | 4.03 | 4.17 | 1.41 | 6.99 | 1.55 | 1.53 | 1.98 | 2.18 | 1.53 | 1.52 | 2.71 | 2.14 | 2.26 | 2.52 | 4.07 | 4.60 | 2.09 | 1.92 | 2.35 | 3.70 | 3.60 | 2.79 | 2.10 | 1.68 | 2.19 | 1.72 | 1.79 | 2.51 | 2.47 | 2.39 |
| Draw Down(%) | NA | 6.51 | 14.15 | 14.15 | 14.15 | NA | NA | … | … | 1.95 | 7.28 | 13.55 | 1.95 | 10.67 | 1.42 | 2.18 | 1.56 | 5.06 | 1.84 | 0.96 | 5.86 | 2.16 | 1.86 | 4.86 | 2.18 | 8.78 | 2.43 | 1.10 | 2.25 | 5.68 | 5.37 | 3.12 | 2.19 | 1.39 | 4.59 | 0.92 | 1.13 | 2.70 | 0.90 | 3.06 |
| Yield(%) | 0.00 | 1.97 | 1.54 | 1.53 | 1.86 | 2.09 | 2.33 | … | … | 0.80 | 2.18 | 1.43 | 1.12 | 1.51 | 2.26 | 1.97 | 2.28 | 2.17 | 2.14 | 2.42 | 2.16 | 2.31 | 2.57 | 2.41 | 2.78 | 2.88 | 3.21 | 3.16 | 2.91 | 3.10 | 3.42 | 3.94 | 4.18 | 4.34 | 4.03 | 4.02 | 3.99 | 3.87 | 4.04 | 2.21 |
Data as of 07/23/2024, Common starting date is 05/26/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS C) |
-3.91%
Oct 2020 – Oct 2023 |
-1.21%
Oct 2017 – Oct 2022 |
0.08%
Oct 2012 – Oct 2022 |
1.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS C) |
7.20%
May 2000 – May 2003 |
5.44%
Jan 2000 – Jan 2005 |
4.37%
Dec 1994 – Dec 2004 |
4.00%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart