Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 1.23% 6.25% 4.60% 1.79% 2.33% 2.93% 3.36%
Data as of 06/03/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
Name Start Date End Date
SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 12/21/2004 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.45 6.25 4.60 1.79 2.33 2.93 3.36 1.23 4.83 3.68 6.32 -6.75 1.20 5.21 6.86 0.47 3.52 -0.30 2.90 7.21 -2.75 5.95 9.88 1.43 9.93 0.97 3.97 3.53 1.70 0.09
Sharpe Ratio NA 1.50 0.50 -0.23 0.20 NA NA 0.11 0.50 0.02 0.82 -2.24 0.78 0.74 3.09 -0.60 1.48 -0.23 1.57 3.85 -0.92 2.52 3.88 0.50 3.35 0.00 0.38 0.06 -0.25 0.78
Standard Deviation(%) NA 2.40 3.33 3.22 3.34 NA NA 2.82 3.87 2.89 3.28 3.66 1.51 6.72 1.74 1.53 1.94 2.29 1.83 1.87 3.02 2.36 2.54 2.65 2.93 20.81 2.17 1.97 2.24 1.88
Draw Down(%) NA 2.94 4.24 11.90 11.90 NA NA 2.94 4.10 1.98 4.62 11.19 1.90 10.12 1.57 1.52 1.53 4.66 1.99 1.43 6.57 2.05 2.15 5.07 2.64 14.75 1.56 1.26 2.33 0.26
Yield(%) 0.00 3.19 3.86 3.16 3.04 3.15 3.43 1.13 3.61 4.67 3.47 2.89 2.27 3.58 4.00 2.64 2.65 2.25 2.94 2.89 2.70 3.03 3.51 3.24 4.20 4.31 4.13 4.08 3.84 0.00
Data as of 06/03/2026, Common starting date is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) -1.66%
Oct 2020 – Oct 2023
0.38%
Oct 2017 – Oct 2022
1.23%
Oct 2012 – Oct 2022
2.60%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SZMIX (DEUTSCHE INTERMEDIATE TAX/AMT FREE FUND INSTITUTIONAL CLASS) 7.01%
Dec 2008 – Dec 2011
6.04%
Feb 2008 – Feb 2013
4.57%
Jun 2006 – Jun 2016
3.94%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return