Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAZIX (DELAWARE TAX-FREE ARIZONA FUND DELAWARE TAX-FREE ARIZONA FUND CLASS A) | NA | -5.67% | 2.29% | -0.57% | 1.46% | 2.21% | 2.79% | … | … |
Data as of 09/23/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAZIX (DELAWARE TAX-FREE ARIZONA FUND DELAWARE TAX-FREE ARIZONA FUND CLASS A) | 06/20/1996 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | -5.67 | 2.29 | -0.57 | 1.46 | 2.21 | 2.79 | … | … | -4.36 | 2.81 | 6.77 | -13.73 | 3.66 | 5.64 | 7.62 | 0.65 | 4.70 | 0.88 | 3.04 | 11.81 | -5.34 | 8.02 | 8.99 | 2.22 | 14.01 | -4.01 | 1.75 | 4.38 | 3.36 | 4.49 | 4.63 | 8.82 | 4.48 | 11.19 | -4.03 | 5.73 | 8.84 | 6.72 |
| Sharpe Ratio | NA | -1.15 | -0.18 | -0.49 | 0.00 | NA | NA | … | … | -1.13 | -0.16 | 0.49 | -2.53 | 1.92 | 0.60 | 3.22 | -0.47 | 2.02 | 0.26 | 1.48 | 5.87 | -1.38 | 3.37 | 3.03 | 0.61 | 3.88 | -0.78 | -0.58 | 0.45 | 0.40 | 0.90 | 0.99 | 2.24 | 0.71 | 2.80 | -2.94 | 0.91 | 1.58 | 2.31 |
| Standard Deviation(%) | NA | 7.59 | 6.48 | 5.57 | 5.02 | NA | NA | … | … | 7.99 | 5.07 | 6.47 | 6.02 | 1.89 | 8.96 | 1.91 | 1.56 | 2.01 | 2.54 | 2.03 | 2.01 | 3.90 | 2.38 | 2.96 | 3.47 | 3.58 | 6.34 | 2.44 | 2.15 | 2.72 | 3.91 | 3.94 | 3.43 | 2.89 | 2.49 | 2.52 | 2.48 | 3.26 | 4.05 |
| Draw Down(%) | NA | 8.55 | 11.66 | 20.67 | 20.67 | NA | NA | … | … | 7.28 | 3.70 | 11.66 | 18.57 | 2.00 | 13.47 | 1.54 | 1.51 | 1.13 | 5.19 | 2.29 | 0.80 | 9.70 | 2.39 | 3.55 | 6.59 | 2.74 | 11.18 | 2.47 | 1.09 | 2.08 | 6.19 | 6.24 | 3.52 | 3.71 | 2.63 | 5.32 | 1.59 | 2.84 | 1.96 |
| Yield(%) | 0.00 | 2.50 | 3.18 | 2.73 | 3.01 | 3.31 | 3.52 | … | … | 1.42 | 3.44 | 3.35 | 2.65 | 2.53 | 3.22 | 3.74 | 3.15 | 3.23 | 3.27 | 3.23 | 4.11 | 3.95 | 4.99 | 4.06 | 4.42 | 4.26 | 3.91 | 4.08 | 4.09 | 4.10 | 4.21 | 4.79 | 5.57 | 5.21 | 4.97 | 4.57 | 4.64 | 4.92 | 2.89 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| VAZIX (DELAWARE TAX-FREE ARIZONA FUND DELAWARE TAX-FREE ARIZONA FUND CLASS A) |
-4.88%
Oct 2020 – Oct 2023 |
-0.86%
Oct 2018 – Oct 2023 |
1.13%
Oct 2012 – Oct 2022 |
2.19%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAZIX (DELAWARE TAX-FREE ARIZONA FUND DELAWARE TAX-FREE ARIZONA FUND CLASS A) |
8.76%
May 2000 – May 2003 |
6.98%
Jan 2000 – Jan 2005 |
5.35%
May 2000 – May 2010 |
5.26%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
