Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDHBX (DWS EQUITY DIVIDEND FUND CLASS B) | NA | 2.74% | -0.78% | 4.97% | -0.49% | 2.07% | 4.36% | … | … |
Data as of 01/23/2017, Common starting date is 09/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDHBX (DWS EQUITY DIVIDEND FUND CLASS B) | 09/15/1995 | 01/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.74 | -0.78 | 4.97 | -0.49 | 2.07 | 4.36 | … | … | 0.00 | -4.14 | -7.85 | 8.84 | 26.00 | 11.11 | -3.12 | 11.53 | 22.37 | -45.94 | -2.01 | 16.46 | 6.83 | 12.54 | 30.28 | -19.19 | 0.41 | 40.13 | -13.86 | 11.02 | 30.77 | 27.65 | 8.95 |
| Sharpe Ratio | NA | 0.16 | -0.07 | 0.40 | -0.04 | NA | NA | … | … | 0.00 | -0.62 | -0.50 | 0.81 | 2.15 | 0.80 | -0.13 | 0.65 | 0.66 | -0.94 | -0.30 | 1.37 | 0.43 | 1.16 | 1.93 | -0.92 | -0.13 | 1.86 | -1.01 | 0.41 | -1.46 | 1.92 | 2.67 |
| Standard Deviation(%) | NA | 4.86 | 11.64 | 12.21 | 23.97 | NA | NA | … | … | NA | 7.01 | 15.62 | 10.89 | 12.07 | 13.89 | 24.91 | 17.64 | 33.94 | 49.63 | 16.73 | 9.64 | 10.93 | 9.97 | 15.30 | 22.00 | 15.21 | 19.39 | 16.95 | 18.95 | 16.70 | 12.48 | 11.52 |
| Draw Down(%) | NA | 2.41 | 17.87 | 17.87 | 66.23 | NA | NA | … | … | 0.00 | 7.47 | 16.88 | 7.90 | 7.13 | 10.28 | 22.18 | 16.80 | 33.86 | 57.34 | 14.28 | 7.36 | 6.47 | 7.27 | 13.12 | 36.50 | 15.35 | 18.48 | 23.76 | 19.10 | 10.14 | 7.00 | 4.46 |
| Yield(%) | 0.00 | 0.00 | 0.87 | 1.34 | 1.56 | 1.84 | 3.19 | … | … | 0.00 | 0.00 | 1.40 | 1.08 | 1.74 | 1.60 | 0.36 | 0.23 | 0.91 | 3.09 | 7.52 | 3.00 | 0.61 | 0.71 | 0.99 | 0.70 | 0.45 | 1.84 | 7.63 | 6.43 | 7.01 | 4.35 | 0.32 |
Data as of 01/23/2017, Common starting date is 09/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDHBX (DWS EQUITY DIVIDEND FUND CLASS B) |
-22.95%
Feb 2006 – Feb 2009 |
-11.41%
Feb 2004 – Feb 2009 |
-2.57%
Feb 1999 – Feb 2009 |
1.95%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDHBX (DWS EQUITY DIVIDEND FUND CLASS B) |
24.66%
Oct 1995 – Oct 1998 |
19.58%
Feb 2009 – Feb 2014 |
11.62%
Oct 1995 – Oct 2005 |
6.77%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart