Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KST (Dws Strategic Income) | NA | 5.46% | 12.07% | 5.75% | 13.77% | 6.81% | 7.71% | … | … |
Data as of 12/17/2018, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KST (Dws Strategic Income) | 08/18/1995 | 12/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 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 | 5.46 | 12.07 | 5.75 | 13.77 | 6.81 | 7.71 | … | … | 1.29 | 6.01 | 19.62 | -1.30 | -3.93 | -1.57 | 15.74 | 13.93 | 14.79 | 58.77 | -24.42 | -21.16 | 30.27 | 3.35 | 10.90 | 37.71 | 3.17 | 3.46 | 14.61 | 0.63 | -0.63 | 34.17 | 58.67 | 28.57 |
| Sharpe Ratio | NA | 0.10 | 1.29 | 0.57 | 1.06 | NA | NA | … | … | 0.00 | 0.85 | 2.10 | -0.17 | -0.62 | -0.11 | 1.34 | 0.81 | 0.98 | 3.60 | -0.68 | -1.33 | 1.59 | 0.09 | 0.68 | 2.56 | 0.10 | 0.05 | 0.51 | -0.13 | -0.14 | -1.41 | 3.63 | 5.58 |
| Standard Deviation(%) | NA | 4.68 | 7.04 | 7.06 | 12.11 | NA | NA | … | … | 4.71 | 6.37 | 9.22 | 7.58 | 6.35 | 14.89 | 11.83 | 17.09 | 14.96 | 16.29 | 37.00 | 18.31 | 17.01 | 13.42 | 14.62 | 14.46 | 21.21 | 22.99 | 20.87 | 20.54 | 28.23 | 14.89 | 15.06 | 17.11 |
| Draw Down(%) | NA | 3.95 | 4.35 | 12.75 | 21.49 | NA | NA | … | … | 3.95 | 2.88 | 4.35 | 11.55 | 9.45 | 19.51 | 10.01 | 15.70 | 10.32 | 17.42 | 46.59 | 31.90 | 9.92 | 10.14 | 19.86 | 9.75 | 21.81 | 26.77 | 18.15 | 21.72 | 31.25 | 5.66 | 11.19 | 2.87 |
| Yield(%) | 0.00 | 3.55 | 5.31 | 5.51 | 12.99 | 6.78 | 7.36 | … | … | 3.53 | 4.16 | 6.07 | 7.97 | 7.41 | 7.55 | 8.53 | 8.91 | 9.35 | 10.76 | 7.65 | 7.00 | 8.02 | 7.88 | 8.06 | 10.01 | 9.53 | 10.53 | 12.50 | 13.76 | 11.85 | 13.81 | 18.81 | 12.55 |
Data as of 12/17/2018, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KST (Dws Strategic Income) |
-13.37%
Nov 2005 – Nov 2008 |
-5.70%
Nov 2003 – Nov 2008 |
2.30%
Nov 1998 – Nov 2008 |
6.24%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KST (Dws Strategic Income) |
36.30%
Oct 1995 – Oct 1998 |
26.79%
Sep 1995 – Sep 2000 |
18.36%
Sep 1995 – Sep 2005 |
14.14%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart