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SGSCX: DEUTSCHE GLOBAL SMALL CAP FUND CLASS S (MUTUAL FUND)
Basic Info 32.17 0.1(0.31%) July 18
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/20/1991 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 6.07% |
| Expenses | 1.12% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/1991 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 6.7 | 5.3 | 9.9 | 4.6 | 1.9 | 5.5 | 4.5 | 7.4 | -0.9 | 19.6 | -28.3 | -1.2 | 16.5 | 22.3 | -22.0 | 19.8 | 1.9 | 0.9 | -4.5 | 34.8 | 15.0 | -10.2 | 27.1 | 47.4 | -49.5 | 8.9 | 22.0 | 18.2 | 23.6 | 50.2 | -20.1 | -25.0 | -5.0 | 64.8 | 16.4 | 10.1 | 21.5 | 17.8 | -7.7 | 38.2 | -1.0 | 6.8 |
| Sharpe Ratio | NA | 0.52 | 0.28 | 0.31 | 0.13 | 0.03 | NA | NA | 0.31 | -0.42 | 0.9 | -1.16 | -0.06 | 0.46 | 1.48 | -1.43 | 2.32 | 0.1 | 0.06 | -0.37 | 3.08 | 0.99 | -0.38 | 1.4 | 1.84 | -1.33 | 0.35 | 1.3 | 1.63 | 1.72 | 3.88 | -1.1 | -1.37 | -0.35 | 3.82 | 0.7 | 0.6 | 2.38 | 1.72 | -1.5 | 5.51 | -0.44 | 267.94 |
| Draw Down(%) | NA | 18.8 | 22.4 | 22.4 | 43.1 | 46.0 | NA | NA | 62.3 | 13.5 | 16.2 | 32.0 | 17.9 | 40.5 | 9.6 | 30.8 | 3.7 | 15.3 | 13.2 | 14.2 | 7.8 | 15.1 | 24.5 | 15.4 | 23.4 | 58.8 | 12.6 | 17.7 | 7.3 | 11.9 | 10.6 | 32.9 | 38.6 | 31.7 | 9.7 | 32.5 | 9.8 | 6.9 | 5.7 | 12.4 | 3.5 | 9.0 | 0.0 |
| Standard Deviation(%) | NA | 21.2 | 19.8 | 19.5 | 20.4 | 20.3 | NA | NA | 18.4 | 17.9 | 17.2 | 25.7 | 21.7 | 35.4 | 14.1 | 16.3 | 8.3 | 16.5 | 13.4 | 12.2 | 11.3 | 15.3 | 26.8 | 19.3 | 25.7 | 37.9 | 17.0 | 14.4 | 9.8 | 13.2 | 12.8 | 19.3 | 20.2 | 25.8 | 16.1 | 18.7 | 10.8 | 7.5 | 8.1 | 7.1 | 6.5 | 7.8 | 5.5 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.05 | 0.02 | 0.01 | NA | NA | 0.06 | -0.07 | 0.14 | -0.26 | -0.01 | 0.14 | 0.18 | -0.22 | 0.22 | 0.02 | 0.01 | -0.05 | 0.43 | 0.17 | -0.1 | 0.32 | 0.56 | -0.6 | 0.07 | 0.21 | 0.22 | 0.29 | 0.73 | -0.35 | -0.35 | -0.08 | 1.08 | 0.2 | 0.16 | 0.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.02 | -0.02 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | 0.01 | -0.05 | -0.03 | 0.02 | -0.01 | -0.03 | -0.01 | -0.01 | 0.02 | 0.0 | 0.07 | 0.0 | 0.02 | 0.06 | 0.05 | -0.08 | -0.02 | -0.01 | 0.02 | 0.02 | 0.07 | -0.05 | -0.04 | 0.06 | 0.14 | 0.02 | 0.03 | 0.07 | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.04 | 1.12 | 1.1 | 1.07 | NA | NA | 0.88 | 1.03 | 1.13 | 1.15 | 1.04 | 1.14 | 1.16 | 1.06 | 0.88 | 0.88 | 0.78 | 0.91 | 0.81 | 0.87 | 0.98 | 0.86 | 0.84 | 0.84 | 0.86 | 0.91 | 0.73 | 0.79 | 0.67 | 0.6 | 0.79 | 1.11 | 0.57 | 0.67 | 0.42 | 0.54 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.68 | 0.7 | 0.66 | 0.74 | NA | NA | 0.7 | 0.49 | 0.64 | 0.82 | 0.39 | 0.9 | 0.74 | 0.77 | 0.58 | 0.8 | 0.79 | 0.65 | 0.77 | 0.84 | 0.92 | 0.89 | 0.92 | 0.93 | 0.9 | 0.8 | 0.6 | 0.62 | 0.61 | 0.45 | 0.55 | 0.47 | 0.21 | 0.53 | 0.32 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.0 | 2.9 | 1.7 | 3.8 | 6.1 | 5.3 | N/A | 6.3 | 1.2 | 0.2 | 0.5 | 0.0 | 0.4 | 11.9 | 11.9 | 7.3 | 5.8 | 8.4 | 11.7 | 6.5 | 2.4 | 1.6 | 0.0 | 0.6 | 6.9 | 12.8 | 5.7 | 0.1 | 0.0 | 0.0 | 0.0 | 6.7 | 10.2 | 0.0 | 10.4 | 5.7 | 4.2 | 0.5 | 2.7 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 534.1 | 756.9 | -82.7 | -25.7 | 53.2 | N/A | N/A | 534.1 | 325.4 | -59.7 | N/A | -100.0 | -98.1 | 8.1 | 59.3 | 18.1 | -40.3 | -13.8 | 94.2 | 138.2 | 90.8 | N/A | -100.0 | -91.3 | -42.7 | 158.6 | 6068.8 | N/A | N/A | N/A | -100.0 | 1.5 | N/A | -100.0 | 106.6 | 55.9 | 693.8 | -75.4 | 364.3 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1991
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