Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KGDAX (DEUTSCHE GLOBAL SMALL CAP FUND CLASS A) | -1.80% | -4.26% | 1.54% | 3.29% | 0.15% | 3.84% | 3.69% | 5.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGDAX (DEUTSCHE GLOBAL SMALL CAP FUND CLASS A) | 08/25/1998 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 08/25/1998.
AR inception is since 08/25/1998.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | -4.26 | 1.54 | 3.29 | 0.15 | 3.84 | 3.69 | 5.41 | -1.80 | -0.25 | 18.73 | -28.79 | -2.72 | 16.26 | 21.98 | -22.19 | 19.49 | 1.64 | 0.62 | -4.78 | 34.49 | 14.75 | -10.46 | 26.51 | 47.08 | -49.66 | 8.53 | 21.58 | 17.80 | 23.28 | 49.86 | -19.92 | -25.18 | -5.50 | 64.32 | 9.92 |
| Sharpe Ratio | NA | -0.52 | -0.14 | 0.03 | -0.07 | NA | NA | 0.19 | -0.33 | -0.39 | 0.84 | -1.17 | -0.12 | 0.45 | 1.46 | -1.45 | 2.28 | 0.09 | 0.04 | -0.39 | 3.05 | 0.97 | -0.39 | 1.37 | 1.83 | -1.33 | 0.33 | 1.27 | 1.59 | 1.69 | 3.87 | -1.09 | -1.38 | -0.37 | 3.80 | 1.10 |
| Standard Deviation(%) | NA | 20.55 | 20.61 | 21.35 | 20.44 | NA | NA | 20.12 | 24.19 | 17.57 | 17.31 | 25.82 | 22.60 | 35.40 | 14.09 | 16.32 | 8.31 | 16.47 | 13.40 | 12.24 | 11.31 | 15.34 | 26.78 | 19.26 | 25.73 | 37.86 | 16.99 | 14.45 | 9.83 | 13.19 | 12.70 | 19.27 | 20.19 | 25.66 | 16.10 | 25.10 |
| Draw Down(%) | NA | 26.38 | 26.38 | 43.99 | 46.30 | NA | NA | 62.40 | 18.83 | 12.70 | 16.19 | 32.14 | 18.93 | 40.49 | 9.67 | 30.97 | 3.72 | 15.33 | 13.27 | 14.31 | 7.82 | 15.12 | 24.64 | 15.56 | 23.46 | 58.87 | 12.63 | 17.75 | 7.31 | 12.00 | 10.61 | 32.83 | 38.71 | 31.93 | 9.64 | 22.17 |
| Yield(%) | 0.00 | 1.20 | 0.70 | 0.53 | 3.56 | 5.53 | 5.27 | 7.52 | 0.00 | 1.24 | 0.88 | 0.01 | 0.20 | 0.00 | 0.38 | 12.60 | 12.48 | 7.57 | 5.97 | 8.40 | 11.71 | 6.64 | 2.16 | 0.99 | 0.00 | 0.46 | 6.68 | 12.63 | 5.45 | 0.00 | 0.00 | 0.42 | 0.00 | 6.72 | 10.24 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGDAX (DEUTSCHE GLOBAL SMALL CAP FUND CLASS A) |
-22.79%
Feb 2000 - Feb 2003 |
-5.26%
Sep 2017 - Sep 2022 |
-0.42%
Oct 2013 - Oct 2023 |
0.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGDAX (DEUTSCHE GLOBAL SMALL CAP FUND CLASS A) |
35.92%
Mar 2003 - Mar 2006 |
25.94%
Oct 2002 - Oct 2007 |
12.34%
Mar 2003 - Mar 2013 |
10.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart