DWS Lifecycle Long Range Inst (BTAMX)

Basic Info

DWS Lifecycle Long Range Inst started on 06/21/1996
DWS Lifecycle Long Range Inst is classified as asset class Moderate Allocation
DWS Lifecycle Long Range Inst expense ratio is -
DWS Lifecycle Long Range Inst rating is
Not Rated

DWS Lifecycle Long Range Inst (BTAMX) Dividend Info

DWS Lifecycle Long Range Inst (BTAMX) dividend growth in the last 12 months is -33.33%

The trailing 12-month yield of DWS Lifecycle Long Range Inst is 1.26%. its dividend history:

DateDividend
03/23/2012 0.037
12/15/2011 0.042
09/23/2011 0.041
06/23/2011 0.05
12/15/2010 0.038
09/23/2010 0.092
06/23/2010 0.093
04/28/2010 0.053
03/24/2010 0.048
12/16/2009 0.05
09/23/2009 0.048
06/23/2009 0.05
03/24/2009 0.05
12/16/2008 0.062
09/23/2008 0.22
06/23/2008 0.124
03/24/2008 0.045
12/14/2007 0.639
09/21/2007 0.087
06/22/2007 1.331
03/23/2007 0.076
12/15/2006 0.414
09/22/2006 0.08
06/23/2006 0.07
03/24/2006 0.07
12/16/2005 0.095
09/23/2005 0.07
06/23/2005 0.07
03/24/2005 0.07
12/16/2004 0.17
09/23/2004 0.07
06/23/2004 0.07
03/24/2004 0.07
12/17/2003 0.245
09/23/2003 0.061
06/23/2003 0.1
03/24/2003 0.07
12/17/2002 0.185
10/02/2002 0.07
07/02/2002 0.07
04/02/2002 0.07
12/31/2001 0.09
12/07/2001 0.01
10/02/2001 0.11
07/03/2001 0.08
03/30/2001 0.07
12/26/2000 0.06
12/05/2000 0.24
09/29/2000 0.06
06/30/2000 1.65
03/31/2000 0.08
12/27/1999 0.03
06/25/1999 0.25
03/29/1999 0.08
12/28/1998 2.85
09/29/1998 0.113
06/29/1998 0.105
03/30/1998 0.132
12/23/1997 0.04
12/12/1997 1.15
09/29/1997 0.102
06/27/1997 0.092
03/27/1997 0.058
12/27/1996 0.12
12/12/1996 0.322
10/01/1996 0.093
07/01/1996 0.095

Dividend Growth History for DWS Lifecycle Long Range Inst (BTAMX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2012
2012 $0.037 0.41% -72.18% -
2011 $0.133 1.43% -58.95% -72.18%
2010 $0.324 3.75% 63.64% -66.21%
2009 $0.198 2.80% -56.10% -42.83%
2008 $0.451 4.17% -78.86% -46.48%
2007 $2.133 17.47% 236.44% -55.55%
2006 $0.634 5.46% 107.87% -37.72%
2005 $0.305 2.72% -19.74% -26.02%
2004 $0.38 3.56% -20.17% -25.26%
2003 $0.476 5.03% 20.51% -24.71%
2002 $0.395 3.62% 9.72% -21.08%
2001 $0.36 3.09% -82.78% -18.68%
2000 $2.09 14.92% 480.56% -28.55%
1999 $0.36 2.79% -88.75% -16.06%
1998 $3.2 23.97% 121.91% -27.28%
1997 $1.442 12.11% 128.89% -21.67%
1996 $0.63 5.53% - -16.24%

Dividend Growth Chart for DWS Lifecycle Long Range Inst (BTAMX)

DWS Lifecycle Long Range Inst (BTAMX) Historical Returns And Risk Info

From 06/21/1996 to 06/29/2012, the compound annualized total return (dividend reinvested) of DWS Lifecycle Long Range Inst (BTAMX) is 5.764%. Its cumulative total return (dividend reinvested) is 145.134%.

