Find A Portfolio/Ticker
Comparison Box
PPLSX: DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S (MUTUAL FUND)
Basic Info 7.5 0(0.0%) July 01
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 2.54% |
| Expenses | 0.81% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
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(%) | 1.1 | 6.1 | -21.1 | -3.6 | -1.9 | 0.6 | 4.1 | 2.9 | 3.1 | -21.5 | 9.9 | -16.0 | 5.5 | 4.9 | 19.9 | -7.3 | 14.0 | 2.8 | -1.0 | 5.0 | 20.1 | 13.4 | -4.3 | 13.7 | 28.9 | -36.9 | 4.4 | 16.1 | 6.9 | -0.0 |
| Sharpe Ratio | NA | 0.64 | -0.7 | -0.32 | -0.2 | -0.05 | NA | NA | 0.1 | -0.82 | 0.61 | -1.17 | 0.47 | 0.21 | 2.48 | -0.81 | 2.95 | 0.32 | -0.1 | 0.58 | 2.33 | 1.19 | -0.2 | 0.78 | 1.16 | -1.08 | 0.09 | 1.19 | 0.46 | -3.43 |
| Draw Down(%) | NA | 10.9 | 35.8 | 35.8 | 38.2 | 38.2 | NA | NA | 53.3 | 30.3 | 8.0 | 20.5 | 7.4 | 25.7 | 3.7 | 14.5 | 1.5 | 8.0 | 8.5 | 6.3 | 6.5 | 10.1 | 20.6 | 13.9 | 24.1 | 47.3 | 10.5 | 9.4 | 6.8 | 0.1 |
| Standard Deviation(%) | NA | 14.0 | 35.3 | 22.1 | 18.9 | 15.9 | NA | NA | 17.0 | 34.3 | 9.4 | 14.9 | 11.8 | 22.0 | 7.5 | 10.7 | 4.6 | 8.2 | 9.5 | 8.6 | 8.6 | 11.3 | 22.0 | 17.5 | 24.8 | 35.0 | 15.6 | 10.9 | 10.5 | 1.6 |
| Treynor Ratio | NA | 0.08 | -0.2 | -0.07 | -0.04 | -0.01 | NA | NA | 0.02 | -0.12 | 0.06 | -0.18 | 0.05 | 0.05 | 0.19 | -0.08 | 0.14 | 0.03 | -0.01 | 0.05 | 0.2 | 0.13 | -0.04 | 0.12 | 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 | -0.1 | -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 | 1.1 | 1.21 | 1.06 | 1.04 | 0.99 | NA | NA | 1.03 | 2.3 | 0.93 | 0.97 | 1.08 | 0.96 | 0.98 | 1.02 | 0.96 | 0.75 | 0.87 | 1.04 | 0.98 | 1.05 | 1.14 | 1.14 | 1.06 | 1.01 | 1.12 | 1.14 | NA | NA |
| RSquared | NA | 0.96 | 0.17 | 0.31 | 0.41 | 0.59 | NA | NA | 0.8 | 0.47 | 0.72 | 0.97 | 0.61 | 0.89 | 0.97 | 0.98 | 0.93 | 0.9 | 0.97 | 0.97 | 0.99 | 0.95 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.55 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.5 | 2.3 | 2.1 | 3.9 | 5.6 | 4.4 | N/A | 2.7 | 2.4 | 1.5 | 2.4 | 1.1 | 6.9 | 5.1 | 6.3 | 6.2 | 10.0 | 12.4 | 4.6 | 2.1 | 1.6 | 1.9 | 2.1 | 5.2 | 7.3 | 6.9 | 3.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 20.4 | -35.3 | -70.8 | -16.4 | N/A | N/A | N/A | 20.4 | 33.8 | -36.6 | 125.0 | -81.7 | 17.9 | -13.0 | -0.3 | -45.2 | -25.0 | 204.1 | 147.8 | 22.4 | -7.9 | 14.6 | -75.8 | -30.8 | 13.9 | 109.7 | 242.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 0.07% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.06% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.0% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.11% (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 0.0% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.07% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.0% (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.07% (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.06% (88%)
Latest Articles Related to PPLSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
