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SHYTX: DEUTSCHE STRATEGIC HIGH YIELD TAX-FREE FUND CLASS S (MUTUAL FUND)
Basic Info 10.44 0(0.0%) April 26
Asset Class: | High Yield Muni |
MyPlanIQ Rating: | (88%) |
Start Date: | 02/26/1987 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.17% |
Expenses | 0.88% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/05/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -0.1 | 6.3 | -1.7 | 1.3 | 2.6 | 4.6 | 3.7 | 5.3 | 9.7 | -16.3 | 6.1 | 4.3 | 8.9 | -0.8 | 6.0 | 0.9 | 4.3 | 11.8 | -5.6 | 12.5 | 10.0 | 2.2 | 35.7 | -21.9 | 2.7 | 6.0 | 5.5 | 4.9 | 6.3 | 8.9 | 5.4 | 9.1 | -2.2 | 6.4 | 11.6 | 4.4 | 19.3 | -8.4 | 11.3 | 8.4 | 11.4 | 5.6 | 9.8 | 13.5 | -5.8 |
Sharpe Ratio | NA | -0.77 | 0.7 | -0.73 | -0.02 | 0.36 | NA | NA | 0.68 | 1.04 | -2.63 | 2.89 | 0.43 | 3.6 | -1.08 | 2.34 | 0.26 | 1.92 | 5.4 | -1.29 | 5.11 | 2.94 | 0.53 | 6.89 | -2.52 | -0.11 | 1.35 | 1.55 | 1.31 | 1.96 | 2.25 | 1.12 | 2.04 | -2.21 | 1.08 | 2.71 | 0.21 | 3.6 | -1.76 | 2.24 | 1.45 | 2.01 | 0.1 | 1.24 | 2.61 | -1.16 |
Draw Down(%) | NA | 1.7 | 7.0 | 21.4 | 21.4 | 21.4 | NA | NA | 27.1 | 7.0 | 21.3 | 2.5 | 15.7 | 1.5 | 2.3 | 1.2 | 5.7 | 1.7 | 1.7 | 10.6 | 2.2 | 4.3 | 6.7 | 4.2 | 27.1 | 1.9 | 1.1 | 1.2 | 3.9 | 2.8 | 4.1 | 3.5 | 2.5 | 4.2 | 1.8 | 1.7 | 4.6 | 2.5 | 12.7 | 4.4 | 4.5 | 2.2 | 3.5 | 3.1 | 2.7 | 13.7 |
Standard Deviation(%) | NA | 4.2 | 5.0 | 5.2 | 5.9 | 4.5 | NA | NA | 4.3 | 5.2 | 6.7 | 2.1 | 9.5 | 2.1 | 2.0 | 2.3 | 2.9 | 2.2 | 2.2 | 4.3 | 2.4 | 3.4 | 3.9 | 5.2 | 9.0 | 2.5 | 2.1 | 2.1 | 3.0 | 2.9 | 3.5 | 2.8 | 2.5 | 2.5 | 2.8 | 3.0 | 4.5 | 4.3 | 6.4 | 4.1 | 4.1 | 3.8 | 3.4 | 3.3 | 3.4 | 9.4 |
Treynor Ratio | NA | -0.03 | 0.04 | -0.03 | 0.0 | 0.02 | NA | NA | 0.03 | 0.05 | -0.15 | 0.06 | 0.04 | 0.12 | -0.04 | 0.08 | 0.01 | 0.07 | 0.13 | -0.05 | 0.13 | 0.09 | 0.02 | 0.34 | -0.19 | 0.0 | 0.04 | 0.05 | 0.05 | 0.08 | 0.08 | 0.04 | 0.06 | -0.07 | 0.03 | 0.09 | 0.01 | 0.18 | -0.12 | 0.1 | 0.07 | 0.11 | 0.01 | 0.07 | 0.15 | -0.38 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.04 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 |
Beta | NA | 1.08 | 1.0 | 1.1 | 1.07 | 1.01 | NA | NA | 0.86 | 1.0 | 1.18 | 1.03 | 1.07 | 0.63 | 0.58 | 0.71 | 0.78 | 0.63 | 0.9 | 1.15 | 0.95 | 1.09 | 1.09 | 1.06 | 1.23 | 0.61 | 0.7 | 0.65 | 0.72 | 0.74 | 1.0 | 0.87 | 0.85 | 0.83 | 0.92 | 0.85 | 0.86 | 0.86 | 0.92 | 0.88 | 0.87 | 0.71 | 0.62 | 0.6 | 0.6 | 0.29 |
RSquared | NA | 0.92 | 0.92 | 0.92 | 0.94 | 0.87 | NA | NA | 0.67 | 0.92 | 0.94 | 0.81 | 0.97 | 0.44 | 0.41 | 0.57 | 0.67 | 0.4 | 0.7 | 0.94 | 0.79 | 0.8 | 0.84 | 0.59 | 0.85 | 0.46 | 0.59 | 0.6 | 0.67 | 0.69 | 0.82 | 0.69 | 0.86 | 0.87 | 0.9 | 0.8 | 0.88 | 0.89 | 0.88 | 0.61 | 0.65 | 0.52 | 0.8 | 0.66 | 0.56 | 0.08 |
Yield(%) | N/A | 1.1 | 5.4 | 3.8 | 3.9 | 4.1 | 5.1 | 4.4 | N/A | 5.5 | 3.2 | 3.7 | 3.9 | 4.3 | 3.9 | 3.7 | 3.9 | 5.3 | 5.0 | 4.6 | 4.9 | 5.3 | 4.7 | 7.3 | 5.1 | 4.5 | 4.7 | 4.9 | 5.4 | 5.7 | 5.5 | 5.7 | 5.9 | 4.9 | 5.0 | 5.3 | 5.6 | 6.9 | 5.4 | 5.9 | 6.2 | 6.4 | 6.3 | 6.7 | 8.0 | 6.5 |
Dividend Growth(%) | N/A | -78.6 | 30.2 | -1.4 | -14.7 | -18.8 | -19.3 | N/A | N/A | 40.0 | -11.1 | -6.2 | -5.9 | 6.2 | 9.1 | -10.2 | -26.9 | 13.6 | -1.7 | 0.0 | -3.2 | 10.7 | -18.8 | 6.2 | 10.2 | -1.7 | -4.8 | -8.7 | -4.2 | 5.9 | -4.2 | 0.0 | 12.7 | -1.6 | 0.0 | -5.9 | -9.3 | 10.3 | -2.9 | -2.8 | 0.0 | 0.0 | -2.7 | -11.9 | 7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/1988
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