Find A Portfolio/Ticker
Comparison Box
SQMAX: DEUTSCHE MASSACHUSETTS TAX-FREE FUND CLASS A (MUTUAL FUND)
Basic Info 12.79 0.01(0.08%) July 03
| Asset Class: | Muni Massachusetts |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 06/18/2001 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 2.71% |
| Expenses | 0.86% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/18/2001 |
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(%) | 0.2 | -1.1 | 0.2 | 1.9 | -0.1 | 1.6 | 2.4 | 3.4 | 4.1 | 1.3 | 6.2 | -10.2 | 1.0 | 5.1 | 7.1 | 0.1 | 4.9 | -0.6 | 3.6 | 9.9 | -5.0 | 8.4 | 10.7 | -0.8 | 20.9 | -3.4 | 4.9 | 6.9 | 5.5 | 6.8 | 8.7 | 10.0 | 1.2 |
| Sharpe Ratio | NA | -0.87 | -0.63 | -0.34 | -0.57 | 0.05 | NA | NA | 0.75 | -1.7 | 0.49 | -2.45 | 0.57 | 0.61 | 2.85 | -0.67 | 1.97 | -0.3 | 1.7 | 4.43 | -1.24 | 3.03 | 3.19 | -0.25 | 4.99 | -0.58 | 0.77 | 1.58 | 1.41 | 1.58 | 2.14 | 1.94 | 0.16 |
| Draw Down(%) | NA | 5.0 | 5.4 | 8.5 | 15.3 | 15.3 | NA | NA | 15.3 | 2.3 | 5.9 | 14.9 | 2.3 | 11.4 | 1.8 | 2.6 | 1.2 | 5.8 | 2.1 | 1.5 | 9.6 | 2.6 | 3.6 | 7.5 | 3.0 | 13.0 | 1.6 | 1.2 | 1.7 | 5.4 | 3.9 | 4.4 | 4.8 |
| Standard Deviation(%) | NA | 6.0 | 4.8 | 4.2 | 3.7 | 3.9 | NA | NA | 3.9 | 3.1 | 3.9 | 4.8 | 1.7 | 7.9 | 2.0 | 1.8 | 2.2 | 2.6 | 2.1 | 2.2 | 4.1 | 2.8 | 3.3 | 3.6 | 4.2 | 7.5 | 2.4 | 2.3 | 2.4 | 3.7 | 3.7 | 4.6 | 3.5 |
| Treynor Ratio | NA | -0.07 | -0.04 | -0.02 | -0.03 | 0.0 | NA | NA | 0.03 | -0.07 | 0.02 | -0.13 | 0.01 | 0.06 | 0.08 | -0.02 | 0.06 | -0.01 | 0.05 | 0.12 | -0.05 | 0.08 | 0.1 | -0.01 | 0.21 | -0.04 | 0.03 | 0.05 | 0.05 | 0.07 | 0.09 | 0.09 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 |
| Beta | NA | 0.77 | 0.77 | 0.8 | 0.81 | 0.82 | NA | NA | 0.87 | 0.76 | 0.79 | 0.88 | 0.81 | 0.87 | 0.71 | 0.62 | 0.67 | 0.71 | 0.65 | 0.86 | 1.08 | 1.03 | 1.06 | 1.12 | 0.98 | 1.05 | 0.57 | 0.69 | 0.65 | 0.8 | 0.88 | 1.04 | 1.02 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.94 | 0.92 | NA | NA | 0.81 | 0.94 | 0.95 | 0.96 | 0.81 | 0.98 | 0.64 | 0.56 | 0.65 | 0.76 | 0.56 | 0.79 | 0.95 | 0.81 | 0.81 | 0.85 | 0.72 | 0.85 | 0.48 | 0.62 | 0.59 | 0.71 | 0.68 | 0.53 | 0.72 |
| Yield(%) | N/A | 1.4 | 2.7 | 2.8 | 2.4 | 2.7 | 3.2 | 3.9 | N/A | 2.6 | 2.9 | 2.6 | 1.9 | 2.7 | 2.6 | 3.0 | 3.4 | 2.9 | 4.3 | 3.9 | 3.5 | 3.8 | 4.5 | 4.0 | 7.9 | 6.0 | 5.1 | 7.2 | 7.7 | 8.4 | 7.9 | 4.3 | 2.5 |
| Dividend Growth(%) | N/A | -47.8 | -2.3 | 9.8 | -20.6 | -46.6 | N/A | N/A | N/A | -8.8 | 0.6 | 36.2 | -30.8 | 8.5 | -14.0 | -10.8 | 12.6 | -32.5 | 16.6 | 2.3 | -4.5 | -10.2 | 7.3 | -43.6 | 19.5 | 17.3 | -28.8 | -9.4 | -9.7 | 5.9 | 95.7 | 67.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2001
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 Muni Massachusetts Asset Class Trend Rankings |
Top Rated Funds in Muni Massachusetts
Best Mutual Funds
- VMATX (VANGUARD MASSACHUSETTS TAX-EXEMPT FUND INVESTOR SHARES) 0.0% (97%)
- SMAAX (AIG GOVERNMENT MONEY MARKET FUND CLASS A) 0.10% (94%)
- MMBMX (BNY MELLON MASSACHUSETTS INTERMEDIATE MUNICIPAL BOND FUND CLASS M SHARES) 0.0% (91%)
- SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS Z) 0.0% (88%)
- MMBIX (BNY MELLON MASSACHUSETTS INTERMEDIATE MUNICIPAL BOND FUND INVESTOR SHARES) 0.0% (84%)
- SCMAX (DEUTSCHE MASSACHUSETTS TAX-FREE FUND CLASS S) 0.08% (81%)
- FDMMX (FIDELITY MASSACHUSETTS MUNICIPAL INCOME FUND FIDELITY MASSACHUSETTS MUNICIPAL INCOME FUND) 0.0% (78%)
- NBMAX (NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND NUVEEN MASSACHUSETTS MUNICIPAL BOND FUND - CLASS I) 0.11% (75%)
- EIMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLASS I) 0.0% (72%)
- LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) 0.09% (69%)
Best Closed End Funds
* Day change on 07/03/2025.Latest Articles Related to SQMAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
