Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KBCAX (DWS Blue Chip A) | NA | 0.29% | 17.66% | -0.18% | 3.89% | 4.78% | NA | 5.67% |
Data as of 04/12/2012, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBCAX (DWS Blue Chip A) | 06/21/1996 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.29 | 17.66 | -0.18 | 3.89 | 4.78 | NA | 5.67 | 9.99 | -2.43 | 13.40 | 33.09 | -38.78 | 3.25 | 14.21 | 7.24 | 15.54 | 28.74 | -22.66 | -16.89 | -8.64 | 26.12 | 14.40 | 26.30 | 14.61 |
| Sharpe Ratio | NA | 0.01 | 0.85 | -0.03 | 0.12 | NA | NA | 0.04 | 5.50 | -0.10 | 0.69 | 1.16 | -0.92 | 0.01 | 0.99 | 0.45 | 1.26 | 1.69 | -0.97 | -0.94 | -0.58 | 1.32 | 0.63 | -1.88 | 2.53 |
| Standard Deviation(%) | NA | 24.68 | 21.19 | 28.39 | 23.11 | NA | NA | 21.17 | 7.43 | 25.38 | 19.24 | 28.55 | 43.02 | 16.64 | 11.04 | 11.19 | 11.61 | 16.61 | 24.56 | 20.73 | 22.01 | 17.40 | 17.58 | 15.30 | 10.27 |
| Draw Down(%) | NA | 22.09 | 22.09 | 55.46 | 55.46 | NA | NA | 55.46 | 1.35 | 22.09 | 16.34 | 26.05 | 51.25 | 10.67 | 9.34 | 7.32 | 6.99 | 13.84 | 31.26 | 31.03 | 17.23 | 10.68 | 20.74 | 10.30 | 6.91 |
| Yield(%) | 0.00 | 0.63 | 1.12 | 3.37 | 3.68 | 4.58 | 4.21 | 5.62 | 0.00 | 0.67 | 0.84 | 1.16 | 0.62 | 15.09 | 10.90 | 0.32 | 0.32 | 0.00 | 0.00 | 0.00 | 2.75 | 4.14 | 3.00 | 16.09 | 20.55 |
Data as of 04/12/2012, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCAX (DWS Blue Chip A) |
-17.58%
Mar 2000 - Mar 2003 |
-6.20%
Feb 2004 - Feb 2009 |
-3.25%
Feb 1999 - Feb 2009 |
3.77%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCAX (DWS Blue Chip A) |
24.10%
Feb 2009 - Feb 2012 |
15.11%
Sep 2002 - Sep 2007 |
7.71%
Jul 1996 - Jul 2006 |
5.62%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart