Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SDGRX (DEUTSCHE CAPITAL GROWTH FUND CLASS R) NA 46,325.12% 652.63% 269.86% 103.83% 69.41% 47.44%
Data as of 04/02/2024, Common starting date is 12/16/2003
More Performance Analytics Comparison
Name Start Date End Date
SDGRX (DEUTSCHE CAPITAL GROWTH FUND CLASS R) 12/16/2003 04/02/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 46,325.12 652.63 269.86 103.83 69.41 47.44 38,136.13 37.94 -31.33 21.57 37.70 36.08 -2.69 25.43 3.32 7.40 11.75 33.61 14.90 -5.26 15.33 25.42 -33.24 11.61 7.72 7.82 6.94 2.57
Sharpe Ratio NA 79.32 1.94 1.02 0.55 NA NA 1,832,145,970.90 1.92 -1.07 1.29 1.10 2.41 -0.20 3.24 0.22 0.45 0.86 2.86 1.02 -0.21 0.84 1.13 -0.96 0.59 0.41 0.53 0.53 10.86
Standard Deviation(%) NA 584.73 338.02 262.21 185.72 NA NA 1,166.64 17.75 30.74 16.65 33.88 14.40 19.87 7.69 14.34 16.27 13.60 11.74 14.66 25.36 18.24 22.33 35.29 14.55 10.98 10.73 11.23 8.18
Draw Down(%) NA 10.52 36.19 36.19 36.19 NA NA 2.82 10.52 34.86 9.46 30.28 7.46 22.91 2.37 14.08 12.77 7.76 6.27 10.59 21.74 16.19 20.35 42.59 8.06 9.37 5.89 9.20 0.32
Yield(%) 0.00 134.00 40.01 37.55 24.72 34.65 22.51 113.20 9.94 5.31 8.11 7.37 7.56 14.29 9.81 7.90 10.85 15.09 7.45 0.65 0.09 0.00 0.21 0.03 0.00 0.00 0.00 0.00 0.07
Data as of 04/02/2024, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDGRX (DEUTSCHE CAPITAL GROWTH FUND CLASS R) -11.52%
Feb 2006 – Feb 2009
-4.68%
Feb 2004 – Feb 2009
6.11%
Feb 2006 – Feb 2016
7.98%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDGRX (DEUTSCHE CAPITAL GROWTH FUND CLASS R) 660.74%
Mar 2021 – Mar 2024
270.91%
Mar 2019 – Mar 2024
104.17%
Mar 2014 – Mar 2024
69.87%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return