MFINX: DEUTSCHE CORE FIXED INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 09/29/1992 |
Last Dividend Date: | 09/25/2017 |
12-Mo. Yield | 1.57% |
Expenses | 0.68% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 10/30/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/1992 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | 0.7 | 2.4 | 2.3 | 2.4 | 3.1 | 4.2 | 5.0 | 2.7 | 3.2 | 0.4 | 5.7 | -1.1 | 7.2 | 6.9 | 6.7 | 7.6 | -14.1 | 5.2 | 4.3 | 2.5 | 5.2 | 4.4 | 8.3 | 9.4 | 13.3 | -0.5 | 8.0 | 9.4 | 3.9 | 18.0 | -1.7 | 12.4 | 1.5 |
Sharpe Ratio | NA | 0.05 | 0.66 | 0.69 | 0.51 | NA | NA | 0.76 | 0.88 | 0.98 | 0.1 | 2.22 | -0.35 | 2.62 | 1.66 | 1.54 | 1.43 | -1.99 | 0.57 | 0.31 | 0.11 | 0.99 | 0.86 | 1.62 | 1.43 | 2.08 | -0.88 | 0.98 | 1.41 | 0.08 | 3.45 | -0.89 | 2.17 | 1.1 |
Draw Down(%) | NA | 3.0 | 3.7 | 4.8 | 18.8 | NA | NA | 18.8 | 2.1 | 3.7 | 2.9 | 1.3 | 4.8 | 1.3 | 2.0 | 3.3 | 4.5 | 18.8 | 2.3 | 2.1 | 2.5 | 4.2 | 4.6 | 2.4 | 3.9 | 3.2 | 3.0 | 4.1 | 2.3 | 3.9 | 1.5 | 6.4 | 4.4 | 2.1 |
Standard Deviation(%) | NA | 3.2 | 3.2 | 3.1 | 4.3 | NA | NA | 4.3 | 3.1 | 3.0 | 3.6 | 2.6 | 3.2 | 2.8 | 4.2 | 4.3 | 5.2 | 7.5 | 4.0 | 3.2 | 3.3 | 4.3 | 4.4 | 4.4 | 5.0 | 4.4 | 4.3 | 4.7 | 4.1 | 4.6 | 4.1 | 5.3 | 4.8 | 3.5 |
Treynor Ratio | NA | 0.0 | 0.03 | 0.03 | 0.03 | NA | NA | 0.04 | 0.04 | 0.05 | 0.0 | 0.08 | -0.01 | 0.09 | 0.09 | 0.08 | 0.11 | -0.23 | 0.03 | 0.01 | 0.0 | 0.05 | 0.05 | 0.1 | 0.09 | 0.11 | -0.05 | 0.06 | 0.07 | 0.01 | 0.2 | -0.05 | 0.09 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.05 | NA |
Beta | NA | 0.72 | 0.68 | 0.71 | 0.71 | NA | NA | 0.76 | 0.7 | 0.64 | 0.72 | 0.72 | 0.76 | 0.77 | 0.79 | 0.78 | 0.66 | 0.65 | 0.73 | 0.8 | 0.79 | 0.86 | 0.81 | 0.75 | 0.77 | 0.82 | 0.8 | 0.8 | 0.89 | 0.72 | 0.72 | 0.88 | 1.16 | NA |
RSquared | NA | 0.52 | 0.61 | 0.67 | 0.66 | NA | NA | 0.73 | 0.44 | 0.6 | 0.71 | 0.73 | 0.81 | 0.74 | 0.87 | 0.88 | 0.77 | 0.45 | 0.73 | 0.81 | 0.81 | 0.91 | 0.91 | 0.82 | 0.88 | 0.79 | 0.93 | 0.85 | 0.88 | 0.89 | 0.86 | 0.83 | 0.07 | 0.0 |
Yield(%) | N/A | 1.6 | 2.2 | 2.4 | 2.8 | 3.4 | 4.3 | N/A | 1.5 | 1.8 | 2.8 | 2.7 | 3.0 | 2.7 | 2.8 | 3.0 | 4.5 | 4.9 | 4.9 | 4.7 | 4.5 | 4.9 | 4.9 | 6.2 | 6.2 | 7.9 | 5.9 | 7.6 | 7.2 | 6.3 | 7.0 | 6.3 | 6.3 | 1.7 |
Dividend Growth(%) | N/A | -24.7 | -20.1 | -29.0 | -52.9 | N/A | N/A | N/A | -18.9 | -35.8 | 5.3 | -11.4 | 14.6 | 2.0 | -4.8 | -31.4 | -26.5 | 2.1 | 4.2 | 1.8 | -7.0 | -1.7 | -19.3 | 1.1 | -16.1 | 24.7 | -22.7 | 8.2 | 11.0 | -1.0 | 3.5 | 5.2 | 279.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (36%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)