Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTIDX (DELAWARE TAX-FREE IDAHO FUND INSTITUTIONAL CLASS) | 2.34% | 8.92% | 4.24% | 0.87% | 2.29% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTIDX (DELAWARE TAX-FREE IDAHO FUND INSTITUTIONAL CLASS) | 01/02/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 8.92 | 4.24 | 0.87 | 2.29 | NA | NA | … | … | 2.34 | 2.81 | 3.47 | 7.10 | -11.75 | 4.39 | 4.88 | 6.88 | 1.29 | 5.35 | 0.69 | 3.13 | 9.02 |
| Sharpe Ratio | NA | 1.74 | 0.18 | -0.31 | 0.15 | NA | NA | … | … | 0.84 | -0.01 | -0.03 | 0.61 | -2.35 | 2.78 | 0.60 | 3.25 | -0.06 | 2.32 | 0.20 | 1.51 | 4.49 |
| Standard Deviation(%) | NA | 3.54 | 5.46 | 5.15 | 4.56 | NA | NA | … | … | 3.89 | 6.48 | 4.40 | 5.66 | 5.62 | 1.57 | 7.72 | 1.66 | 1.60 | 2.03 | 2.39 | 2.06 | 2.01 |
| Draw Down(%) | NA | 3.22 | 8.51 | 16.99 | 16.99 | NA | NA | … | … | 3.22 | 6.52 | 3.07 | 9.13 | 16.99 | 1.69 | 11.51 | 1.29 | 1.51 | 1.05 | 4.52 | 2.16 | 1.17 |
| Yield(%) | 0.00 | 3.86 | 3.64 | 3.00 | 3.19 | 2.86 | 2.14 | … | … | 1.55 | 3.63 | 3.50 | 3.55 | 2.84 | 2.63 | 3.36 | 3.29 | 3.52 | 4.11 | 3.32 | 3.41 | 3.74 |
Data as of 06/10/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTIDX (DELAWARE TAX-FREE IDAHO FUND INSTITUTIONAL CLASS) |
-3.42%
Oct 2020 – Oct 2023 |
0.00%
Oct 2018 – Oct 2023 |
1.97%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTIDX (DELAWARE TAX-FREE IDAHO FUND INSTITUTIONAL CLASS) |
6.29%
Oct 2022 – Oct 2025 |
4.65%
Nov 2016 – Nov 2021 |
2.70%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart