Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) | 6.28% | 16.88% | 19.54% | 11.01% | 15.67% | 14.25% | 11.60% | … | … |
Data as of 06/03/2026, Common starting date is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDGAX (DEUTSCHE CAPITAL GROWTH FUND CLASS A) | 07/13/2001 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 2.12 | 16.88 | 19.54 | 11.01 | 15.67 | 14.25 | 11.60 | … | … | 6.28 | 12.08 | 25.97 | 38.28 | -31.04 | 22.11 | 38.27 | 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 | 0.96 | 0.93 | 0.39 | 0.68 | NA | NA | … | … | 0.69 | 0.42 | 1.42 | 2.28 | -1.06 | 1.33 | 1.12 | 2.44 | -0.18 | 3.30 | 0.24 | 0.48 | 0.90 | 2.90 | 1.05 | -0.21 | 0.86 | 1.14 | -0.96 | 0.61 | 0.43 | 0.55 | 0.54 | 1.50 | -1.10 | -0.62 |
| Standard Deviation(%) | NA | 15.63 | 17.97 | 20.84 | 20.52 | NA | NA | … | … | 18.37 | 21.88 | 15.69 | 15.33 | 30.75 | 16.66 | 33.87 | 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 | 18.17 | 21.77 | 35.95 | 35.95 | NA | NA | … | … | 15.46 | 21.77 | 10.31 | 10.48 | 34.65 | 9.45 | 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 | 8.05 | 9.76 | 7.65 | 11.36 | 12.32 | 11.17 | … | … | 0.00 | 8.20 | 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 06/03/2026, Common starting date 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