Find A Portfolio/Ticker
Comparison Box
SSDAX: DEUTSCHE SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 30.67 0.89(2.99%) May 12
Asset Class: | Small Growth |
MyPlanIQ Rating: | (28%) |
Start Date: | 09/23/2002 |
Last Dividend Date: | 12/13/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/09/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/23/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.3 | -4.5 | -4.3 | 2.4 | 5.4 | 3.2 | 7.2 | 5.2 | 6.1 | 3.5 | 13.6 | -26.3 | 1.6 | 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 | -0.84 | -0.61 | -0.07 | 0.06 | 0.04 | NA | NA | 0.2 | -0.17 | 0.54 | -0.97 | 0.07 | 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 | 23.8 | 26.7 | 26.7 | 41.7 | 41.7 | NA | NA | 66.1 | 10.3 | 15.3 | 32.3 | 18.7 | 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 | 27.4 | 22.4 | 21.6 | 23.1 | 22.5 | NA | NA | 23.3 | 18.6 | 17.4 | 28.8 | 23.7 | 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 | -0.29 | -0.16 | -0.02 | 0.02 | 0.01 | NA | NA | 0.05 | -0.03 | 0.11 | -0.32 | 0.02 | 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 | -0.04 | -0.02 | -0.01 | -0.02 | NA | NA | -0.01 | -0.04 | -0.02 | -0.01 | -0.01 | -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 | 0.81 | 0.87 | 0.86 | 0.9 | 0.94 | NA | NA | 0.96 | 0.94 | 0.85 | 0.86 | 0.98 | 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 | 0.91 | 0.9 | 0.92 | 0.89 | 0.92 | NA | NA | 0.93 | 0.9 | 0.91 | 0.96 | 0.76 | 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 | 0.0 | 0.0 | 0.0 | 2.8 | 5.6 | 4.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 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 | N/A | N/A | N/A | -100.0 | -19.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 288.2 | N/A | -100.0 | -53.9 | 17.1 | N/A | N/A | N/A | N/A | -100.0 | 6.4 | -77.9 | -17.7 | 1052.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
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 Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 3.71% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 3.62% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 3.77% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 2.58% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 2.54% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 3.77% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 3.74% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 2.55% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 3.61% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 2.45% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 3.43% (99%)
- IWO (iShares Russell 2000 Growth ETF) 3.79% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 3.09% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 3.90% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 3.86% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 3.10% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 2.53% (23%)