Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZIBX (DWS CORE PLUS INCOME FUND CLASS B) | NA | 0.96% | 0.85% | 1.32% | 0.88% | 1.87% | NA | … | … |
Data as of 01/23/2017, Common starting date is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZIBX (DWS CORE PLUS INCOME FUND CLASS B) | 07/13/2001 | 01/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.96 | 0.85 | 1.32 | 0.88 | 1.87 | NA | … | … | 0.00 | 1.27 | -1.76 | 4.47 | -3.93 | 7.15 | 4.82 | 6.09 | 8.91 | -18.31 | 3.13 | 3.50 | 1.34 | 4.23 | 3.97 | 6.83 | 1.80 |
| Sharpe Ratio | NA | 1.38 | 0.33 | 0.44 | 0.12 | NA | NA | … | … | 0.00 | 1.32 | -0.56 | 1.83 | -0.95 | 3.10 | 1.39 | 1.88 | 1.94 | -2.62 | 0.03 | 0.07 | -0.29 | 0.71 | 0.79 | 1.38 | 0.41 |
| Standard Deviation(%) | NA | 0.60 | 2.30 | 2.81 | 3.87 | NA | NA | … | … | NA | 0.80 | 3.16 | 2.43 | 4.17 | 2.31 | 3.45 | 3.19 | 4.54 | 7.32 | 3.43 | 2.84 | 2.83 | 4.65 | 4.13 | 4.16 | 5.63 |
| Draw Down(%) | NA | 0.19 | 3.99 | 7.71 | 21.71 | NA | NA | … | … | 0.00 | 0.48 | 3.99 | 2.31 | 7.71 | 1.25 | 2.35 | 2.63 | 3.83 | 21.71 | 2.29 | 2.40 | 2.58 | 4.50 | 4.89 | 2.55 | 4.09 |
| Yield(%) | 0.00 | 0.00 | 1.49 | 1.73 | 2.32 | 2.80 | 2.22 | … | … | 0.00 | 0.12 | 2.14 | 2.20 | 1.85 | 2.25 | 2.49 | 2.68 | 4.42 | 4.38 | 3.84 | 3.79 | 3.63 | 3.38 | 3.15 | 4.42 | 2.43 |
Data as of 01/23/2017, 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 |
|---|---|---|---|---|
| SZIBX (DWS CORE PLUS INCOME FUND CLASS B) |
-5.20%
Feb 2006 – Feb 2009 |
-2.35%
Feb 2004 – Feb 2009 |
0.81%
Nov 2006 – Nov 2016 |
1.74%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZIBX (DWS CORE PLUS INCOME FUND CLASS B) |
7.92%
Feb 2009 – Feb 2012 |
5.40%
Feb 2009 – Feb 2014 |
2.45%
Mar 2002 – Mar 2012 |
1.90%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart