Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PLUSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS A) | 3.24% | -23.44% | -3.99% | -2.76% | 0.04% | 3.26% | 2.49% | 2.57% |
Data as of 06/20/2025, AR inception is 12/28/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PLUSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS A) | 12/28/2004 | 06/20/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.14 | -23.44 | -3.99 | -2.76 | 0.04 | 3.26 | 2.49 | 2.57 | 3.24 | -21.60 | 9.70 | -16.21 | 5.24 | 4.63 | 19.72 | -7.65 | 13.80 | 2.56 | -1.13 | 4.58 | 19.76 | 13.22 | -4.57 | 12.84 | 28.70 | -37.06 | 3.99 | 15.94 | 6.67 | 0.01 |
Sharpe Ratio | NA | -0.76 | -0.31 | -0.25 | -0.08 | NA | NA | 0.08 | 0.28 | -0.82 | 0.59 | -1.18 | 0.44 | 0.20 | 2.47 | -0.84 | 2.95 | 0.29 | -0.12 | 0.53 | 2.26 | 1.18 | -0.21 | 0.73 | 1.15 | -1.08 | 0.06 | 1.16 | 0.43 | -0.47 |
Standard Deviation(%) | NA | 35.32 | 22.17 | 18.92 | 15.86 | NA | NA | 17.05 | 14.43 | 34.28 | 9.37 | 14.93 | 11.73 | 21.85 | 7.43 | 10.67 | 4.49 | 8.22 | 9.52 | 8.56 | 8.73 | 11.21 | 21.97 | 17.55 | 24.87 | 35.16 | 15.64 | 10.98 | 10.53 | 1.52 |
Draw Down(%) | NA | 35.80 | 35.80 | 38.58 | 38.58 | NA | NA | 53.49 | 10.91 | 30.19 | 7.96 | 20.69 | 7.34 | 25.65 | 3.74 | 14.69 | 1.52 | 7.96 | 8.59 | 6.30 | 6.48 | 10.11 | 20.74 | 14.33 | 24.13 | 47.44 | 10.51 | 9.40 | 6.83 | 0.10 |
Yield(%) | 0.00 | 2.28 | 2.04 | 1.82 | 3.64 | 4.96 | 4.12 | 4.19 | 0.00 | 2.42 | 2.10 | 1.27 | 2.14 | 0.84 | 6.55 | 4.82 | 5.98 | 5.93 | 9.69 | 12.12 | 4.29 | 1.82 | 1.36 | 1.22 | 1.79 | 5.06 | 6.99 | 6.56 | 3.19 | 0.95 |
Data as of 06/20/2025, AR inception is 12/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PLUSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS A) |
-14.87%
Feb 2006 - Feb 2009 |
-4.52%
Dec 2019 - Dec 2024 |
-0.23%
Apr 2015 - Apr 2025 |
1.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PLUSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS A) |
21.48%
Feb 2009 - Feb 2012 |
17.55%
Feb 2009 - Feb 2014 |
10.36%
Feb 2009 - Feb 2019 |
7.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart