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SGQIX: DEUTSCHE GLOBAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 41.45 0.19(0.46%) April 25
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 09/02/2008 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.92% |
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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 | Since 09/02/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.2 | 5.9 | 8.0 | 4.0 | 6.5 | 4.0 | 5.1 | 4.4 | 5.8 | 15.8 | -31.4 | 6.5 | 22.5 | 31.6 | -16.8 | 25.5 | 0.3 | -1.7 | -1.6 | 26.2 | 18.2 | -14.8 | 13.6 | 42.0 | -35.4 |
| Sharpe Ratio | NA | 0.69 | 0.09 | -0.02 | 0.21 | 0.13 | NA | 0.17 | -0.06 | 0.82 | -1.22 | 0.44 | 0.78 | 2.42 | -1.2 | 3.67 | 0.01 | -0.13 | -0.15 | 2.33 | 1.15 | -0.54 | 0.73 | 1.61 | -1.11 |
| Draw Down(%) | NA | 15.9 | 16.3 | 21.6 | 41.9 | 41.9 | NA | 49.8 | 9.5 | 15.4 | 37.9 | 9.3 | 31.8 | 6.5 | 24.7 | 2.8 | 12.9 | 13.5 | 11.9 | 7.7 | 15.7 | 28.9 | 15.7 | 25.2 | 47.5 |
| Standard Deviation(%) | NA | 25.1 | 18.2 | 19.2 | 18.7 | 17.7 | NA | 20.4 | 13.8 | 14.1 | 27.0 | 14.5 | 28.5 | 12.5 | 15.1 | 6.8 | 14.5 | 13.2 | 11.4 | 11.2 | 16.0 | 27.5 | 18.7 | 26.0 | 65.9 |
| Treynor Ratio | NA | 0.15 | 0.01 | 0.0 | 0.03 | 0.02 | NA | 0.04 | -0.01 | 0.11 | -0.26 | 0.06 | 0.23 | 0.27 | -0.17 | 0.3 | 0.0 | -0.02 | -0.02 | 0.31 | 0.19 | -0.14 | 0.16 | 0.48 | -0.8 |
| Alpha | NA | -0.03 | 0.0 | -0.01 | -0.02 | 0.0 | NA | 0.0 | 0.01 | 0.0 | -0.06 | -0.01 | 0.04 | 0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.05 | 0.0 | 0.0 | 0.01 | 0.03 | -0.13 |
| Beta | NA | 1.18 | 1.08 | 1.16 | 1.13 | 1.02 | NA | 0.96 | 1.01 | 1.11 | 1.28 | 1.04 | 0.95 | 1.13 | 1.06 | 0.83 | 0.8 | 0.81 | 0.93 | 0.85 | 0.97 | 1.02 | 0.86 | 0.87 | 0.92 |
| RSquared | NA | 0.94 | 0.87 | 0.89 | 0.88 | 0.88 | NA | 0.91 | 0.79 | 0.91 | 0.91 | 0.83 | 0.95 | 0.89 | 0.91 | 0.76 | 0.87 | 0.88 | 0.78 | 0.85 | 0.94 | 0.95 | 0.95 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.7 | 1.3 | 1.1 | 1.3 | N/A | 0.0 | 1.8 | 0.5 | 2.2 | 1.0 | 1.4 | 1.1 | 0.6 | 0.2 | 0.0 | 0.9 | 0.6 | 1.4 | 1.3 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -55.0 | 110.3 | N/A | N/A | N/A | -100.0 | 169.6 | -78.2 | 166.0 | -9.2 | 4.7 | 121.1 | 270.8 | 4700.0 | -99.6 | 72.2 | -48.8 | -5.8 | 98.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/2008
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