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DBPIX: DEUTSCHE SHORT DURATION FUND CLASS S (MUTUAL FUND)
Basic Info 8.34 0.01(0.12%) March 27
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (81%) |
Start Date: | 12/30/1998 |
Last Dividend Date: | 10/31/2023 |
12-Mo. Yield | 4.21% |
Expenses | 0.75% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/23/2002 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.1 | 4.4 | 0.6 | 2.0 | 1.8 | 2.6 | 2.6 | 2.8 | 6.4 | -4.2 | 0.6 | 4.6 | 5.9 | 0.5 | 2.6 | 2.2 | -0.1 | 0.6 | 1.6 | 4.3 | 0.4 | 4.0 | 13.0 | -6.9 | 5.4 | 5.9 | 2.5 | 6.4 | 5.7 | 5.0 | 6.1 | 6.7 | 6.0 | 0.1 |
Sharpe Ratio | NA | -0.11 | 0.7 | -0.47 | 0.3 | 0.45 | NA | NA | 0.74 | 0.69 | -2.15 | 0.61 | 1.16 | 3.12 | -1.03 | 2.32 | 1.92 | -0.12 | 0.62 | 1.67 | 4.43 | 0.29 | 2.57 | 1.36 | -2.09 | 1.4 | 1.69 | 0.18 | 1.06 | 2.57 | 2.82 | 2.29 | 1.43 | 1.68 | NA |
Draw Down(%) | NA | 0.7 | 1.3 | 7.0 | 8.7 | 8.7 | NA | NA | 8.9 | 1.4 | 6.5 | 0.8 | 8.7 | 0.6 | 0.5 | 0.3 | 0.9 | 1.3 | 1.3 | 0.8 | 0.4 | 2.8 | 1.0 | 6.3 | 8.9 | 1.0 | 0.4 | 0.8 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Standard Deviation(%) | NA | 2.3 | 2.8 | 2.5 | 2.6 | 2.0 | NA | NA | 2.8 | 3.1 | 2.6 | 1.0 | 3.8 | 1.4 | 0.8 | 0.8 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | 1.3 | 1.5 | 9.5 | 3.7 | 1.8 | 1.6 | 2.1 | 5.2 | 2.0 | 1.4 | 1.7 | 1.8 | 1.7 | 0.0 |
Treynor Ratio | NA | 0.0 | 0.03 | -0.02 | 0.01 | 0.01 | NA | NA | 0.04 | 0.03 | -0.09 | 0.02 | 0.04 | 0.08 | -0.04 | 0.09 | 0.11 | 0.09 | 0.06 | 0.32 | 0.26 | 0.01 | 0.09 | 0.41 | -0.15 | 0.12 | 0.08 | 0.01 | 0.2 | 0.17 | 0.14 | 0.11 | 0.05 | 0.06 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | NA |
Beta | NA | 0.74 | 0.79 | 0.69 | 0.76 | 0.63 | NA | NA | 0.47 | 0.79 | 0.62 | 0.41 | 1.07 | 0.53 | 0.2 | 0.23 | 0.18 | -0.01 | 0.1 | 0.05 | 0.17 | 0.32 | 0.42 | 0.31 | 0.51 | 0.2 | 0.33 | 0.65 | 0.28 | 0.29 | 0.29 | 0.35 | 0.55 | 0.46 | NA |
RSquared | NA | 0.8 | 0.84 | 0.78 | 0.68 | 0.53 | NA | NA | 0.16 | 0.85 | 0.78 | 0.3 | 0.67 | 0.42 | 0.11 | 0.12 | 0.09 | 0.0 | 0.02 | 0.01 | 0.05 | 0.15 | 0.3 | 0.01 | 0.3 | 0.08 | 0.15 | 0.24 | 0.01 | 0.11 | 0.32 | 0.44 | 0.59 | 0.48 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/2002
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