VIDAX vs. FIUSX
VIDAX (Delaware Tax-Free Idaho Fund) and FIUSX (Delaware Opportunity Fund) are both mutual funds - VIDAX is a Municipal Bonds fund managed by Delaware Funds, while FIUSX is a Mid Cap Value Equities fund managed by Delaware Funds. Over the past 10 years, VIDAX returned 2.15%/yr vs 10.81%/yr for FIUSX. Their -0.06 correlation means they have often moved in opposite directions in the past. VIDAX charges 0.86%/yr vs 1.15%/yr for FIUSX.
Performance
VIDAX vs. FIUSX - Performance Comparison
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Returns By Period
In the year-to-date period, VIDAX achieves a 1.24% return, which is significantly lower than FIUSX's 20.40% return. Over the past 10 years, VIDAX has underperformed FIUSX with an annualized return of 2.15%, while FIUSX has yielded a comparatively higher 10.81% annualized return.
VIDAX
- 1D
- -0.29%
- 1M
- -2.17%
- 6M
- 0.75%
- YTD
- 1.24%
- 1Y
- 7.27%
- 3Y*
- 3.99%
- 5Y*
- 0.50%
- 10Y*
- 2.15%
- ALL TIME*
- 3.93%
FIUSX
- 1D
- 0.72%
- 1M
- 0.23%
- 6M
- 14.67%
- YTD
- 20.40%
- 1Y
- 31.34%
- 3Y*
- 17.45%
- 5Y*
- 11.30%
- 10Y*
- 10.81%
- ALL TIME*
- 8.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIDAX vs. FIUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIDAX Delaware Tax-Free Idaho Fund | 1.24% | 3.78% | 3.68% | 6.51% | -11.90% | 4.05% | 4.61% | 7.72% | 1.27% | 5.05% |
FIUSX Delaware Opportunity Fund | 20.40% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
Correlation
The correlation between VIDAX and FIUSX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 1995 | -0.06 |
The correlation between VIDAX and FIUSX shifts across timeframes, from -0.06 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VIDAX vs. FIUSX — Risk / Return Rank
VIDAX
FIUSX
VIDAX vs. FIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Tax-Free Idaho Fund (VIDAX) and Delaware Opportunity Fund (FIUSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIDAX | FIUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.37 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 4.38 | -1.72 |
| Martin ratioReturn relative to average drawdown | 9.54 | 16.24 | -6.69 |
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Drawdowns
VIDAX vs. FIUSX - Drawdown Comparison
The maximum VIDAX drawdown since its inception was -17.08%, smaller than the maximum FIUSX drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for VIDAX and FIUSX.
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Drawdown Indicators
| VIDAX | FIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.08% | -56.30% | +39.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -6.75% | +3.62% |
Max Drawdown (3Y)Largest decline over 3 years | -7.48% | -21.69% | +14.21% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -21.69% | +4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -17.08% | -46.38% | +29.30% |
Current DrawdownCurrent decline from peak | -2.17% | -1.08% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -2.02% | -9.41% | +7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.82% | -0.95% |
Volatility
VIDAX vs. FIUSX - Volatility Comparison
The current volatility for Delaware Tax-Free Idaho Fund (VIDAX) is 1.24%, while Delaware Opportunity Fund (FIUSX) has a volatility of 2.98%. This indicates that VIDAX experiences smaller price fluctuations and is considered to be less risky than FIUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIDAX | FIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 2.98% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 10.60% | -7.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.53% | 13.96% | -10.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 18.05% | -12.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 20.51% | -15.92% |
VIDAX vs. FIUSX - Expense Ratio Comparison
VIDAX has a 0.86% expense ratio, which is lower than FIUSX's 1.15% expense ratio.
Dividends
VIDAX vs. FIUSX - Dividend Comparison
VIDAX's dividend yield for the trailing twelve months is around 3.18%, less than FIUSX's 9.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 9.58% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
VIDAX Delaware Tax-Free Idaho Fund | 3.18% | 4.50% | 3.81% | 2.93% | 3.06% | 2.34% | 3.15% | 3.95% | 3.57% | 3.76% | 3.16% | 3.17% |
Frequently Asked Questions
VIDAX and FIUSX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIUSX has higher volatility (2.98%) compared to VIDAX (1.24%). In terms of maximum drawdown, VIDAX dropped -17.08% vs FIUSX's -56.30%.
VIDAX currently has the higher Sharpe Ratio (2.36 vs 2.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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