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PPLSX: DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S (MUTUAL FUND)
Basic Info 8.3 0.19(2.24%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/28/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.22% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/05/2026)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 6.3 | 16.9 | 12.5 | 4.0 | 6.3 | 5.9 | 5.0 | 5.2 | 13.8 | 8.6 | 14.1 | -16.0 | 5.5 | 4.9 | 19.9 | -7.3 | 14.0 | 2.8 | -1.0 | 5.0 | 20.1 | 13.4 | -4.3 | 13.7 | 28.9 | -36.9 | 4.4 | 16.1 | 6.9 | -0.0 |
| Sharpe Ratio | NA | 1.21 | 1.65 | 0.95 | 0.13 | 0.4 | NA | NA | 0.26 | 1.0 | 0.57 | 1.22 | -1.18 | 0.47 | 0.21 | 2.48 | -0.82 | 2.94 | 0.32 | -0.1 | 0.58 | 2.32 | 1.19 | -0.2 | 0.78 | 1.16 | -1.08 | 0.08 | 1.17 | 0.45 | -3.43 |
| Draw Down(%) | NA | 6.5 | 6.5 | 11.3 | 26.2 | 26.2 | NA | NA | 53.3 | 10.9 | 4.7 | 8.0 | 20.5 | 7.4 | 25.7 | 3.7 | 14.5 | 1.5 | 8.0 | 8.5 | 6.3 | 6.5 | 10.1 | 20.6 | 13.9 | 24.1 | 47.3 | 10.5 | 9.4 | 6.8 | 0.1 |
| Standard Deviation(%) | NA | 10.5 | 8.6 | 9.8 | 11.3 | 11.7 | NA | NA | 15.1 | 11.0 | 8.8 | 8.6 | 14.9 | 11.8 | 22.0 | 7.5 | 10.7 | 4.6 | 8.2 | 9.5 | 8.6 | 8.6 | 11.3 | 22.0 | 17.5 | 24.8 | 35.0 | 15.6 | 10.9 | 10.5 | 1.6 |
| Treynor Ratio | NA | 0.13 | 0.14 | 0.09 | 0.01 | 0.05 | NA | NA | 0.04 | 0.1 | 0.05 | 0.11 | -0.18 | 0.05 | 0.05 | 0.19 | -0.09 | 0.14 | 0.03 | -0.01 | 0.05 | 0.2 | 0.13 | -0.04 | 0.12 | 0.27 | -0.37 | 0.01 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | NA | NA |
| Beta | NA | 1.01 | 1.02 | 1.07 | 1.02 | 1.0 | NA | NA | 1.03 | 1.1 | 1.1 | 1.0 | 0.97 | 1.06 | 0.99 | 0.98 | 1.02 | 0.96 | 0.75 | 0.87 | 1.04 | 0.98 | 1.05 | 1.14 | 1.14 | 1.06 | 1.01 | 1.12 | 1.14 | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.97 | 0.89 | 0.92 | NA | NA | 0.93 | 0.98 | 0.97 | 0.97 | 0.98 | 0.57 | 0.96 | 0.97 | 0.98 | 0.93 | 0.9 | 0.97 | 0.97 | 0.99 | 0.95 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.55 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 32.4 | 6.5 | 1.5 | 2.4 | 1.1 | 6.9 | 5.1 | 6.3 | 6.2 | 10.0 | 12.4 | 4.6 | 2.1 | 1.6 | 1.9 | 2.1 | 5.2 | 7.3 | 6.9 | 3.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -92.1 | 430.8 | 264.3 | -36.6 | 125.0 | -81.7 | 17.9 | -13.0 | -0.3 | -45.2 | -25.0 | 204.1 | 147.8 | 22.4 | -7.9 | 14.6 | -75.8 | -30.8 | 13.9 | 109.7 | 242.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2004
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