Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XKSMX (Deutsche Strategic Municipal Income Trust) | NA | 1.79% | -1.49% | -0.91% | 0.35% | 1.72% | 1.33% | … | … |
Data as of 03/11/2025, Common starting date is 05/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XKSMX (Deutsche Strategic Municipal Income Trust) | 05/19/1999 | 03/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | 0.00 | 1.79 | -1.49 | -0.91 | 0.35 | 1.72 | 1.33 | … | … | 0.00 | 3.06 | 10.01 | -22.43 | 4.76 | 5.03 | 12.27 | -0.55 | 4.41 | -5.71 | -2.22 | 15.90 | -6.13 | 11.10 | 7.31 | -1.73 | 30.92 | -22.98 | -3.15 | 0.49 | -0.56 | 0.98 | 1.49 | 4.13 | -0.26 | 5.42 | -7.68 |
| Sharpe Ratio | NA | -1.39 | -0.76 | -0.40 | -0.20 | NA | NA | … | … | 0.00 | -0.82 | 0.70 | -2.55 | 1.67 | 0.34 | 3.73 | -0.77 | 1.17 | -1.34 | -0.74 | 5.84 | -1.17 | 2.98 | 1.56 | -0.34 | 4.83 | -2.44 | -2.01 | -1.29 | -0.89 | 0.01 | 0.16 | 0.72 | -0.63 | 0.36 | -0.80 |
| Standard Deviation(%) | NA | 3.37 | 7.58 | 8.66 | 6.60 | NA | NA | … | … | NA | 4.29 | 8.25 | 9.37 | 2.83 | 14.11 | 2.91 | 2.43 | 3.25 | 4.42 | 3.03 | 2.72 | 5.28 | 3.74 | 4.67 | 5.38 | 6.38 | 9.77 | 3.06 | 2.16 | 3.06 | 5.79 | 4.94 | 4.21 | 4.20 | 3.72 | 19.19 |
| Draw Down(%) | NA | 3.18 | 23.36 | 30.09 | 30.09 | NA | NA | … | … | 0.00 | 3.18 | 12.97 | 29.54 | 3.50 | 21.49 | 2.47 | 3.58 | 2.25 | 11.21 | 6.60 | 2.50 | 12.96 | 2.57 | 5.38 | 10.35 | 6.12 | 28.28 | 4.90 | 2.10 | 3.25 | 9.05 | 7.43 | 5.27 | 6.89 | 5.13 | 14.46 |
| Yield(%) | 0.00 | 2.06 | 2.82 | 3.24 | 2.69 | 3.00 | 2.27 | … | … | 0.00 | 2.61 | 3.57 | 3.69 | 4.23 | 4.22 | 4.95 | 5.06 | 1.69 | 0.00 | 0.58 | 7.55 | 6.58 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/11/2025, Common starting date is 05/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKSMX (Deutsche Strategic Municipal Income Trust) |
-9.16%
Dec 2005 – Dec 2008 |
-5.52%
Dec 2003 – Dec 2008 |
-0.92%
Jun 1999 – Jun 2009 |
0.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKSMX (Deutsche Strategic Municipal Income Trust) |
11.35%
Dec 2008 – Dec 2011 |
7.56%
Dec 2008 – Dec 2013 |
4.80%
Dec 2008 – Dec 2018 |
3.54%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart