Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SUWAX (DEUTSCHE CORE EQUITY FUND CLASS A) | 5.81% | 1.83% | 9.86% | 6.32% | 7.86% | 11.04% | 7.64% | 5.50% |
Data as of 07/03/2025, AR inception is 09/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUWAX (DEUTSCHE CORE EQUITY FUND CLASS A) | 09/27/1999 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | 1.83 | 9.86 | 6.32 | 7.86 | 11.04 | 7.64 | 5.50 | 5.81 | 10.76 | 20.05 | -22.15 | 10.04 | 9.35 | 30.00 | -6.29 | 21.19 | 10.06 | 4.95 | 11.18 | 36.89 | 15.42 | -0.46 | 13.71 | 33.68 | -38.72 | 0.23 | 13.07 | 5.58 | 9.38 | 26.56 | -23.70 | -12.32 | -9.73 | 4.13 |
| Sharpe Ratio | NA | -0.29 | 0.33 | 0.20 | 0.29 | NA | NA | 0.19 | -0.08 | 0.28 | 1.15 | -0.90 | 0.57 | 0.26 | 2.26 | -0.43 | 2.79 | 0.69 | 0.31 | 0.84 | 2.97 | 1.09 | -0.02 | 0.71 | 1.18 | -0.92 | -0.17 | 0.92 | 0.33 | 0.73 | 1.50 | -0.96 | -0.74 | -0.68 | 0.82 |
| Standard Deviation(%) | NA | 21.57 | 19.17 | 19.47 | 19.69 | NA | NA | 20.33 | 25.35 | 15.09 | 13.81 | 26.32 | 17.56 | 35.33 | 12.66 | 17.62 | 7.39 | 14.19 | 16.09 | 13.22 | 12.42 | 14.23 | 25.27 | 19.31 | 28.57 | 42.90 | 16.68 | 10.70 | 10.31 | 11.57 | 17.23 | 25.73 | 20.06 | 20.31 | 15.92 |
| Draw Down(%) | NA | 26.62 | 26.62 | 31.77 | 35.12 | NA | NA | 55.42 | 20.17 | 12.15 | 9.40 | 23.58 | 14.58 | 35.12 | 6.84 | 21.45 | 3.22 | 13.12 | 12.22 | 8.52 | 6.56 | 13.48 | 22.02 | 16.42 | 26.01 | 51.21 | 10.77 | 9.32 | 7.61 | 8.43 | 11.78 | 32.48 | 26.97 | 13.00 | 5.43 |
| Yield(%) | 0.00 | 0.37 | 0.64 | 0.67 | 4.23 | 7.27 | 5.21 | 3.64 | 0.09 | 0.64 | 0.79 | 0.55 | 0.64 | 0.88 | 6.00 | 11.40 | 6.70 | 7.01 | 8.20 | 6.86 | 9.22 | 1.56 | 0.93 | 0.94 | 1.38 | 0.80 | 19.26 | 10.91 | 6.09 | 0.78 | 0.38 | 0.43 | 0.54 | 0.08 | 0.85 |
Data as of 07/03/2025, AR inception is 09/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUWAX (DEUTSCHE CORE EQUITY FUND CLASS A) |
-16.65%
Feb 2006 - Feb 2009 |
-7.99%
Feb 2004 - Feb 2009 |
-2.93%
Aug 2000 - Aug 2010 |
3.09%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUWAX (DEUTSCHE CORE EQUITY FUND CLASS A) |
25.18%
Feb 2009 - Feb 2012 |
23.35%
Feb 2009 - Feb 2014 |
16.49%
Feb 2009 - Feb 2019 |
13.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart