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SSDAX: DEUTSCHE SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 30.62 0.69(2.20%) April 30
Asset Class: | Small Growth |
MyPlanIQ Rating: | (28%) |
Start Date: | 09/23/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.85% |
Expenses | 1.23% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | -1.4 | 11.1 | -4.9 | 4.3 | 5.6 | 11.0 | 6.1 | 6.9 | 14.6 | -26.1 | 12.5 | 27.3 | 20.9 | -13.8 | 20.8 | 8.6 | -2.6 | 2.4 | 44.3 | 11.1 | 2.7 | 29.7 | 39.9 | -50.4 | 5.6 | 4.7 | 6.9 | 12.9 | 22.1 | 8.2 |
Sharpe Ratio | NA | -0.18 | 0.62 | -0.31 | 0.12 | 0.22 | NA | NA | 0.26 | 0.6 | -0.96 | 0.6 | 0.7 | 1.25 | -0.82 | 1.8 | 0.45 | -0.15 | 0.13 | 3.05 | 0.62 | 0.08 | 1.29 | 1.27 | -1.2 | 0.13 | 0.08 | 0.29 | 0.7 | 1.15 | 1.08 |
Draw Down(%) | NA | 8.1 | 15.3 | 35.4 | 39.6 | 41.6 | NA | NA | 66.1 | 15.3 | 32.3 | 11.1 | 39.6 | 8.2 | 27.5 | 4.9 | 16.8 | 15.7 | 15.9 | 5.9 | 15.5 | 26.8 | 16.6 | 27.1 | 61.0 | 15.2 | 20.6 | 11.7 | 17.1 | 18.5 | 10.1 |
Standard Deviation(%) | NA | 17.3 | 17.1 | 22.0 | 25.8 | 21.8 | NA | NA | 23.2 | 17.6 | 28.8 | 21.0 | 38.7 | 15.6 | 18.4 | 11.2 | 18.6 | 17.9 | 18.1 | 14.5 | 18.0 | 31.3 | 22.9 | 31.4 | 42.8 | 19.9 | 18.5 | 16.4 | 17.1 | 18.5 | 29.7 |
Treynor Ratio | NA | -0.03 | 0.12 | -0.08 | 0.03 | 0.05 | NA | NA | 0.06 | 0.12 | -0.32 | 0.13 | 0.27 | 0.21 | -0.16 | 0.2 | 0.08 | -0.02 | 0.02 | 0.45 | 0.11 | 0.03 | 0.31 | 0.42 | -0.53 | 0.03 | 0.01 | 0.05 | 0.14 | 0.24 | 0.31 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | NA | NA | -0.01 | -0.02 | -0.01 | 0.03 | -0.02 | -0.03 | -0.04 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.0 | -0.08 | -0.01 | -0.03 | -0.01 | 0.0 | -0.05 | 0.01 |
Beta | NA | 0.89 | 0.88 | 0.87 | 0.93 | 0.95 | NA | NA | 0.96 | 0.86 | 0.86 | 0.96 | 1.0 | 0.95 | 0.93 | 1.03 | 1.03 | 1.09 | 1.12 | 0.98 | 1.03 | 0.96 | 0.95 | 0.94 | 0.96 | 1.02 | 1.04 | 1.04 | 0.88 | 0.9 | 1.03 |
RSquared | NA | 0.9 | 0.9 | 0.93 | 0.94 | 0.94 | NA | NA | 0.94 | 0.91 | 0.96 | 0.89 | 0.96 | 0.92 | 0.95 | 0.9 | 0.94 | 0.94 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.95 | 0.88 | 0.91 | 0.9 | 0.9 | 0.89 | 0.86 |
Yield(%) | N/A | 0.0 | 0.9 | 3.6 | 3.0 | 5.4 | 10.8 | 5.6 | N/A | 1.0 | 0.3 | 10.6 | 0.0 | 0.0 | 16.7 | 5.0 | 0.0 | 5.6 | 11.1 | 12.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6 | 1.5 | 6.6 | 8.2 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 136.4 | -26.0 | -65.8 | 119.8 | N/A | N/A | N/A | 136.4 | -97.1 | N/A | N/A | -100.0 | 287.7 | N/A | -100.0 | -53.8 | 17.0 | N/A | N/A | N/A | N/A | -100.0 | 5.6 | -77.6 | -17.9 | 1052.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
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