DWS LifeCompass Retirement A (SUCAX)

Basic Info

DWS LifeCompass Retirement A started on 01/18/2001
DWS LifeCompass Retirement A is classified as asset class Retirement Income
DWS LifeCompass Retirement A expense ratio is 1.20%
DWS LifeCompass Retirement A rating is
Not Rated

DWS LifeCompass Retirement A (SUCAX) Dividend Info

DWS LifeCompass Retirement A (SUCAX) dividend growth in the last 12 months is 34.52%

The trailing 12-month yield of DWS LifeCompass Retirement A is 2.67%. its dividend history:

DateDividend
09/29/2015 0.066
06/29/2015 0.066
03/30/2015 0.101
12/30/2014 0.106
09/29/2014 0.066
06/27/2014 0.061
03/28/2014 0.056
12/30/2013 0.069
09/27/2013 0.066
06/27/2013 0.062
03/27/2013 0.057
12/28/2012 0.072
09/27/2012 0.047
06/28/2012 0.047
03/29/2012 0.047
12/29/2011 0.062
09/29/2011 0.062
06/29/2011 0.058
03/30/2011 0.045
12/30/2010 0.076
09/29/2010 0.048
06/29/2010 0.063
03/30/2010 0.079
12/30/2009 0.074
09/29/2009 0.063
06/29/2009 0.076
03/30/2009 0.115
12/30/2008 0.13
09/29/2008 0.094
06/27/2008 0.108
03/28/2008 0.185
12/28/2007 0.132
09/27/2007 0.013
06/28/2007 0.104
03/29/2007 0.235
12/28/2006 0.187
09/28/2006 0.072
06/29/2006 0.073
03/31/2006 0.093
12/29/2005 0.112
09/29/2005 0.052
06/29/2005 0.071
03/30/2005 0.113
12/29/2004 0.09
09/29/2004 0.063
12/30/2003 0.104
09/29/2003 0.061
06/27/2003 0.065
03/28/2003 0.081
12/30/2002 0.076
09/27/2002 0.076
06/27/2002 0.086
03/27/2002 0.095
12/28/2001 0.096
09/27/2001 0.1
06/28/2001 0.1
03/30/2001 0.103

Dividend Growth History for DWS LifeCompass Retirement A (SUCAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2015
2015 $0.233 1.85% -19.38% -
2014 $0.289 2.33% 13.78% -19.38%
2013 $0.254 2.15% 19.25% -4.22%
2012 $0.213 1.95% -6.17% 3.04%
2011 $0.227 2.04% -14.66% 0.65%
2010 $0.266 2.52% -18.90% -2.61%
2009 $0.328 3.61% -36.56% -5.54%
2008 $0.517 4.13% 6.82% -10.76%
2007 $0.484 3.88% 13.88% -8.73%
2006 $0.425 3.56% 22.13% -6.46%
2005 $0.348 2.99% 127.45% -3.93%
2004 $0.153 1.37% -50.80% 3.90%
2003 $0.311 3.06% -6.61% -2.38%
2002 $0.333 2.99% -16.54% -2.71%
2001 $0.399 3.31% - -3.77%

Dividend Growth Chart for DWS LifeCompass Retirement A (SUCAX)

DWS LifeCompass Retirement A (SUCAX) Historical Returns And Risk Info

From 01/18/2001 to 12/08/2015, the compound annualized total return (dividend reinvested) of DWS LifeCompass Retirement A (SUCAX) is 2.885%. Its cumulative total return (dividend reinvested) is 52.609%.

From 01/18/2001 to 12/08/2015, the Maximum Drawdown of DWS LifeCompass Retirement A (SUCAX) is 36.7%.

From 01/18/2001 to 12/08/2015, the Sharpe Ratio of DWS LifeCompass Retirement A (SUCAX) is -0.13.

From 01/18/2001 to 12/08/2015, the Annualized Standard Deviation of DWS LifeCompass Retirement A (SUCAX) is 7.7%.

From 01/18/2001 to 12/08/2015, the Beta of DWS LifeCompass Retirement A (SUCAX) is 1.18.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
01/18/2001		 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.0 0.0 0.0 -0.5 2.5 2.9 -4.1 1.3 6.0 7.2 -1.4 6.2 15.7 -28.1 0.5 5.4 1.4 4.5 10.0 -8.9 -7.5
Sharpe Ratio NA -0.72 0.15 0.28 -0.08 -0.13 -0.65 0.24 1.2 1.46 -0.15 0.85 1.53 -2.1 -0.4 0.4 -0.16 0.67 1.37 -1.08 -1.26
Draw Down(%) NA 8.8 9.1 9.7 36.7 36.7 8.8 4.8 5.3 4.2 9.7 6.0 10.7 32.5 4.8 4.0 4.1 5.3 4.6 14.4 12.7
Standard Deviation(%) NA 7.0 5.7 6.4 7.9 7.7 6.8 5.3 4.9 5.0 9.0 7.2 10.2 13.8 6.5 5.3 4.9 5.2 6.8 9.2 8.1
Treynor Ratio NA -0.04 0.01 0.01 -0.01 -0.01 -0.03 0.01 0.05 0.06 -0.01 0.05 0.13 -0.25 -0.02 0.02 -0.01 0.06 0.13 0.0 0.0
Alpha NA -0.02 -0.02 -0.02 -0.03 -0.02 -0.02 -0.03 0.0 -0.01 -0.03 -0.02 0.0 -0.08 -0.03 0.0 -0.01 0.0 0.03 NA NA
Beta NA 1.37 1.34 1.34 1.22 1.18 1.33 1.52 1.19 1.23 1.41 1.28 1.16 1.15 1.19 1.08 1.01 0.62 0.73 NA NA
RSquare NA 0.71 0.77 0.82 0.84 0.62 0.71 0.82 0.87 0.81 0.89 0.88 0.91 0.89 0.74 0.64 0.5 0.23 0.03 0.0 0.0
Yield(%) N/A 2.7 2.4 2.3 2.8 N/A 1.8 2.3 2.1 1.9 2.0 2.5 3.6 4.1 3.9 3.6 3.0 1.4 3.1 3.0 3.3
Dividend Growth(%) N/A 34.5 19.8 -37.2 N/A N/A -19.4 13.8 19.2 -6.2 -14.7 -18.9 -36.6 6.8 13.9 22.1 127.5 -50.8 -6.6 -16.5 N/A

Return Calculator for DWS LifeCompass Retirement A (SUCAX)

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DWS LifeCompass Retirement A (SUCAX) Historical Return Chart

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DWS LifeCompass Retirement A (SUCAX) 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 01/18/2001 to 12/08/2015, the worst annualized return of 3-year rolling returns for DWS LifeCompass Retirement A (SUCAX) is -7.52%.
From 01/18/2001 to 12/08/2015, the worst annualized return of 5-year rolling returns for DWS LifeCompass Retirement A (SUCAX) is -2.72%.
From 01/18/2001 to 12/08/2015, the worst annualized return of 10-year rolling returns for DWS LifeCompass Retirement A (SUCAX) is 2.85%.
From 01/18/2001 to 12/08/2015, the worst annualized return of 20-year rolling returns for DWS LifeCompass Retirement A (SUCAX) is NA.

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