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BTIIX: DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 164.8 1.69(1.04%) May 06
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (78%) |
Start Date: | 06/20/1996 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 24.03% |
Expenses | 0.20% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | 1.3 | 9.0 | 28.8 | 8.9 | 13.6 | 12.2 | 14.0 | 9.8 | 10.0 | 0.3 | -18.5 | 28.4 | 18.1 | 31.2 | -4.2 | 19.0 | 11.6 | 1.2 | 13.3 | 32.0 | 15.7 | 1.9 | 15.0 | 26.4 | -37.1 | 5.5 | 15.7 | 4.9 | 10.3 | 28.4 | -22.1 | -12.0 | -9.2 | 20.8 | 28.7 | 39.0 | 26.5 |
Sharpe Ratio | NA | 1.79 | 1.94 | 0.34 | 0.55 | 0.62 | NA | NA | 0.44 | -0.15 | -0.82 | 2.17 | 0.51 | 2.39 | -0.32 | 2.65 | 0.87 | 0.07 | 1.17 | 2.89 | 1.24 | 0.08 | 0.83 | 0.97 | -0.92 | 0.16 | 1.25 | 0.26 | 0.84 | 1.62 | -0.89 | -0.68 | -0.6 | 0.98 | 1.24 | 1.93 | 3.81 |
Draw Down(%) | NA | 5.4 | 10.0 | 24.6 | 33.8 | 33.8 | NA | NA | 55.2 | 20.5 | 24.6 | 5.1 | 33.8 | 6.6 | 19.4 | 3.7 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.7 | 27.2 | 47.8 | 9.8 | 7.5 | 7.0 | 7.8 | 13.8 | 33.0 | 29.2 | 16.6 | 11.8 | 19.1 | 10.7 | 7.2 |
Standard Deviation(%) | NA | 11.9 | 11.7 | 17.4 | 21.4 | 17.9 | NA | NA | 19.4 | 26.2 | 24.2 | 13.1 | 34.7 | 12.5 | 17.4 | 7.0 | 13.1 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 40.9 | 16.0 | 10.0 | 10.3 | 11.1 | 17.1 | 25.9 | 21.5 | 22.1 | 17.9 | 20.5 | 18.3 | 13.7 |
Treynor Ratio | NA | 0.22 | 0.23 | 0.06 | 0.12 | 0.11 | NA | NA | 0.09 | -0.04 | -0.2 | 0.29 | 0.18 | 0.3 | -0.06 | 0.19 | 0.11 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.09 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.99 | 0.98 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.99 | 1.0 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | NA | NA | 0.7 | 0.29 | 1.0 | 0.99 | 1.0 | 1.0 | 0.98 | 0.91 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 24.0 | 14.5 | 15.8 | 13.3 | 18.9 | 12.3 | N/A | 26.1 | 10.3 | 17.0 | 19.5 | 15.9 | 17.7 | 13.6 | 11.7 | 7.8 | 5.5 | 2.2 | 2.3 | 1.9 | 2.0 | 2.3 | 1.8 | 2.0 | 1.9 | 1.8 | 1.6 | 1.7 | 1.3 | 2.3 | 8.9 | 2.8 | 3.7 | 44.3 | 14.6 |
Dividend Growth(%) | N/A | -98.7 | 79.1 | -11.3 | 32.2 | 873.4 | N/A | N/A | N/A | 79.1 | -31.2 | -17.5 | 41.7 | -29.9 | 36.6 | 18.9 | 38.6 | 52.6 | 210.3 | 10.8 | 18.9 | 10.7 | 2.4 | -17.7 | -4.5 | 13.8 | 16.0 | 17.8 | 12.2 | 9.8 | -52.5 | -78.8 | 270.0 | -5.8 | -36.5 | 234.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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