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PLUSX: DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 2.28% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/26/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 3.2 | -23.4 | -3.7 | -2.7 | 0.1 | 3.2 | 2.5 | 2.7 | -21.6 | 9.7 | -16.2 | 5.2 | 4.6 | 19.7 | -7.7 | 13.8 | 2.6 | -1.1 | 4.6 | 19.8 | 13.2 | -4.6 | 12.8 | 28.7 | -37.1 | 4.0 | 15.9 | 6.7 | 0.0 |
| Sharpe Ratio | NA | 0.28 | -0.76 | -0.31 | -0.25 | -0.08 | NA | NA | 0.08 | -0.82 | 0.59 | -1.18 | 0.44 | 0.2 | 2.47 | -0.84 | 2.95 | 0.29 | -0.12 | 0.53 | 2.26 | 1.18 | -0.21 | 0.73 | 1.15 | -1.08 | 0.06 | 1.16 | 0.43 | -0.47 |
| Draw Down(%) | NA | 10.9 | 35.8 | 35.8 | 38.6 | 38.6 | NA | NA | 53.5 | 30.2 | 8.0 | 20.7 | 7.3 | 25.7 | 3.7 | 14.7 | 1.5 | 8.0 | 8.6 | 6.3 | 6.5 | 10.1 | 20.7 | 14.3 | 24.1 | 47.4 | 10.5 | 9.4 | 6.8 | 0.1 |
| Standard Deviation(%) | NA | 14.4 | 35.3 | 22.2 | 18.9 | 15.9 | NA | NA | 17.0 | 34.3 | 9.4 | 14.9 | 11.7 | 21.9 | 7.4 | 10.7 | 4.5 | 8.2 | 9.5 | 8.6 | 8.7 | 11.2 | 22.0 | 17.6 | 24.9 | 35.2 | 15.6 | 11.0 | 10.5 | 1.5 |
| Treynor Ratio | NA | 0.04 | -0.22 | -0.07 | -0.05 | -0.01 | NA | NA | 0.01 | -0.22 | 0.05 | -0.18 | 0.05 | 0.04 | 0.19 | -0.09 | 0.14 | 0.03 | -0.01 | 0.04 | 0.2 | 0.13 | -0.04 | 0.11 | 0.27 | -0.37 | 0.01 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.13 | -0.05 | -0.04 | -0.02 | NA | NA | -0.01 | -0.12 | -0.02 | 0.0 | -0.02 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | NA | NA |
| Beta | NA | 1.13 | 1.23 | 1.07 | 1.04 | 0.99 | NA | NA | 1.04 | 1.3 | 1.0 | 0.97 | 1.05 | 0.99 | 0.97 | 1.03 | 0.95 | 0.76 | 0.88 | 1.04 | 0.99 | 1.04 | 1.14 | 1.14 | 1.06 | 1.01 | 1.12 | 1.15 | NA | NA |
| RSquared | NA | 0.98 | 0.18 | 0.32 | 0.41 | 0.59 | NA | NA | 0.8 | 0.12 | 0.83 | 0.98 | 0.57 | 0.96 | 0.96 | 0.98 | 0.93 | 0.9 | 0.97 | 0.97 | 0.99 | 0.94 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.55 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.0 | 1.8 | 3.6 | 5.0 | 4.1 | N/A | 2.4 | 2.1 | 1.3 | 2.1 | 0.8 | 6.5 | 4.8 | 6.0 | 5.9 | 9.7 | 12.1 | 4.3 | 1.8 | 1.4 | 1.2 | 1.8 | 5.1 | 7.0 | 6.6 | 3.2 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 23.2 | -37.6 | -73.7 | -16.4 | N/A | N/A | N/A | 23.2 | 37.1 | -38.3 | 161.0 | -85.4 | 18.1 | -13.0 | -0.7 | -46.1 | -25.3 | 218.1 | 167.7 | 24.8 | 22.9 | -13.9 | -78.9 | -30.3 | 14.5 | 118.4 | 227.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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