Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) | 8.75% | 26.77% | 17.51% | 12.38% | 14.19% | 14.75% | 11.17% | 8.93% |
Data as of 08/05/2025, AR inception is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) | 07/13/2001 | 08/05/2025 |
| 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 26.77 | 17.51 | 12.38 | 14.19 | 14.75 | 11.17 | 8.93 | 8.75 | 15.59 | 28.61 | -35.94 | 14.39 | 30.71 | 36.63 | -2.19 | 25.95 | 3.73 | 7.83 | 12.20 | 34.12 | 15.33 | -5.20 | 15.87 | 25.57 | -32.98 | 11.98 | 8.06 | 8.16 | 7.10 | 25.95 | -29.57 | -5.85 |
| Sharpe Ratio | NA | 0.72 | 0.73 | 0.50 | 0.61 | NA | NA | 0.39 | 0.43 | 0.49 | 1.49 | -1.20 | 0.78 | 0.88 | 2.45 | -0.18 | 3.31 | 0.25 | 0.48 | 0.90 | 2.90 | 1.05 | -0.21 | 0.87 | 1.14 | -0.96 | 0.62 | 0.44 | 0.56 | 0.55 | 1.50 | -1.10 | -0.61 |
| Standard Deviation(%) | NA | 22.60 | 20.13 | 21.33 | 20.70 | NA | NA | 19.91 | 26.06 | 18.26 | 16.52 | 31.29 | 18.38 | 34.30 | 14.40 | 19.86 | 7.69 | 14.34 | 16.29 | 13.60 | 11.75 | 14.67 | 25.37 | 18.24 | 22.33 | 35.30 | 14.54 | 10.96 | 10.75 | 11.24 | 16.87 | 27.97 | 23.22 |
| Draw Down(%) | NA | 21.77 | 21.77 | 35.95 | 35.95 | NA | NA | 46.20 | 21.77 | 11.98 | 10.48 | 37.16 | 11.74 | 30.25 | 7.39 | 22.84 | 2.35 | 14.05 | 12.74 | 7.71 | 6.23 | 10.52 | 21.84 | 16.14 | 20.33 | 42.50 | 8.03 | 9.35 | 5.86 | 9.13 | 11.32 | 37.29 | 24.78 |
| Yield(%) | 0.00 | 9.99 | 8.31 | 7.70 | 9.59 | 13.02 | 10.24 | 8.00 | 0.00 | 10.96 | 9.49 | 5.11 | 7.86 | 7.19 | 7.47 | 14.11 | 10.17 | 8.07 | 11.05 | 15.18 | 7.78 | 0.96 | 0.33 | 0.28 | 0.36 | 0.27 | 0.31 | 0.08 | 0.00 | 0.15 | 0.00 | 0.00 | 0.03 |
Data as of 08/05/2025, AR inception is 07/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) |
-11.23%
Feb 2006 - Feb 2009 |
-4.38%
Feb 2004 - Feb 2009 |
1.40%
Dec 2001 - Dec 2011 |
5.42%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) |
32.13%
Dec 2018 - Dec 2021 |
23.96%
Oct 2016 - Oct 2021 |
18.80%
Sep 2011 - Sep 2021 |
15.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart