Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVTIX (Delaware Tax-Free ID B) | NA | 7.14% | 2.39% | 2.73% | 3.05% | 3.95% | NA | … | … |
Data as of 10/17/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVTIX (Delaware Tax-Free ID B) | 11/12/1998 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.14 | 2.39 | 2.73 | 3.05 | 3.95 | NA | … | … | 6.50 | -5.71 | 4.44 | 7.60 | 0.53 | 12.95 | -3.56 | 2.32 | 3.60 | 2.43 | 3.80 | 4.90 | 7.86 | 4.01 | 9.88 | -5.86 | 0.72 |
| Sharpe Ratio | NA | 3.98 | 0.83 | 0.93 | 0.63 | NA | NA | … | … | 4.87 | -1.54 | 1.77 | 2.76 | 0.14 | 4.07 | -0.74 | -0.31 | 0.16 | 0.10 | 0.78 | 1.09 | 2.10 | 0.66 | 2.21 | -3.51 | 1.23 |
| Standard Deviation(%) | NA | 1.79 | 2.83 | 2.88 | 3.23 | NA | NA | … | … | 1.68 | 3.74 | 2.50 | 2.74 | 3.22 | 3.15 | 6.04 | 2.24 | 1.94 | 2.49 | 3.64 | 3.85 | 3.21 | 2.59 | 2.64 | 2.59 | 2.08 |
| Draw Down(%) | NA | 1.14 | 10.03 | 10.03 | 11.09 | NA | NA | … | … | 0.79 | 9.04 | 2.75 | 2.81 | 6.23 | 2.45 | 11.09 | 2.01 | 1.42 | 2.31 | 5.85 | 5.91 | 3.64 | 4.00 | 3.31 | 6.79 | 0.38 |
| Yield(%) | 0.00 | 3.06 | 2.89 | 2.90 | 3.02 | 3.56 | 2.64 | … | … | 2.19 | 2.82 | 2.90 | 3.08 | 2.75 | 3.31 | 3.11 | 3.15 | 3.18 | 3.18 | 3.46 | 3.57 | 4.05 | 4.15 | 4.54 | 3.76 | 0.63 |
Data as of 10/17/2014, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTIX (Delaware Tax-Free ID B) |
-0.35%
Aug 2010 – Aug 2013 |
1.68%
Dec 2003 – Dec 2008 |
2.72%
Dec 2003 – Dec 2013 |
3.15%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVTIX (Delaware Tax-Free ID B) |
8.58%
May 2000 – May 2003 |
6.57%
Jan 2000 – Jan 2005 |
4.97%
May 2000 – May 2010 |
3.80%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart