Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DXCCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS A) | NA | 2.45% | -1.40% | 0.39% | 1.63% | 2.45% | 2.83% | … | … |
Data as of 07/23/2024, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DXCCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS A) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.45 | -1.40 | 0.39 | 1.63 | 2.45 | 2.83 | … | … | -0.33 | 5.47 | -8.59 | 1.27 | 3.32 | 6.48 | 0.38 | 4.17 | -0.04 | 2.60 | 6.90 | -2.06 | 5.37 | 8.69 | 1.50 | 10.01 | -0.77 | 2.94 | 4.30 | 3.45 | 3.90 | 5.69 | 8.60 | 5.11 | 6.66 | -3.13 | 5.19 | 6.59 | 4.36 |
| Sharpe Ratio | NA | -0.33 | -1.09 | -0.30 | 0.15 | NA | NA | … | … | -1.60 | 0.30 | -2.35 | 0.82 | 0.44 | 3.13 | -0.58 | 1.78 | -0.11 | 1.53 | 4.14 | -0.77 | 2.42 | 3.76 | 0.53 | 3.47 | -0.36 | -0.02 | 0.51 | 0.52 | 0.80 | 1.39 | 2.64 | 1.33 | 1.32 | -2.90 | 0.96 | 1.46 | 2.17 |
| Standard Deviation(%) | NA | 3.90 | 3.63 | 4.29 | 3.30 | NA | NA | … | … | 2.67 | 4.07 | 4.25 | 1.52 | 7.03 | 1.62 | 1.61 | 2.00 | 2.20 | 1.68 | 1.66 | 2.72 | 2.21 | 2.31 | 2.64 | 2.86 | 4.64 | 2.21 | 2.02 | 2.46 | 3.69 | 3.60 | 2.84 | 2.12 | 1.94 | 2.19 | 1.96 | 2.09 | 2.24 |
| Draw Down(%) | NA | 6.24 | 13.38 | 13.38 | 13.38 | NA | NA | … | … | 1.83 | 6.73 | 13.01 | 1.95 | 10.62 | 1.42 | 1.70 | 1.43 | 4.65 | 1.57 | 0.82 | 5.70 | 2.11 | 1.87 | 4.59 | 2.13 | 8.47 | 2.10 | 0.99 | 2.12 | 5.56 | 5.16 | 3.12 | 2.12 | 1.36 | 4.09 | 0.94 | 0.97 | 0.79 |
| Yield(%) | 0.00 | 2.58 | 2.20 | 2.29 | 2.67 | 2.94 | 3.18 | … | … | 1.05 | 2.93 | 2.12 | 1.96 | 2.43 | 3.25 | 2.79 | 3.12 | 3.02 | 3.00 | 3.35 | 2.99 | 3.20 | 3.41 | 3.19 | 3.68 | 3.73 | 4.06 | 4.02 | 3.76 | 3.91 | 4.28 | 4.84 | 5.01 | 5.20 | 4.86 | 5.15 | 4.79 | 2.83 |
Data as of 07/23/2024, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXCCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS A) |
-3.13%
Oct 2020 – Oct 2023 |
-0.33%
Oct 2017 – Oct 2022 |
0.95%
Oct 2012 – Oct 2022 |
2.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DXCCX (DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND DELAWARE TAX-FREE MINNESOTA INTERMEDIATE FUND CLASS A) |
8.12%
May 2000 – May 2003 |
6.32%
Jan 2000 – Jan 2005 |
5.08%
Feb 2000 – Feb 2010 |
4.78%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart