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KBCAX: DWS Blue Chip A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/19/2011 |
12-Mo. Yield | 0.62% |
Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.3 | 18.0 | -0.2 | 3.9 | 4.8 | 5.4 | 10.0 | -2.4 | 13.4 | 33.1 | -38.8 | 3.3 | 14.2 | 7.2 | 15.5 | 28.7 | -22.7 | -16.9 | -8.6 | 26.1 | 14.4 | 26.3 | 14.6 |
Sharpe Ratio | NA | 0.01 | 0.85 | -0.03 | 0.12 | NA | 0.04 | 5.5 | -0.1 | 0.69 | 1.16 | -0.92 | 0.01 | 0.99 | 0.45 | 1.26 | 1.69 | -0.97 | -0.94 | -0.58 | 1.32 | 0.63 | -1.88 | 2.53 |
Draw Down(%) | NA | 22.1 | 22.1 | 55.5 | 55.5 | NA | 55.5 | 1.4 | 22.1 | 16.3 | 26.0 | 51.2 | 10.7 | 9.3 | 7.3 | 7.0 | 13.8 | 31.3 | 31.0 | 17.2 | 10.7 | 20.7 | 10.3 | 6.9 |
Standard Deviation(%) | NA | 24.7 | 21.2 | 28.4 | 23.1 | NA | 21.2 | 7.4 | 25.4 | 19.2 | 28.5 | 43.0 | 16.6 | 11.0 | 11.2 | 11.6 | 16.6 | 24.6 | 20.7 | 22.0 | 17.4 | 17.6 | 15.3 | 10.3 |
Treynor Ratio | NA | 0.0 | 0.17 | -0.01 | 0.03 | NA | 0.01 | 1.02 | -0.02 | 0.13 | 0.32 | -0.38 | 0.0 | 0.1 | 0.05 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.03 | -0.04 | -0.03 | NA | 0.01 | 0.07 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.02 | 1.03 | 1.04 | 1.05 | NA | 1.04 | 0.4 | 1.06 | 1.02 | 1.04 | 1.05 | 1.04 | 1.06 | 1.07 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.95 | 0.97 | 0.82 | NA | 0.6 | 0.33 | 0.98 | 0.94 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.6 | 1.1 | 3.4 | 3.7 | 4.6 | N/A | 0.0 | 0.7 | 0.8 | 1.1 | 0.6 | 15.1 | 10.9 | 0.3 | 0.3 | 0.0 | 0.0 | 0.0 | 2.8 | 4.1 | 3.0 | 16.1 | 20.6 |
Dividend Growth(%) | N/A | -8.3 | -93.3 | 54.5 | N/A | N/A | N/A | -100.0 | -8.3 | -7.7 | 18.2 | -96.5 | 40.9 | 3566.7 | 20.0 | N/A | N/A | N/A | -100.0 | -20.0 | 53.1 | -79.2 | -27.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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