It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
KTRAX: DEUTSCHE GLOBAL INCOME BUILDER FUND CLASS A (MUTUAL FUND)
Basic Info 9.86 0.02(0.20%) June 08
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 02/05/1980 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 9.63% |
| Expenses | 0.70% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 7.4 | 18.6 | 13.8 | 6.4 | 7.9 | 6.7 | 5.7 | 6.7 | 15.7 | 9.0 | 14.7 | -15.4 | 10.6 | 8.1 | 19.9 | -8.0 | 16.3 | 9.5 | -5.0 | 2.1 | 13.6 | 13.0 | -1.7 | 11.5 | 22.6 | -27.4 | 4.4 | 9.8 | 4.0 | 6.1 | 17.2 | -15.7 | -6.8 | -2.7 | 14.6 | 15.9 | 19.1 | 16.2 | 19.9 | -9.2 | 0.3 | -1.7 | 36.3 | 4.1 | 19.8 | 8.8 | -5.1 | 4.6 | 21.7 | -2.2 | 7.4 | 16.6 | -3.5 | 27.2 |
| Sharpe Ratio | NA | 1.38 | 1.77 | 1.17 | 0.37 | 0.6 | NA | NA | 0.31 | 1.35 | 0.7 | 1.33 | -1.22 | 1.29 | 0.44 | 2.97 | -0.93 | 3.1 | 1.12 | -0.57 | 0.34 | 2.05 | 1.92 | -0.12 | 0.99 | 1.37 | -1.22 | 0.13 | 0.92 | 0.25 | 0.71 | 1.68 | -1.09 | -0.81 | -0.49 | 0.93 | 1.04 | 1.3 | 1.3 | 1.69 | -1.47 | -0.15 | -0.42 | 2.85 | -0.13 | 1.65 | 0.34 | -0.4 | 0.01 | 1.63 | -0.81 | 0.06 | 0.53 | -1.04 | 1.28 |
| Draw Down(%) | NA | 7.4 | 7.4 | 10.9 | 21.9 | 24.7 | NA | NA | 39.9 | 10.9 | 4.7 | 8.2 | 21.6 | 3.9 | 24.7 | 2.7 | 14.5 | 2.2 | 6.0 | 10.0 | 7.2 | 6.3 | 5.6 | 14.0 | 9.2 | 16.8 | 36.7 | 6.2 | 5.6 | 4.6 | 6.0 | 6.2 | 21.4 | 17.0 | 10.2 | 7.8 | 13.8 | 8.3 | 6.8 | 7.3 | 14.0 | 13.6 | 9.7 | 5.9 | 14.9 | 6.4 | 6.7 | 34.8 | 14.2 | 5.9 | 14.2 | 19.9 | 12.3 | 16.7 | 15.6 |
| Standard Deviation(%) | NA | 10.9 | 8.9 | 8.9 | 9.9 | 10.2 | NA | NA | 12.1 | 9.5 | 7.6 | 8.4 | 13.8 | 8.2 | 17.8 | 6.2 | 10.1 | 5.1 | 8.3 | 8.8 | 5.9 | 6.6 | 6.8 | 14.3 | 11.5 | 16.4 | 23.2 | 9.6 | 7.0 | 6.8 | 7.3 | 9.8 | 15.4 | 11.7 | 14.1 | 12.1 | 12.0 | 11.8 | 9.6 | 9.4 | 8.3 | 13.1 | 9.7 | 11.3 | 10.4 | 8.4 | 11.3 | 23.5 | 16.1 | 9.9 | 11.5 | 16.5 | 16.6 | 13.4 | 17.3 |
| Treynor Ratio | NA | 0.18 | 0.19 | 0.14 | 0.05 | 0.07 | NA | NA | 0.04 | 0.17 | 0.09 | 0.12 | -0.19 | 0.13 | 0.08 | 0.25 | -0.09 | 0.15 | 0.1 | -0.05 | 0.03 | 0.18 | 0.18 | -0.02 | 0.11 | 0.2 | -0.26 | 0.01 | 0.09 | 0.02 | 0.07 | 0.18 | -0.17 | -0.11 | -0.05 | 0.14 | 0.17 | 0.11 | 0.1 | 0.26 | 0.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | -0.04 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | -0.01 | -0.03 | -0.05 | -0.01 | -0.02 | -0.01 | -0.05 | -0.03 | -0.03 | -0.05 | -0.02 | 0.06 | 0.02 | 0.0 | 0.02 | -0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.85 | 0.85 | 0.74 | 0.81 | 0.87 | NA | NA | 0.93 | 0.77 | 0.59 | 0.92 | 0.9 | 0.82 | 0.93 | 0.73 | 1.01 | 1.07 | 0.93 | 0.98 | 0.78 | 0.77 | 0.73 | 0.94 | 1.03 | 1.15 | 1.09 | 1.04 | 0.7 | 0.76 | 0.7 | 0.9 | 0.97 | 0.83 | 1.32 | 0.81 | 0.75 | 1.38 | 1.31 | 0.61 | -0.39 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.88 | 0.73 | 0.82 | 0.83 | NA | NA | 0.42 | 0.73 | 0.6 | 0.82 | 0.94 | 0.81 | 0.96 | 0.47 | 0.72 | 0.69 | 0.9 | 0.83 | 0.79 | 0.77 | 0.82 | 0.93 | 0.95 | 0.94 | 0.91 | 0.77 | 0.56 | 0.48 | 0.52 | 0.69 | 0.75 | 0.64 | 0.42 | 0.19 | 0.45 | 0.39 | 0.44 | 0.14 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.2 | 15.9 | 3.1 | 2.2 | 10.2 | 2.5 | 3.7 | 4.5 | 10.6 | 3.0 | 3.8 | 10.7 | 4.8 | 5.7 | 1.5 | 2.3 | 3.0 | 2.3 | 3.5 | 2.7 | 2.4 | 1.9 | 1.7 | 2.0 | 2.3 | 9.8 | 7.2 | 9.7 | 18.7 | 17.4 | 3.7 | 2.3 | 1.9 | 2.5 | 4.4 | 5.9 | 5.3 | 5.7 | 3.8 | 3.7 | 3.3 | 4.5 | 4.6 | 5.4 | 4.7 | 8.4 |
| Dividend Growth(%) | N/A | -92.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.9 | 460.8 | 16.7 | -78.1 | 316.9 | -20.4 | -27.8 | -54.9 | 284.6 | -30.0 | -67.1 | 136.2 | -8.6 | 269.1 | -31.3 | -7.9 | -5.3 | -33.2 | 36.0 | 17.4 | 29.1 | 25.0 | -28.6 | -18.1 | -79.7 | 45.6 | -21.7 | -47.8 | 4.9 | 449.2 | 44.4 | 18.4 | -26.9 | -25.7 | -28.6 | 28.9 | -7.3 | 39.0 | 5.4 | 33.3 | -32.3 | 3.3 | -7.7 | 4.8 | -34.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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 World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) (42%)
- INKM (SPDR SSgA Income Allocation ETF) (42%)
- GAL (SPDR SSgA Global Allocation ETF) (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) (41%)
- GMOM (Cambria Global Momentum ETF) (2%)
- GAA (Cambria Global Asset Allocation ETF) (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) (100%)
- CGO (Calamos Global Total Return Closed Fund) (100%)
- RCG (RENN Fund Inc) (99%)
Latest Articles Related to KTRAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
