DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX)

Basic Info

DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B started on 06/18/2001
DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B is classified as asset class Muni National Interm
DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B expense ratio is 1.58%
DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B rating is
Not Rated

DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) Dividend Info

DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) dividend growth in the last 12 months is -85.24%

The trailing 12-month yield of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B is 0.26%. its dividend history:

DateDividend
01/25/2016 0.014
12/31/2015 0.017
12/24/2015 0.017
11/23/2015 0.015
10/26/2015 0.016
09/24/2015 0.016
08/25/2015 0.014
07/27/2015 0.016
06/24/2015 0.015
05/22/2015 0.012
04/24/2015 0.015
03/25/2015 0.014
02/27/2015 0.015
02/23/2015 0.015
01/28/2015 0.015
01/26/2015 0.015
12/24/2014 0.015
11/21/2014 0.014
10/31/2014 0.016
09/30/2014 0.017
08/29/2014 0.018
07/31/2014 0.018
06/30/2014 0.018
05/30/2014 0.018
04/30/2014 0.019
03/31/2014 0.018
02/28/2014 0.021
01/31/2014 0.018
12/31/2013 0.019
11/29/2013 0.019
10/31/2013 0.018
09/30/2013 0.018
08/30/2013 0.017
07/31/2013 0.017
06/28/2013 0.017
05/31/2013 0.014
04/30/2013 0.013
03/28/2013 0.012
02/28/2013 0.019
01/31/2013 0.018
12/31/2012 0.018
11/30/2012 0.019
10/31/2012 0.019
09/28/2012 0.018
08/31/2012 0.018
07/31/2012 0.018
06/29/2012 0.016
05/31/2012 0.016
04/30/2012 0.022
03/30/2012 0.021
02/29/2012 0.022
01/31/2012 0.021
12/30/2011 0.021
11/30/2011 0.022
10/31/2011 0.022
09/30/2011 0.022
08/31/2011 0.022
07/29/2011 0.022
06/30/2011 0.023
05/31/2011 0.022
04/29/2011 0.023
03/31/2011 0.022
02/28/2011 0.024
01/31/2011 0.023
12/31/2010 0.023
11/30/2010 0.023
10/29/2010 0.022
09/30/2010 0.022
08/31/2010 0.021
07/30/2010 0.022
06/30/2010 0.023
05/28/2010 0.024
03/31/2010 0.024
02/26/2010 0.026
01/29/2010 0.024
12/31/2009 0.025
12/03/2009 0.011
11/30/2009 0.026
10/30/2009 0.024
09/24/2009 0.026
08/31/2009 0.026
07/27/2009 0.029
06/24/2009 0.027
05/22/2009 0.027
04/27/2009 0.028
03/31/2009 0.027
02/27/2009 0.027
01/30/2009 0.025
12/31/2008 0.027
11/28/2008 0.027
11/26/2008 0.031
10/31/2008 0.028
09/24/2008 0.028
08/25/2008 0.026
07/25/2008 0.029
06/24/2008 0.027
05/23/2008 0.028
04/24/2008 0.027
03/25/2008 0.026
02/25/2008 0.028
01/31/2008 0.027
12/24/2007 0.026
11/28/2007 0.001
11/26/2007 0.03
10/25/2007 0.028
09/24/2007 0.027
08/27/2007 0.03
07/25/2007 0.028
06/25/2007 0.03
05/24/2007 0.027
04/24/2007 0.027
03/26/2007 0.03
02/22/2007 0.029
01/25/2007 0.028
12/29/2006 0.027
11/28/2006 0.006
11/24/2006 0.029
10/31/2006 0.029
09/29/2006 0.028
08/25/2006 0.029
07/31/2006 0.029
06/30/2006 0.029
05/31/2006 0.029
04/24/2006 0.027
03/31/2006 0.027
02/28/2006 0.029
01/25/2006 0.027
12/23/2005 0.027
12/12/2005 0.017
11/30/2005 0.028
10/31/2005 0.027
09/30/2005 0.027
08/31/2005 0.026
07/29/2005 0.028
06/30/2005 0.031
05/24/2005 0.03
04/25/2005 0.032
03/24/2005 0.029
02/28/2005 0.031
01/31/2005 0.029
12/31/2004 0.028
12/15/2004 0.014
11/30/2004 0.028
10/29/2004 0.026
09/24/2004 0.028
08/25/2004 0.025
07/30/2004 0.025
06/30/2004 0.029
05/28/2004 0.026
04/30/2004 0.028
03/31/2004 0.028
02/27/2004 0.027
01/30/2004 0.026
12/31/2003 0.027
12/15/2003 0.003
11/28/2003 0.027
10/31/2003 0.029
09/30/2003 0.029
08/29/2003 0.029
07/31/2003 0.03
06/30/2003 0.028
05/30/2003 0.03
04/30/2003 0.03
03/31/2003 0.031
02/28/2003 0.027
01/31/2003 0.03
12/31/2002 0.031
12/13/2002 0.05
11/29/2002 0.04
10/31/2002 0.031
09/30/2002 0.03
08/30/2002 0.03
07/31/2002 0.03
06/28/2002 0.029
05/31/2002 0.042
04/30/2002 0.041
03/28/2002 0.033
02/28/2002 0.029
01/31/2002 0.031
12/31/2001 0.032
11/30/2001 0.03
10/25/2001 0.032
09/28/2001 0.031
08/31/2001 0.032
07/31/2001 0.033
06/29/2001 0.022

