Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SDGTX (DEUTSCHE CAPITAL GROWTH FUND INSTITUTIONAL CLASS) | 10.16% | 21.31% | 20.96% | 12.76% | 14.07% | 14.75% | 11.23% | 11.78% |
Data as of 07/24/2025, AR inception is 10/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDGTX (DEUTSCHE CAPITAL GROWTH FUND INSTITUTIONAL CLASS) | 10/18/2002 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 21.31 | 20.96 | 12.76 | 14.07 | 14.75 | 11.23 | 11.78 | 10.16 | 16.12 | 29.11 | -35.71 | 14.74 | 31.08 | 36.96 | -1.97 | 26.21 | 4.01 | 8.10 | 12.49 | 34.52 | 15.72 | -4.86 | 16.25 | 26.08 | -32.75 | 12.36 | 8.43 | 8.60 | 7.66 | 26.41 | -3.68 |
| Sharpe Ratio | NA | 0.62 | 0.92 | 0.48 | 0.59 | NA | NA | 0.52 | 0.51 | 0.53 | 1.52 | -1.19 | 0.80 | 0.90 | 2.47 | -0.17 | 3.34 | 0.26 | 0.50 | 0.92 | 2.94 | 1.08 | -0.19 | 0.89 | 1.16 | -0.95 | 0.65 | 0.47 | 0.59 | 0.60 | 1.53 | -0.81 |
| Standard Deviation(%) | NA | 22.93 | 20.38 | 21.52 | 20.78 | NA | NA | 19.47 | 26.83 | 18.15 | 16.45 | 31.27 | 18.34 | 34.30 | 14.39 | 19.87 | 7.70 | 14.43 | 16.27 | 13.60 | 11.74 | 14.67 | 25.37 | 18.23 | 22.33 | 35.30 | 14.55 | 10.96 | 10.83 | 11.25 | 16.84 | 22.28 |
| Draw Down(%) | NA | 21.75 | 21.75 | 35.82 | 35.82 | NA | NA | 45.93 | 21.75 | 11.77 | 10.42 | 36.93 | 11.63 | 30.24 | 7.38 | 22.79 | 2.36 | 14.01 | 12.71 | 7.69 | 6.20 | 10.49 | 21.71 | 16.07 | 20.27 | 42.40 | 8.02 | 9.29 | 5.84 | 8.93 | 11.25 | 8.47 |
| Yield(%) | 0.00 | 9.20 | 8.75 | 6.79 | 8.98 | 12.43 | 9.81 | 12.25 | 0.00 | 10.71 | 9.32 | 5.03 | 7.76 | 0.10 | 7.70 | 14.22 | 10.38 | 8.30 | 11.27 | 15.40 | 8.14 | 1.34 | 0.64 | 0.68 | 0.84 | 0.50 | 0.69 | 0.45 | 0.44 | 0.72 | 0.20 | 0.00 |
Data as of 07/24/2025, AR inception is 10/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGTX (DEUTSCHE CAPITAL GROWTH FUND INSTITUTIONAL CLASS) |
-10.91%
Feb 2006 - Feb 2009 |
-4.01%
Feb 2004 - Feb 2009 |
6.06%
Nov 2002 - Nov 2012 |
8.18%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGTX (DEUTSCHE CAPITAL GROWTH FUND INSTITUTIONAL CLASS) |
30.00%
Dec 2018 - Dec 2021 |
22.87%
Oct 2016 - Oct 2021 |
18.45%
Sep 2011 - Sep 2021 |
15.68%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart