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SGGIX: DEUTSCHE LARGE CAP FOCUS GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 94.98 0.97(1.03%) July 09
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/17/2001 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 8.80% |
| Expenses | 1.80% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/17/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 6.7 | 15.3 | 21.8 | 14.4 | 14.9 | 15.3 | 11.5 | 8.0 | 19.4 | 38.7 | -36.4 | 14.0 | 35.1 | 37.3 | -1.9 | 25.1 | 3.0 | 9.7 | 12.5 | 30.5 | 15.1 | -5.0 | 20.4 | 23.6 | -32.7 | 13.0 | 7.4 | 8.4 | 4.7 | 25.2 | -29.6 | -22.5 |
| Sharpe Ratio | NA | 0.36 | 0.53 | 0.89 | 0.55 | 0.63 | NA | NA | 0.33 | 0.68 | 2.14 | -1.18 | 0.72 | 1.03 | 2.49 | -0.16 | 3.17 | 0.19 | 0.6 | 0.87 | 2.54 | 0.98 | -0.2 | 1.03 | 1.03 | -0.94 | 0.69 | 0.37 | 0.58 | 0.31 | 1.39 | -1.07 | -1.08 |
| Draw Down(%) | NA | 23.8 | 23.8 | 23.8 | 37.7 | 37.7 | NA | NA | 51.9 | 11.4 | 11.0 | 37.8 | 13.4 | 30.1 | 6.8 | 23.2 | 2.8 | 14.9 | 12.3 | 8.3 | 6.6 | 11.0 | 22.0 | 16.3 | 20.0 | 42.5 | 7.9 | 9.6 | 6.1 | 11.1 | 11.0 | 37.4 | 36.7 |
| Standard Deviation(%) | NA | 29.6 | 24.6 | 21.6 | 22.5 | 21.2 | NA | NA | 20.5 | 18.9 | 16.3 | 32.2 | 19.5 | 33.6 | 14.4 | 19.7 | 7.8 | 14.7 | 16.3 | 14.4 | 12.0 | 15.4 | 25.6 | 19.7 | 22.7 | 35.7 | 14.6 | 11.0 | 10.8 | 11.9 | 17.6 | 28.7 | 24.2 |
| Treynor Ratio | NA | 0.11 | 0.14 | 0.22 | 0.15 | 0.15 | NA | NA | 0.08 | 0.16 | 0.42 | -0.45 | 0.24 | 0.38 | 0.55 | -0.03 | 0.3 | 0.03 | 0.1 | 0.12 | 0.32 | 0.15 | -0.05 | 0.2 | 0.26 | -0.36 | 0.12 | 0.05 | 0.07 | 0.05 | 0.27 | -0.35 | -0.36 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.05 | -0.03 | 0.03 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.93 | 0.91 | 0.89 | 0.85 | 0.87 | NA | NA | 0.88 | 0.8 | 0.83 | 0.85 | 0.59 | 0.91 | 0.66 | 0.93 | 0.83 | 0.96 | 0.99 | 1.02 | 0.95 | 1.02 | 0.95 | 1.0 | 0.91 | 0.94 | 0.87 | 0.81 | 0.85 | 0.78 | 0.9 | 0.88 | 0.72 |
| RSquared | NA | 0.98 | 0.98 | 0.96 | 0.95 | 0.94 | NA | NA | 0.94 | 0.77 | 0.93 | 0.95 | 0.52 | 0.95 | 0.69 | 0.97 | 0.84 | 0.93 | 0.97 | 0.94 | 0.91 | 0.93 | 0.97 | 0.96 | 0.97 | 0.97 | 0.95 | 0.89 | 0.85 | 0.91 | 0.97 | 0.95 | 0.93 |
| Yield(%) | N/A | 0.0 | 8.7 | 6.3 | 6.7 | 8.6 | 12.1 | 9.3 | N/A | 10.6 | 2.4 | 3.0 | 9.7 | 5.4 | 7.2 | 5.6 | 4.3 | 7.2 | 14.6 | 15.1 | 1.8 | 0.4 | 0.0 | 0.0 | 0.8 | 0.3 | 0.7 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 508.1 | -11.4 | 35.1 | 391.6 | N/A | N/A | N/A | 508.1 | -50.0 | -63.9 | 136.4 | -0.8 | 17.7 | 55.3 | -40.3 | -54.1 | -4.8 | 965.4 | 405.1 | 5800.0 | N/A | -100.0 | 103.6 | -55.4 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.0% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.35% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.06% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.99% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.00% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.54% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.55% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.93% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.06% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.08% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.89% (99%)
- VUG (Vanguard Growth ETF) 0.95% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.92% (99%)
- QQQQ (PowerShares QQQ) 0.71% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.98% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.74% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.70% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.97% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.66% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.08% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.24% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.25% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.55% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.22% (97%)
- GAM (General American Investors Closed Fund) 0.25% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.16% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.71% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)
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