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SCPCX: DWS LifeCompass Retirement S (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/13/1998 |
Last Dividend Date: | 09/29/2015 |
12-Mo. Yield | 2.92% |
Expenses | 0.95% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/13/1998 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.6 | 2.6 | 3.1 | 2.4 | -4.1 | 1.3 | 6.0 | 7.2 | -1.4 | 6.2 | 15.6 | -28.0 | 0.5 | 5.3 | 1.4 | 4.5 | 10.1 | -9.0 | -6.5 | -2.1 | -4.2 | -4.2 |
Sharpe Ratio | NA | -0.73 | 0.15 | 0.27 | -0.08 | NA | -0.26 | -0.65 | 0.24 | 1.2 | 1.45 | -0.15 | 0.83 | 1.51 | -2.1 | -0.39 | 0.39 | -0.16 | 0.68 | 1.39 | -1.1 | -1.1 | -0.89 | -1.2 | -1.33 |
Draw Down(%) | NA | 8.8 | 9.0 | 9.8 | 36.6 | NA | 38.8 | 8.8 | 4.8 | 5.3 | 4.2 | 9.8 | 6.1 | 10.6 | 32.5 | 4.8 | 4.0 | 4.1 | 5.3 | 4.6 | 14.5 | 12.7 | 5.0 | 6.4 | 9.6 |
Standard Deviation(%) | NA | 7.0 | 5.8 | 6.4 | 8.0 | NA | 7.5 | 6.8 | 5.4 | 5.0 | 5.0 | 9.1 | 7.4 | 10.3 | 13.8 | 6.5 | 5.2 | 4.9 | 5.2 | 6.8 | 9.2 | 8.2 | 6.9 | 6.2 | 6.8 |
Treynor Ratio | NA | -0.04 | 0.01 | 0.01 | -0.01 | NA | -0.02 | -0.03 | 0.01 | 0.05 | 0.06 | -0.01 | 0.05 | 0.13 | -0.25 | -0.02 | 0.02 | -0.01 | 0.06 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.03 | NA | -0.02 | -0.02 | -0.03 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.08 | -0.03 | 0.0 | -0.01 | 0.0 | 0.03 | NA | NA | NA | NA | NA |
Beta | NA | 1.37 | 1.33 | 1.34 | 1.22 | NA | 1.18 | 1.33 | 1.52 | 1.19 | 1.23 | 1.42 | 1.31 | 1.17 | 1.15 | 1.2 | 1.06 | 1.0 | 0.57 | 0.7 | NA | NA | NA | NA | NA |
RSquared | NA | 0.71 | 0.77 | 0.81 | 0.84 | NA | 0.54 | 0.71 | 0.8 | 0.87 | 0.8 | 0.88 | 0.88 | 0.91 | 0.9 | 0.74 | 0.63 | 0.49 | 0.19 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.9 | 2.7 | 2.6 | 3.0 | 2.9 | N/A | 2.0 | 2.5 | 2.4 | 2.2 | 2.2 | 2.8 | 3.9 | 4.4 | 4.1 | 3.9 | 3.3 | 1.5 | 3.3 | 3.1 | 3.6 | 5.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 30.6 | 18.8 | -34.5 | N/A | N/A | N/A | -19.4 | 10.7 | 16.7 | -4.0 | -16.7 | -14.3 | -36.4 | 7.8 | 10.9 | 21.1 | 123.5 | -50.0 | -2.9 | -18.6 | -31.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/1998
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