Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDTFX (DTF Tax Free Income Inc) | 0.70% | 3.24% | 2.24% | -2.44% | -0.64% | 0.64% | 0.41% | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDTFX (DTF Tax Free Income Inc) | 07/11/2005 | 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 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 3.24 | 2.24 | -2.44 | -0.64 | 0.64 | 0.41 | … | … | 0.70 | 3.16 | 1.12 | 2.74 | -17.83 | 1.01 | 5.59 | 6.96 | -2.00 | 2.63 | -6.19 | -1.03 | 13.77 | -5.72 | 4.66 | 8.12 | -3.96 | 12.92 | -11.10 | -2.52 | -1.16 | -2.55 |
| Sharpe Ratio | NA | 0.49 | -0.44 | -1.45 | -0.49 | NA | NA | … | … | -1.04 | 0.13 | -1.68 | -0.32 | -3.09 | 0.45 | 0.49 | 2.17 | -1.36 | 0.64 | -1.64 | -0.33 | 4.72 | -1.12 | 1.49 | 2.06 | -0.95 | 2.96 | -1.34 | -1.78 | -1.63 | -2.31 |
| Standard Deviation(%) | NA | 1.00 | 1.85 | 3.42 | 4.61 | NA | NA | … | … | 1.15 | 2.16 | 1.49 | 2.93 | 6.26 | 2.17 | 10.80 | 2.54 | 2.50 | 3.07 | 3.89 | 3.18 | 2.91 | 5.15 | 3.12 | 3.93 | 4.27 | 4.33 | 8.96 | 3.19 | 2.81 | 3.39 |
| Draw Down(%) | NA | 1.04 | 2.92 | 23.14 | 23.14 | NA | NA | … | … | 1.04 | 2.28 | 1.19 | 4.50 | 22.00 | 2.83 | 15.40 | 2.56 | 4.82 | 2.44 | 10.66 | 5.98 | 2.18 | 11.82 | 3.20 | 4.05 | 9.10 | 3.86 | 19.18 | 5.45 | 4.06 | 4.09 |
| Yield(%) | 0.00 | 3.29 | 3.19 | 2.69 | 2.22 | 2.30 | 1.70 | … | … | 1.36 | 3.26 | 3.19 | 3.17 | 2.50 | 3.87 | 3.05 | 1.28 | 3.23 | 1.20 | 0.00 | 0.42 | 5.43 | 4.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDTFX (DTF Tax Free Income Inc) |
-5.85%
Oct 2019 – Oct 2022 |
-2.48%
Oct 2017 – Oct 2022 |
-1.17%
Oct 2012 – Oct 2022 |
-0.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDTFX (DTF Tax Free Income Inc) |
6.23%
Aug 2013 – Aug 2016 |
4.25%
Jan 2011 – Jan 2016 |
2.80%
Jan 2011 – Jan 2021 |
1.49%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart