Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZMBX (DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B) | NA | -31.18% | -9.37% | -5.56% | -0.90% | 0.45% | NA | … | … |
Data as of 12/29/2016, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZMBX (DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B) | 06/18/2001 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.43 | -31.18 | -9.37 | -5.56 | -0.90 | 0.45 | NA | … | … | 1.70 | 1.29 | 6.10 | -3.79 | 4.91 | 8.61 | 0.53 | 8.72 | -0.10 | 2.85 | 2.50 | 1.00 | 2.01 | 2.72 | 7.88 | 1.25 |
| Sharpe Ratio | NA | 2.76 | 2.24 | 1.04 | 0.37 | NA | NA | … | … | 2.56 | 0.76 | 3.66 | -1.29 | 2.20 | 3.49 | 0.17 | 3.04 | -0.24 | -0.09 | -0.44 | -0.56 | 0.32 | 0.64 | 2.29 | 0.21 |
| Standard Deviation(%) | NA | 0.60 | 1.41 | 1.99 | 6.98 | NA | NA | … | … | 0.58 | 1.65 | 1.66 | 2.96 | 2.23 | 2.46 | 2.56 | 2.83 | 4.21 | 1.99 | 1.81 | 2.11 | 3.34 | 3.18 | 2.96 | 2.74 |
| Draw Down(%) | NA | 0.08 | 2.38 | 7.51 | 14.82 | NA | NA | … | … | 0.08 | 2.50 | 1.52 | 6.92 | 2.13 | 2.15 | 5.32 | 2.76 | 7.71 | 1.65 | 1.50 | 2.34 | 5.47 | 5.05 | 3.56 | 3.63 |
| Yield(%) | 0.00 | 0.26 | 1.36 | 1.52 | 2.21 | 2.56 | 1.99 | … | … | 0.12 | 1.89 | 1.82 | 1.65 | 1.93 | 2.40 | 2.24 | 3.05 | 3.23 | 3.06 | 3.08 | 3.16 | 2.93 | 3.02 | 3.99 | 1.88 |
Data as of 12/29/2016, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZMBX (DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B) |
0.57%
Nov 2012 – Nov 2015 |
1.41%
Sep 2003 – Sep 2008 |
2.65%
Dec 2003 – Dec 2013 |
2.95%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZMBX (DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B) |
5.88%
Dec 2008 – Dec 2011 |
4.91%
Feb 2008 – Feb 2013 |
3.72%
Jan 2002 – Jan 2012 |
3.12%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart