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PPILX: DEUTSCHE SHORT DURATION FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 09/02/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.94% |
| Expenses | 0.38% |
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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 | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.7 | 6.3 | 6.7 | 4.1 | 3.3 | 2.8 | 2.6 | 5.3 | 9.9 | -2.5 | 0.8 | 6.1 | 5.9 | 0.8 | 2.6 | 2.0 | -0.0 | 0.5 | 1.6 | 4.5 | 0.4 | 4.5 | 7.8 | -8.5 |
| Sharpe Ratio | NA | 1.06 | 1.24 | 1.24 | 0.87 | 0.87 | NA | 0.57 | -0.53 | 1.88 | -1.49 | 0.78 | 1.58 | 3.16 | -0.54 | 2.0 | 1.55 | -0.03 | 0.56 | 1.76 | 4.57 | 0.3 | 2.76 | 0.8 | -4.3 |
| Draw Down(%) | NA | 1.3 | 1.3 | 3.0 | 5.8 | 8.7 | NA | 10.4 | 1.2 | 1.4 | 5.4 | 0.7 | 8.7 | 0.5 | 0.4 | 0.4 | 0.9 | 1.2 | 1.3 | 0.8 | 0.4 | 2.9 | 1.1 | 6.7 | 10.4 |
| Standard Deviation(%) | NA | 2.6 | 2.5 | 2.8 | 2.3 | 2.1 | NA | 3.0 | 2.4 | 3.1 | 2.6 | 1.0 | 3.7 | 1.4 | 0.9 | 1.0 | 1.2 | 1.2 | 0.9 | 0.9 | 1.0 | 1.3 | 1.6 | 9.6 | 5.5 |
| Treynor Ratio | NA | 0.04 | 0.04 | 0.05 | 0.03 | 0.03 | NA | 0.03 | -0.02 | 0.08 | -0.06 | 0.02 | 0.06 | 0.1 | -0.02 | 0.09 | 0.07 | 0.01 | 0.08 | 0.28 | 0.29 | 0.01 | 0.1 | 0.24 | -0.54 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.07 |
| Beta | NA | 0.69 | 0.73 | 0.73 | 0.68 | 0.66 | NA | 0.55 | 0.79 | 0.73 | 0.6 | 0.35 | 1.04 | 0.47 | 0.23 | 0.23 | 0.25 | -0.02 | 0.06 | 0.06 | 0.16 | 0.31 | 0.45 | 0.31 | 0.43 |
| RSquared | NA | 0.61 | 0.68 | 0.75 | 0.7 | 0.56 | NA | 0.17 | 0.8 | 0.75 | 0.73 | 0.28 | 0.66 | 0.33 | 0.12 | 0.09 | 0.12 | 0.0 | 0.01 | 0.01 | 0.04 | 0.13 | 0.32 | 0.01 | 0.16 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 7.4 | 4.4 | 2.1 | 4.1 | 3.2 | 2.8 | 2.8 | 2.8 | 2.7 | 2.7 | 2.9 | 3.2 | 3.8 | 3.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -58.3 | N/A | N/A | N/A | N/A | N/A | N/A | -32.7 | 58.2 | 103.2 | -47.1 | 30.9 | 13.4 | -1.5 | -0.4 | 1.2 | -2.8 | -7.1 | -8.6 | -19.6 | -1.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2008
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