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MIDIX: DWS Dreman Mid Cap Value I (MUTUAL FUND)
Basic Info 16.25 0.28(1.69%) October 19
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 08/29/2005 |
| Last Dividend Date: | 12/18/2019 |
| 12-Mo. Yield | 3.84% |
| Expenses | 1.10% |
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Performance Analytics (As of 10/16/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.6 | 6.3 | 16.8 | 5.6 | 7.1 | 10.1 | 8.1 | 8.0 | 28.2 | -17.1 | 13.0 | 11.7 | 2.1 | 9.1 | 39.0 | 17.4 | -5.8 | 19.9 | 39.1 | -39.8 | 5.8 | 18.0 | 5.0 |
| SR | NA | 0.26 | 0.53 | 0.22 | 0.34 | 0.54 | NA | 0.35 | 2.23 | -1.25 | 1.52 | 0.69 | 0.13 | 0.75 | 2.94 | 1.15 | -0.21 | 1.02 | 1.29 | -1.03 | 0.2 | 1.35 | 0.94 |
| DD(%) | NA | 34.7 | 34.7 | 34.7 | 34.7 | 34.7 | NA | 58.3 | 7.1 | 24.2 | 4.3 | 13.9 | 14.7 | 10.6 | 6.4 | 13.5 | 26.5 | 15.7 | 27.6 | 53.9 | 11.4 | 9.3 | 6.5 |
| SD(%) | NA | 38.8 | 34.7 | 22.9 | 19.8 | 18.6 | NA | 21.0 | 12.0 | 14.7 | 8.2 | 16.5 | 15.8 | 12.2 | 13.3 | 15.2 | 27.2 | 19.4 | 30.3 | 39.4 | 14.1 | 10.9 | 13.6 |
| TR | NA | 0.12 | 0.22 | 0.06 | 0.08 | 0.11 | NA | 0.08 | 0.28 | -0.19 | 0.13 | 0.11 | 0.02 | 0.09 | 0.37 | 0.17 | -0.06 | 0.22 | 0.47 | -0.46 | 0.03 | 0.16 | 0.0 |
| Alpha(%) | NA | 0.08 | 0.07 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.02 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | -0.05 | 0.03 | 0.02 | NA |
| Beta(%) | NA | 0.85 | 0.85 | 0.87 | 0.89 | 0.94 | NA | 0.9 | 0.94 | 0.96 | 0.94 | 1.04 | 1.0 | 1.01 | 1.04 | 1.06 | 1.02 | 0.89 | 0.83 | 0.88 | 0.82 | 0.91 | NA |
| RS | NA | 0.9 | 0.9 | 0.91 | 0.91 | 0.92 | NA | 0.92 | 0.94 | 0.97 | 0.87 | 0.93 | 0.92 | 0.91 | 0.92 | 0.94 | 0.98 | 0.97 | 0.97 | 0.96 | 0.93 | 0.15 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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