Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BTIIX (DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS) | 7.36% | 1.57% | -4.17% | -1.65% | -0.90% | 3.46% | 7.46% | 5.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTIIX (DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS) | 06/20/1996 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | -4.17 | -1.65 | -0.90 | 3.46 | 7.46 | 5.74 | 7.36 | 1.57 | 5.51 | 0.67 | -27.49 | 12.65 | -1.23 | 31.29 | -4.99 | 19.10 | 11.65 | 1.23 | 13.30 | 31.98 | 15.73 | 1.96 | 15.00 | 26.42 | -37.03 | 5.48 | 15.72 | 4.85 | 10.30 | 28.39 | -22.11 | -12.04 | -8.91 | 20.75 | 28.80 | 39.01 | 26.49 |
| Sharpe Ratio | NA | -0.42 | -0.28 | -0.13 | 0.08 | NA | NA | 0.27 | 0.04 | -0.05 | -0.14 | -1.05 | 0.76 | -0.04 | 2.39 | -0.36 | 2.66 | 0.87 | 0.08 | 1.17 | 2.89 | 1.24 | 0.08 | 0.82 | 0.97 | -0.92 | 0.16 | 1.25 | 0.26 | 0.84 | 1.62 | -0.89 | -0.68 | -0.59 | 0.98 | 1.24 | 1.93 | 3.81 |
| Standard Deviation(%) | NA | 24.75 | 25.07 | 23.59 | 21.48 | NA | NA | 20.44 | 27.05 | 19.77 | 25.88 | 27.63 | 16.66 | 37.21 | 12.50 | 17.56 | 6.98 | 13.09 | 15.48 | 11.38 | 11.05 | 12.74 | 23.39 | 18.08 | 27.23 | 40.94 | 15.99 | 10.04 | 10.29 | 11.15 | 17.13 | 25.95 | 21.49 | 22.21 | 17.88 | 20.51 | 18.27 | 13.66 |
| Draw Down(%) | NA | 29.79 | 29.79 | 41.31 | 41.31 | NA | NA | 55.24 | 18.96 | 17.39 | 20.18 | 29.01 | 13.86 | 33.83 | 6.63 | 20.01 | 3.71 | 10.31 | 11.99 | 7.31 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.76 | 9.84 | 7.46 | 7.00 | 7.83 | 13.78 | 33.01 | 29.18 | 16.30 | 11.82 | 19.11 | 10.74 | 7.24 |
| Yield(%) | 0.00 | 0.96 | 1.25 | 1.39 | 6.39 | 9.14 | 6.94 | 54.90 | 0.00 | 1.42 | 1.66 | 1.16 | 1.53 | 1.60 | 15.91 | 17.66 | 13.59 | 11.71 | 7.77 | 5.53 | 2.23 | 2.30 | 1.94 | 1.97 | 2.34 | 1.83 | 1.96 | 1.92 | 1.75 | 1.61 | 1.74 | 1.25 | 2.34 | 8.91 | 2.82 | 3.70 | 44.37 | 14.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIIX (DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS) |
-16.09%
Mar 2000 - Mar 2003 |
-6.76%
Feb 2004 - Feb 2009 |
-3.53%
Feb 1999 - Feb 2009 |
3.62%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIIX (DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS) |
35.27%
Jul 1996 - Jul 1999 |
22.80%
Feb 2009 - Feb 2014 |
16.15%
Feb 2009 - Feb 2019 |
10.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart