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KBCBX: DWS Blue Chip B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 04/01/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.4 | 17.9 | -0.5 | 3.3 | 4.1 | 4.7 | 10.0 | -1.7 | 13.1 | 32.1 | -39.3 | 2.5 | 13.2 | 6.3 | 14.6 | 27.6 | -23.3 | -17.5 | -9.4 | 24.8 | 13.7 | 25.3 | 13.9 |
| Sharpe Ratio | NA | 0.06 | 0.85 | -0.04 | 0.09 | NA | 0.12 | 5.54 | -0.07 | 0.68 | 1.12 | -0.94 | -0.04 | 0.88 | 0.37 | 1.17 | 1.61 | -1.0 | -0.98 | -0.62 | 1.23 | 0.58 | 1.41 | 2.38 |
| Draw Down(%) | NA | 22.2 | 22.2 | 56.0 | 56.0 | NA | 56.0 | 1.3 | 22.2 | 16.5 | 26.2 | 51.6 | 10.7 | 9.4 | 7.4 | 7.1 | 13.9 | 31.5 | 31.5 | 17.4 | 11.1 | 20.9 | 10.2 | 7.0 |
| Standard Deviation(%) | NA | 24.4 | 21.0 | 28.0 | 22.7 | NA | 21.1 | 7.4 | 25.3 | 19.2 | 28.6 | 43.0 | 16.7 | 11.1 | 11.2 | 11.6 | 16.6 | 24.6 | 20.7 | 22.1 | 17.4 | 17.6 | 15.2 | 10.2 |
| Treynor Ratio | NA | 0.01 | 0.17 | -0.01 | 0.02 | NA | 0.03 | 1.02 | -0.02 | 0.12 | 0.31 | -0.38 | -0.01 | 0.09 | 0.04 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.01 | 0.07 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.03 | 1.04 | 1.04 | NA | 1.04 | 0.4 | 1.06 | 1.05 | 1.04 | 1.04 | 1.04 | 1.07 | 1.07 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.97 | 0.98 | 0.82 | NA | 0.6 | 0.33 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.4 | 3.1 | 3.3 | 4.1 | N/A | 0.0 | 0.0 | 0.6 | 0.3 | 0.1 | 15.3 | 10.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.8 | 4.2 | 2.6 | 15.1 | 20.1 |
| Dividend Growth(%) | N/A | N/A | -97.7 | 48.8 | N/A | N/A | N/A | N/A | -100.0 | 214.3 | 133.3 | -99.6 | 42.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | -20.0 | 78.6 | -81.0 | -30.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See LARGE BLEND Asset Class Trend Rankings |
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