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MFINX: DWS Core Fixed Income Inst (MUTUAL FUND)


Basic Info    

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Asset Class:Intermediate-Term Bond
MyPlanIQ Rating: Not Rated
Start Date:09/29/1992
Last Dividend Date:09/25/2017
12-Mo. Yield 0.00%
Expenses 0.68%
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Performance Analytics (As of 10/30/2017)

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Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996
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
Annualized Return(%) -1.6 0.7 2.4 2.3 2.4 3.1 4.2 4.6 2.7 3.2 0.4 5.7 -1.1 7.2 6.9 6.7 7.6 -14.1 5.2 4.3 2.5 5.2 4.4 8.3 9.4 13.3 -0.5 8.0 9.4 3.9 18.0 -1.7 12.4 1.5
Sharpe Ratio NA 0.05 0.66 0.69 0.51 NA NA 0.76 0.88 0.98 0.1 2.22 -0.35 2.62 1.66 1.54 1.43 -1.99 0.57 0.31 0.11 0.99 0.86 1.62 1.43 2.08 -0.88 0.98 1.41 0.08 3.45 -0.89 2.17 1.1
Draw Down(%) NA 3.0 3.7 4.8 18.8 NA NA 18.8 2.1 3.7 2.9 1.3 4.8 1.3 2.0 3.3 4.5 18.8 2.3 2.1 2.5 4.2 4.6 2.4 3.9 3.2 3.0 4.1 2.3 3.9 1.5 6.4 4.4 2.1
Standard Deviation(%) NA 3.2 3.2 3.1 4.3 NA NA 4.3 3.1 3.0 3.6 2.6 3.2 2.8 4.2 4.3 5.2 7.5 4.0 3.2 3.3 4.3 4.4 4.4 5.0 4.4 4.3 4.7 4.1 4.6 4.1 5.3 4.8 3.5
Treynor Ratio NA 0.0 0.03 0.03 0.03 NA NA 0.04 0.04 0.05 0.0 0.08 -0.01 0.09 0.09 0.08 0.11 -0.23 0.03 0.01 0.0 0.05 0.05 0.1 0.09 0.11 -0.05 0.06 0.07 0.01 0.2 -0.05 0.09 0.0
Alpha NA 0.0 0.0 0.0 -0.01 NA NA 0.0 0.0 0.0 0.0 0.01 0.0 0.0 0.0 -0.01 -0.01 -0.05 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.01 0.0 0.0 0.0 0.0 0.01 0.01 0.05 NA
Beta NA 0.72 0.68 0.71 0.71 NA NA 0.76 0.7 0.64 0.72 0.72 0.76 0.77 0.79 0.78 0.66 0.65 0.73 0.8 0.79 0.86 0.81 0.75 0.77 0.82 0.8 0.8 0.89 0.72 0.72 0.88 1.16 NA
RSquared NA 0.52 0.61 0.67 0.66 NA NA 0.73 0.44 0.6 0.71 0.73 0.81 0.74 0.87 0.88 0.77 0.45 0.73 0.81 0.81 0.91 0.91 0.82 0.88 0.79 0.93 0.85 0.88 0.89 0.86 0.83 0.07 0.0

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996

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