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SCDGX: DEUTSCHE CORE EQUITY FUND CLASS S (MUTUAL FUND)
Basic Info 33.52 0.43(1.30%) May 03
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (79%) |
Start Date: | 02/11/1985 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.82% |
Expenses | 1.59% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 8.3 | 29.4 | 9.1 | 12.9 | 12.4 | 14.6 | 9.7 | 9.8 | 20.2 | -15.6 | 25.5 | 16.1 | 30.4 | -6.1 | 21.5 | 10.4 | 5.2 | 11.5 | 37.3 | 15.8 | -0.2 | 14.2 | 34.1 | -38.5 | 0.6 | 13.5 | 5.9 | 9.9 | 26.8 | -23.5 | -12.1 | -2.4 | 6.2 | 6.2 | 30.4 | 22.2 | 31.2 | 2.6 | 15.6 | 9.6 | 28.2 | -2.3 | 26.5 | 11.9 | 2.3 | 19.7 | 23.7 |
Sharpe Ratio | NA | 1.87 | 2.15 | 0.39 | 0.53 | 0.62 | NA | NA | 0.46 | 1.16 | -0.7 | 1.88 | 0.45 | 2.29 | -0.42 | 2.84 | 0.72 | 0.32 | 0.87 | 3.01 | 1.11 | -0.01 | 0.73 | 1.19 | -0.92 | -0.15 | 0.97 | 0.36 | 0.77 | 1.51 | -0.96 | -0.73 | -0.33 | 0.2 | 0.19 | 2.06 | 2.07 | 4.46 | -0.04 | 1.94 | 0.91 | 2.27 | -0.7 | 2.31 | 0.47 | -0.08 | 1.38 | 2.75 |
Draw Down(%) | NA | 5.7 | 9.3 | 22.8 | 35.1 | 35.1 | NA | NA | 55.2 | 9.3 | 22.7 | 5.0 | 35.1 | 6.8 | 21.4 | 3.2 | 13.0 | 12.2 | 8.5 | 6.5 | 13.5 | 22.0 | 16.4 | 26.0 | 51.1 | 10.7 | 9.3 | 7.6 | 8.3 | 11.7 | 32.4 | 26.8 | 11.4 | 15.1 | 20.0 | 8.3 | 6.4 | 2.7 | 9.0 | 3.5 | 5.1 | 5.1 | 13.1 | 7.5 | 8.9 | 26.0 | 8.9 | 7.7 |
Standard Deviation(%) | NA | 12.1 | 11.9 | 17.5 | 21.6 | 18.2 | NA | NA | 17.4 | 13.9 | 24.3 | 13.5 | 35.0 | 12.7 | 17.6 | 7.4 | 14.2 | 16.1 | 13.2 | 12.4 | 14.2 | 25.3 | 19.3 | 28.7 | 42.9 | 16.7 | 10.7 | 10.3 | 11.6 | 17.2 | 25.7 | 20.0 | 19.6 | 14.6 | 15.4 | 13.0 | 9.0 | 6.1 | 8.5 | 6.9 | 7.8 | 10.7 | 10.9 | 9.0 | 15.3 | 21.6 | 11.3 | 8.0 |
Treynor Ratio | NA | 0.23 | 0.26 | 0.07 | 0.11 | 0.11 | NA | NA | 0.08 | 0.17 | -0.17 | 0.26 | 0.16 | 0.29 | -0.07 | 0.2 | 0.1 | 0.05 | 0.1 | 0.35 | 0.15 | 0.0 | 0.13 | 0.33 | -0.38 | -0.02 | 0.1 | 0.04 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | 0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 1.01 | NA | NA | 1.03 | 0.96 | 0.98 | 1.0 | 1.01 | 1.0 | 1.02 | 1.07 | 1.06 | 1.03 | 1.13 | 1.08 | 1.08 | 1.06 | 1.05 | 1.04 | 1.04 | 1.04 | 1.03 | 0.99 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.96 | 0.97 | 0.98 | 0.99 | 0.98 | NA | NA | 0.66 | 0.85 | 0.99 | 0.97 | 0.99 | 0.98 | 0.98 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.2 | 5.9 | 8.6 | 9.0 | 9.7 | 14.7 | 8.4 | N/A | 6.1 | 7.2 | 15.7 | 7.2 | 6.2 | 11.5 | 6.9 | 7.3 | 8.4 | 7.2 | 9.5 | 1.9 | 1.3 | 1.4 | 1.8 | 1.1 | 19.5 | 11.2 | 6.4 | 1.0 | 0.6 | 0.7 | 0.7 | 7.3 | 4.6 | 9.8 | 12.1 | 7.0 | 6.3 | 8.2 | 9.0 | 6.5 | 4.3 | 7.1 | 18.8 | 4.8 | 22.1 | 19.4 | 4.5 |
Dividend Growth(%) | N/A | -95.6 | -33.9 | 30.4 | 18.8 | 97.8 | 18.0 | N/A | N/A | -34.3 | -48.8 | 130.7 | 43.4 | -55.5 | 89.9 | 1.2 | -17.7 | 23.0 | -7.3 | 474.2 | 40.9 | 10.0 | -4.8 | 10.5 | -95.6 | 73.9 | 77.9 | 566.7 | 110.0 | -33.3 | -11.8 | -91.1 | 57.9 | -55.0 | -3.2 | 95.8 | 37.9 | -27.0 | -3.4 | 43.1 | 85.5 | -45.5 | -58.9 | 316.9 | -82.2 | 12.2 | 410.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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