Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) | 4.23% | 5.57% | 5.67% | 2.22% | 3.13% | 4.68% | 3.58% | 3.86% |
Data as of 07/21/2025, AR inception is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) | 12/30/1996 | 07/21/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 5.57 | 5.67 | 2.22 | 3.13 | 4.68 | 3.58 | 3.86 | 4.23 | 3.04 | 8.95 | -14.64 | 2.29 | 5.93 | 16.34 | -6.07 | 10.93 | 3.80 | -1.61 | 3.90 | 11.58 | 11.41 | -1.03 | 11.09 | 23.35 | -30.30 | 4.39 | 11.50 | 5.28 | 7.85 | 19.06 | -11.99 | -9.13 | -2.64 | 16.66 | 7.64 | 11.53 | -0.58 |
| Sharpe Ratio | NA | 0.26 | 0.33 | 0.03 | 0.19 | NA | NA | 0.20 | 0.46 | -0.46 | 0.65 | -1.44 | 0.27 | 0.36 | 3.03 | -1.02 | 3.10 | 0.74 | -0.22 | 0.67 | 1.97 | 1.61 | -0.08 | 0.96 | 1.41 | -1.36 | 0.15 | 1.19 | 0.48 | 0.99 | 1.92 | -0.72 | -0.95 | -0.31 | 1.52 | 0.42 | 1.00 | NA |
| Standard Deviation(%) | NA | 8.24 | 8.31 | 8.56 | 8.53 | NA | NA | 11.08 | 9.29 | 7.72 | 7.29 | 11.14 | 8.28 | 15.62 | 4.92 | 7.27 | 3.34 | 4.86 | 7.38 | 5.76 | 5.87 | 7.14 | 14.03 | 11.42 | 16.55 | 22.91 | 9.56 | 6.92 | 6.44 | 7.00 | 9.55 | 18.22 | 12.27 | 21.38 | 8.86 | 10.22 | 7.97 | 0.00 |
| Draw Down(%) | NA | 7.63 | 10.88 | 24.13 | 24.13 | NA | NA | 42.81 | 7.24 | 5.99 | 6.34 | 19.27 | 6.02 | 19.90 | 2.12 | 10.83 | 1.38 | 4.29 | 7.99 | 4.70 | 5.71 | 6.26 | 13.49 | 9.07 | 17.16 | 38.51 | 6.37 | 5.70 | 4.37 | 6.34 | 7.55 | 20.33 | 19.34 | 14.85 | 6.28 | 16.54 | 6.60 | 0.58 |
| Yield(%) | 0.00 | 4.72 | 3.26 | 2.58 | 2.51 | 3.15 | 2.90 | 3.48 | 0.71 | 5.49 | 2.34 | 2.06 | 1.72 | 2.32 | 2.54 | 1.75 | 2.00 | 2.10 | 3.30 | 2.85 | 2.44 | 2.30 | 2.15 | 2.40 | 2.87 | 4.80 | 3.76 | 3.63 | 2.85 | 1.42 | 2.59 | 2.28 | 2.43 | 11.67 | 8.92 | 6.37 | 3.21 | 1.32 |
Data as of 07/21/2025, AR inception is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) |
-10.88%
Feb 2006 - Feb 2009 |
-4.33%
Feb 2004 - Feb 2009 |
-1.05%
Feb 1999 - Feb 2009 |
1.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) |
17.44%
Feb 2009 - Feb 2012 |
13.81%
Feb 2009 - Feb 2014 |
8.28%
Feb 2009 - Feb 2019 |
6.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart