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BTAEX: DWS EAFE Equity Index Inst (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 03/21/2019 |
| 12-Mo. Yield | 3.88% |
| Expenses | 0.50% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 8.5 | 3.0 | 4.9 | 5.8 | 4.2 | 4.3 | 18.2 | -13.7 | 25.4 | 0.6 | -0.7 | -5.8 | 21.6 | 18.3 | -12.4 | 8.1 | 29.3 | -42.5 | 10.7 | 25.7 | 13.6 | 19.4 | 36.4 | -16.6 | -21.7 | -15.2 | 28.0 | 19.8 | 2.1 | 1.4 |
| SR | NA | 0.96 | 0.78 | 0.23 | 0.22 | NA | 0.15 | 1.73 | -1.16 | 3.14 | 0.02 | -0.04 | -0.51 | 1.68 | 1.09 | -0.27 | 0.37 | 1.03 | -1.04 | 0.44 | 1.58 | 1.1 | 1.45 | 2.43 | -0.84 | -1.35 | -1.22 | 1.34 | 0.84 | -0.1 | -0.08 |
| DD(%) | NA | 8.5 | 21.3 | 22.8 | 34.5 | NA | 61.1 | 7.8 | 21.3 | 2.1 | 12.8 | 16.9 | 13.7 | 9.9 | 16.6 | 34.5 | 19.3 | 29.4 | 53.7 | 11.8 | 15.3 | 7.1 | 10.4 | 15.9 | 27.7 | 32.5 | 19.5 | 10.5 | 23.8 | 14.8 | 4.3 |
| SD(%) | NA | 11.5 | 10.8 | 14.4 | 20.5 | NA | 20.4 | 10.9 | 13.0 | 7.9 | 18.3 | 18.6 | 11.5 | 12.8 | 16.9 | 45.7 | 21.8 | 28.4 | 41.7 | 17.6 | 14.2 | 10.4 | 12.7 | 14.7 | 21.0 | 18.1 | 15.8 | 18.5 | 19.7 | 14.6 | 7.9 |
| TR | NA | 0.12 | 0.09 | 0.03 | 0.04 | NA | 0.03 | 0.19 | -0.16 | 0.25 | 0.0 | -0.01 | -0.06 | 0.22 | 0.18 | -0.09 | 0.08 | 0.3 | -0.43 | 0.08 | 0.22 | 0.12 | 0.22 | 0.35 | -0.18 | -0.24 | -0.18 | 0.29 | 0.17 | -0.01 | -0.01 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 |
| Beta(%) | NA | 0.96 | 0.96 | 1.0 | 1.1 | NA | 1.02 | 0.97 | 0.93 | 0.99 | 1.02 | 1.03 | 1.01 | 0.99 | 1.01 | 1.35 | 1.02 | 0.98 | 1.0 | 0.99 | 1.03 | 0.97 | 0.83 | 1.02 | 0.99 | 1.04 | 1.05 | 0.86 | 0.96 | 0.93 | 0.82 |
| RS | NA | 0.95 | 0.91 | 0.87 | 0.76 | NA | 0.84 | 0.95 | 0.92 | 0.84 | 0.96 | 0.73 | 0.96 | 0.97 | 0.98 | 0.63 | 0.99 | 0.98 | 0.96 | 0.9 | 0.94 | 0.92 | 0.79 | 0.95 | 0.87 | 0.98 | 0.95 | 0.35 | 0.88 | 0.95 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
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* Day change on 08/28/2020.Latest Articles Related to BTAEX
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