From 06/21/1996 to 06/29/2012, the Maximum Drawdown of DWS Lifecycle Long Range Inst (BTAMX) is 45.2%.

From 06/21/1996 to 06/29/2012, the Sharpe Ratio of DWS Lifecycle Long Range Inst (BTAMX) is 0.1.

From 06/21/1996 to 06/29/2012, the Annualized Standard Deviation of DWS Lifecycle Long Range Inst (BTAMX) is 12.6%.

From 06/21/1996 to 06/29/2012, the Beta of DWS Lifecycle Long Range Inst (BTAMX) is 0.99.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
06/21/1996		 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) -1.0 -2.3 9.7 -0.4 4.1 4.6 5.8 1.8 -0.5 12.2 25.6 -32.7 6.6 11.9 4.8 9.2 20.0 -11.1 -4.5 -1.9 12.5 21.5 23.5 10.7
Sharpe Ratio NA -0.16 0.77 -0.06 0.22 NA 0.1 0.42 -0.04 1.0 1.5 -1.37 0.38 1.41 0.44 1.13 2.09 -0.88 -0.6 -0.5 0.88 1.55 -2.47 1.88
Draw Down(%) NA 13.3 13.6 45.2 45.2 NA 45.2 6.8 13.6 9.3 17.9 41.8 7.1 4.8 4.2 5.4 7.0 18.9 16.2 9.1 6.7 11.0 7.3 5.1
Standard Deviation(%) NA 14.8 12.5 16.6 13.3 NA 12.6 8.7 14.8 12.1 17.0 24.4 9.4 6.1 6.0 7.3 9.2 13.9 11.6 11.9 10.5 11.8 12.8 9.4
Treynor Ratio NA -0.02 0.09 -0.01 0.03 NA 0.01 0.04 0.0 0.11 0.25 -0.33 0.04 0.1 0.03 0.08 0.2 -0.13 -0.08 -0.07 0.1 0.18 -0.26 0.15
Alpha NA -0.04 -0.02 -0.03 -0.02 NA -0.01 -0.04 -0.02 -0.01 0.02 -0.05 0.0 0.01 0.0 0.0 0.0 -0.01 -0.01 0.0 0.0 0.01 0.04 0.0
Beta NA 1.06 1.09 1.04 1.02 NA 0.99 1.02 1.07 1.13 1.02 1.02 0.99 0.89 0.9 0.98 0.96 0.95 0.92 0.81 0.89 1.0 1.23 1.15
RSquare NA 0.96 0.96 0.96 0.95 NA 0.94 0.84 0.97 0.98 0.98 0.96 0.92 0.94 0.96 0.89 0.96 0.91 0.96 0.94 0.85 0.93 0.94 0.93
Yield(%) N/A 1.3 2.7 3.3 5.4 6.4 N/A 0.4 1.4 3.7 2.8 4.1 17.5 5.4 2.8 3.6 5.0 3.6 3.1 14.9 2.8 23.9 12.1 5.5
Dividend Growth(%) N/A -33.3 -81.4 -47.0 N/A N/A N/A -69.2 -59.4 60.0 -54.5 -79.4 239.7 103.2 -18.4 -19.1 20.5 8.3 -82.8 480.6 -88.7 121.5 128.6 N/A

Return Calculator for DWS Lifecycle Long Range Inst (BTAMX)

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DWS Lifecycle Long Range Inst (BTAMX) Historical Return Chart

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DWS Lifecycle Long Range Inst (BTAMX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 06/29/2012, the worst annualized return of 3-year rolling returns for DWS Lifecycle Long Range Inst (BTAMX) is -9.7%.
From 06/21/1996 to 06/29/2012, the worst annualized return of 5-year rolling returns for DWS Lifecycle Long Range Inst (BTAMX) is -2.3%.
From 06/21/1996 to 06/29/2012, the worst annualized return of 10-year rolling returns for DWS Lifecycle Long Range Inst (BTAMX) is 0.15%.
From 06/21/1996 to 06/29/2012, the worst annualized return of 20-year rolling returns for DWS Lifecycle Long Range Inst (BTAMX) is NA.

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