Dividend Growth History for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2016
2016 $0.014 0.12% -93.83% -
2015 $0.227 1.89% 8.10% -93.83%
2014 $0.21 1.82% 4.48% -74.18%
2013 $0.201 1.65% -11.84% -58.86%
2012 $0.228 1.93% -14.93% -50.22%
2011 $0.268 2.40% 5.51% -44.59%
2010 $0.254 2.24% -22.56% -38.31%
2009 $0.328 3.05% -8.64% -36.27%
2008 $0.359 3.23% 5.28% -33.34%
2007 $0.341 3.06% -1.16% -29.87%
2006 $0.345 3.08% -4.70% -27.42%
2005 $0.362 3.16% 7.10% -25.60%
2004 $0.338 2.93% -3.43% -23.30%
2003 $0.35 3.02% -21.70% -21.93%
2002 $0.447 3.99% 110.85% -21.92%
2001 $0.212 1.88% - -16.57%

Dividend Growth Chart for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX)

DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) Historical Returns And Risk Info

From 06/18/2001 to 12/29/2016, the compound annualized total return (dividend reinvested) of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 0.513%. Its cumulative total return (dividend reinvested) is 8.259%.

From 06/18/2001 to 12/29/2016, the Maximum Drawdown of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 14.8%.

From 06/18/2001 to 12/29/2016, the Sharpe Ratio of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 0.38.

From 06/18/2001 to 12/29/2016, the Annualized Standard Deviation of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 5.8%.

From 06/18/2001 to 12/29/2016, the Beta of DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 0.77.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
06/18/2001		 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.0 0.0 0.0 -6.9 -2.3 0.5 0.5 1.7 1.3 6.1 -3.8 4.9 8.6 0.5 8.7 -0.1 2.9 2.5 1.0 2.0 2.7 7.9 1.2
Sharpe Ratio NA 2.76 2.24 1.04 0.37 NA 0.38 2.56 0.76 3.66 -1.29 2.2 3.49 0.17 3.04 -0.24 -0.09 -0.44 -0.56 0.32 0.64 2.29 0.21
Draw Down(%) NA 0.1 2.4 7.5 14.8 NA 14.8 0.1 2.5 1.5 6.9 2.1 2.2 5.3 2.8 7.7 1.7 1.5 2.3 5.5 5.1 3.6 3.6
Standard Deviation(%) NA 0.6 1.4 2.0 7.0 NA 5.8 0.6 1.7 1.7 3.0 2.2 2.5 2.6 2.8 4.2 2.0 1.8 2.1 3.3 3.2 3.0 2.7
Treynor Ratio NA 0.25 0.07 0.03 0.04 NA 0.03 0.24 0.02 0.07 -0.04 0.05 0.09 0.0 0.11 -0.01 0.0 -0.01 -0.01 0.01 0.02 0.07 0.01
Alpha NA 0.01 0.01 0.0 0.0 NA 0.0 0.01 0.0 0.0 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 -0.01 0.0 0.0 -0.01 0.0 0.0
Beta NA 0.07 0.43 0.7 0.69 NA 0.77 0.06 0.72 0.82 0.96 0.98 0.94 0.92 0.81 0.77 0.59 0.7 0.78 0.91 1.0 0.95 0.88
RSquare NA 0.08 0.41 0.64 0.08 NA 0.14 0.07 0.66 0.79 0.92 0.81 0.84 0.89 0.83 0.88 0.45 0.7 0.74 0.91 0.89 0.9 0.78
Yield(%) N/A 0.3 1.4 1.5 2.2 2.6 N/A 0.1 1.9 1.8 1.7 1.9 2.4 2.2 3.1 3.2 3.1 3.1 3.2 2.9 3.0 4.0 1.9
Dividend Growth(%) N/A -85.2 -33.0 -42.1 N/A N/A N/A -93.8 8.1 4.5 -11.8 -14.9 5.5 -22.6 -8.6 5.3 -1.2 -4.7 7.1 -3.4 -21.7 110.8 N/A

Return Calculator for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX)

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DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) Historical Return Chart

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DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) 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 06/18/2001 to 12/29/2016, the worst annualized return of 3-year rolling returns for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 0.57%.
From 06/18/2001 to 12/29/2016, the worst annualized return of 5-year rolling returns for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 1.41%.
From 06/18/2001 to 12/29/2016, the worst annualized return of 10-year rolling returns for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is 2.65%.
From 06/18/2001 to 12/29/2016, the worst annualized return of 20-year rolling returns for DWS INTERMEDIATE TAX/AMT FREE FUND CLASS B (SZMBX) is NA.

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