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SCMAX: DEUTSCHE MASSACHUSETTS TAX-FREE FUND CLASS S (MUTUAL FUND)
Basic Info 13.02 0.01(0.08%) May 02
Asset Class: | Muni Massachusetts |
MyPlanIQ Rating: | (82%) |
Start Date: | 07/30/1987 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.69% |
Expenses | 0.86% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/19/1989 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -1.3 | 2.5 | -1.8 | 0.6 | 1.9 | 3.1 | 3.2 | 4.8 | 6.5 | -10.5 | 1.1 | 4.7 | 7.3 | 0.1 | 4.9 | -0.6 | 3.9 | 10.2 | -4.8 | 8.7 | 11.0 | -0.7 | 17.6 | -5.0 | 3.8 | 4.3 | 3.0 | 3.1 | 5.1 | 10.6 | 4.4 | 10.9 | -2.3 | 6.2 | 8.1 | 4.1 | 17.9 | -6.3 | 13.3 | 9.5 | 11.5 | 6.3 | 8.9 | 10.5 | 1.3 |
Sharpe Ratio | NA | -2.96 | -0.39 | -1.1 | -0.22 | 0.23 | NA | NA | 0.74 | 0.57 | -2.51 | 0.59 | 0.56 | 2.88 | -0.65 | 1.9 | -0.33 | 1.83 | 4.52 | -1.17 | 3.12 | 3.27 | -0.2 | 4.19 | -0.79 | 0.33 | 0.51 | 0.36 | 0.61 | 1.28 | 2.03 | 0.68 | 2.79 | -2.15 | 1.02 | 1.49 | 0.13 | 3.19 | -1.38 | 3.01 | 1.94 | 2.72 | 0.33 | 1.02 | 1.75 | -0.13 |
Draw Down(%) | NA | 1.9 | 5.4 | 15.4 | 15.4 | 15.4 | NA | NA | 15.4 | 5.7 | 15.0 | 2.3 | 11.4 | 1.8 | 2.4 | 1.2 | 5.7 | 2.0 | 1.5 | 9.5 | 2.6 | 3.6 | 7.4 | 3.4 | 13.2 | 1.9 | 1.4 | 2.0 | 6.1 | 4.6 | 4.4 | 4.8 | 2.7 | 4.8 | 1.8 | 2.2 | 4.4 | 2.6 | 12.1 | 2.9 | 3.7 | 1.7 | 3.4 | 2.5 | 3.5 | 13.5 |
Standard Deviation(%) | NA | 2.9 | 3.7 | 3.8 | 4.7 | 3.7 | NA | NA | 3.9 | 4.0 | 4.7 | 1.8 | 7.9 | 2.1 | 1.8 | 2.2 | 2.6 | 2.1 | 2.2 | 4.1 | 2.8 | 3.3 | 3.7 | 4.2 | 7.4 | 2.3 | 2.1 | 2.3 | 3.6 | 3.5 | 4.7 | 3.2 | 2.5 | 2.6 | 2.8 | 3.1 | 4.6 | 4.4 | 6.7 | 3.7 | 3.6 | 2.8 | 3.3 | 3.1 | 3.3 | 8.9 |
Treynor Ratio | NA | -0.11 | -0.02 | -0.05 | -0.01 | 0.01 | NA | NA | 0.03 | 0.03 | -0.13 | 0.01 | 0.05 | 0.08 | -0.02 | 0.06 | -0.01 | 0.06 | 0.12 | -0.04 | 0.08 | 0.1 | -0.01 | 0.17 | -0.06 | 0.01 | 0.02 | 0.01 | 0.03 | 0.05 | 0.09 | 0.02 | 0.09 | -0.07 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.79 | 0.77 | 0.84 | 0.86 | 0.83 | NA | NA | 0.88 | 0.8 | 0.88 | 0.85 | 0.88 | 0.72 | 0.61 | 0.68 | 0.71 | 0.65 | 0.86 | 1.09 | 1.03 | 1.06 | 1.13 | 1.01 | 1.05 | 0.56 | 0.69 | 0.69 | 0.83 | 0.85 | 1.06 | 0.97 | 0.72 | 0.75 | 1.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.95 | 0.94 | 0.96 | 0.9 | NA | NA | 0.5 | 0.95 | 0.96 | 0.79 | 0.99 | 0.62 | 0.54 | 0.66 | 0.75 | 0.55 | 0.79 | 0.94 | 0.81 | 0.81 | 0.85 | 0.75 | 0.86 | 0.51 | 0.71 | 0.7 | 0.8 | 0.74 | 0.54 | 0.66 | 0.6 | 0.65 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 3.0 | 2.4 | 2.4 | 3.0 | 3.6 | 3.7 | N/A | 3.2 | 2.4 | 2.1 | 2.5 | 2.7 | 3.2 | 3.5 | 2.7 | 4.5 | 4.2 | 3.8 | 4.1 | 4.6 | 4.0 | 4.9 | 4.5 | 4.1 | 4.8 | 5.3 | 5.1 | 4.8 | 4.9 | 5.0 | 5.4 | 5.0 | 5.3 | 4.8 | 5.1 | 5.7 | 5.2 | 6.2 | 6.4 | 6.7 | 6.7 | 6.9 | 7.3 | 3.8 |
Dividend Growth(%) | N/A | -78.6 | 8.3 | -8.6 | -32.2 | -32.8 | -30.6 | N/A | N/A | 16.7 | 16.1 | -13.9 | -5.3 | -17.4 | -6.1 | 22.5 | -40.3 | 13.6 | 1.7 | -3.3 | -6.2 | 10.3 | -7.9 | -1.6 | 10.3 | -15.9 | -11.5 | 2.6 | 7.0 | 2.9 | -2.8 | -1.4 | -1.4 | -3.9 | 15.2 | -8.3 | 0.0 | -1.4 | -12.0 | 0.0 | 0.0 | 0.0 | -1.2 | -3.4 | 85.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/1989
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