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SDGTX: DEUTSCHE CAPITAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 113.48 1(0.89%) April 25
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 10/18/2002 |
| Last Dividend Date: | 12/11/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.69% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/18/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.1 | -7.4 | 0.9 | 3.0 | 6.6 | 9.0 | 10.6 | 9.1 | 9.2 | 16.1 | 29.1 | -35.7 | 14.7 | 31.1 | 37.0 | -2.0 | 26.2 | 4.0 | 8.1 | 12.5 | 34.5 | 15.7 | -4.9 | 16.2 | 26.1 | -32.7 | 12.4 | 8.4 | 8.6 | 7.7 | 26.4 | -3.7 |
| Sharpe Ratio | NA | -0.75 | -0.22 | -0.06 | 0.18 | 0.34 | NA | NA | 0.4 | 0.53 | 1.52 | -1.19 | 0.8 | 0.9 | 2.47 | -0.17 | 3.34 | 0.26 | 0.5 | 0.92 | 2.94 | 1.08 | -0.19 | 0.89 | 1.16 | -0.95 | 0.65 | 0.47 | 0.59 | 0.6 | 1.53 | -0.81 |
| Draw Down(%) | NA | 21.7 | 27.3 | 27.3 | 42.0 | 42.0 | NA | NA | 45.9 | 11.8 | 10.4 | 36.9 | 11.6 | 30.2 | 7.4 | 22.8 | 2.4 | 14.0 | 12.7 | 7.7 | 6.2 | 10.5 | 21.7 | 16.1 | 20.3 | 42.4 | 8.0 | 9.3 | 5.8 | 8.9 | 11.3 | 8.5 |
| Standard Deviation(%) | NA | 33.2 | 24.5 | 23.5 | 22.8 | 21.2 | NA | NA | 19.8 | 18.1 | 16.4 | 31.3 | 18.3 | 34.3 | 14.4 | 19.9 | 7.7 | 14.4 | 16.3 | 13.6 | 11.7 | 14.7 | 25.4 | 18.2 | 22.3 | 35.3 | 14.6 | 11.0 | 10.8 | 11.2 | 16.8 | 22.3 |
| Treynor Ratio | NA | -0.28 | -0.07 | -0.02 | 0.05 | 0.09 | NA | NA | 0.09 | 0.13 | 0.33 | -0.46 | 0.26 | 0.33 | 0.54 | -0.04 | 0.3 | 0.04 | 0.08 | 0.13 | 0.36 | 0.16 | -0.05 | 0.17 | 0.29 | -0.36 | 0.11 | 0.06 | 0.08 | 0.09 | 0.3 | -0.19 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.06 | -0.05 | 0.02 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.02 | -0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 |
| Beta | NA | 0.88 | 0.82 | 0.82 | 0.77 | 0.82 | NA | NA | 0.86 | 0.75 | 0.76 | 0.81 | 0.58 | 0.92 | 0.66 | 0.94 | 0.85 | 0.95 | 1.0 | 0.98 | 0.95 | 0.98 | 0.95 | 0.94 | 0.89 | 0.93 | 0.86 | 0.8 | 0.82 | 0.73 | 0.86 | 0.93 |
| RSquared | NA | 0.99 | 0.85 | 0.86 | 0.82 | 0.86 | NA | NA | 0.91 | 0.73 | 0.77 | 0.91 | 0.56 | 0.94 | 0.71 | 0.98 | 0.9 | 0.95 | 0.98 | 0.96 | 0.95 | 0.94 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 | 0.89 | 0.79 | 0.89 | 0.96 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 7.1 | 6.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 7.7 | 14.2 | 10.4 | 8.3 | 11.3 | 15.4 | 8.1 | 1.3 | 0.6 | 0.7 | 0.8 | 0.5 | 0.7 | 0.4 | 0.4 | 0.7 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -99.8 | 95.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.3 | -54.7 | 58.4 | 23.3 | -29.8 | -28.5 | 130.5 | 600.4 | 99.4 | 7.6 | 0.0 | 17.6 | -20.1 | 62.3 | 12.6 | -34.8 | 337.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.45% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.33% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.07% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.45% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.49% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.40% (99%)
- VUG (Vanguard Growth ETF) 1.50% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.51% (99%)
- QQQQ (PowerShares QQQ) 1.11% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 1.32% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.15% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.54% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.72% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.93% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.58% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.64% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 1.50% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.48% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 0.10% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.18% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.36% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.39% (22%)
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