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SCGDX: DEUTSCHE GOLD & PRECIOUS METALS FUND CLASS S (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 02/22/1989 |
| Last Dividend Date: | 12/06/2017 |
| 12-Mo. Yield | 3.27% |
| Expenses | 1.14% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/22/1989 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.9 | 9.7 | -7.5 | -5.7 | -2.3 | -1.8 | 3.9 | 51.3 | -26.7 | -14.1 | -49.6 | -7.5 | -22.6 | 37.6 | 41.6 | -32.7 | 25.4 | 29.3 | 20.8 | -8.9 | 95.4 | 66.8 | 16.0 | -9.0 | 9.1 | -16.7 | -40.8 | 32.1 | 13.2 | -7.4 | 59.5 | -9.1 | -6.9 | -16.7 | 8.9 |
| Sharpe Ratio | NA | 0.22 | 0.11 | -0.37 | -0.19 | NA | NA | 0.05 | 0.15 | 1.18 | -0.69 | -0.43 | -1.34 | -0.3 | -0.74 | 1.36 | 1.0 | -0.5 | 0.7 | 0.77 | 0.77 | -0.35 | 3.45 | 2.01 | 0.59 | -0.54 | 0.19 | -0.68 | -2.27 | 1.81 | 0.64 | -0.79 | 2.93 | -0.8 | -0.67 | -1.37 | 0.45 |
| Draw Down(%) | NA | 17.3 | 43.7 | 71.3 | 79.3 | NA | NA | 79.3 | 17.3 | 37.7 | 41.5 | 38.3 | 52.6 | 30.9 | 25.5 | 18.7 | 18.3 | 71.5 | 22.1 | 30.6 | 26.0 | 31.0 | 19.8 | 33.2 | 17.2 | 24.3 | 24.3 | 45.5 | 47.6 | 17.4 | 13.2 | 18.7 | 20.4 | 16.0 | 12.5 | 25.7 | 11.8 |
| Standard Deviation(%) | NA | 25.1 | 36.6 | 35.8 | 38.9 | NA | NA | 29.8 | 23.5 | 43.1 | 38.9 | 33.1 | 37.2 | 25.9 | 30.4 | 27.6 | 41.5 | 67.5 | 32.0 | 33.8 | 24.1 | 28.5 | 27.4 | 32.7 | 23.7 | 24.2 | 30.2 | 29.3 | 19.5 | 15.7 | 14.7 | 13.1 | 19.5 | 14.2 | 15.9 | 16.0 | 10.6 |
| Treynor Ratio | NA | 0.05 | 0.04 | -0.11 | -0.08 | NA | NA | 0.01 | 0.04 | 0.48 | -0.23 | -0.11 | -0.35 | -0.09 | -0.31 | 0.52 | 0.7 | -0.37 | 0.21 | 0.22 | 0.17 | -0.09 | 0.84 | 0.53 | 0.15 | -0.13 | 0.05 | -0.22 | -0.57 | 0.32 | 0.12 | -0.17 | 0.74 | -0.19 | -0.12 | -0.38 | 0.07 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | 0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.05 | 0.01 | -0.01 | 0.02 | -0.03 | 0.04 | 0.02 | 0.16 | -0.04 | -0.03 | -0.08 | -0.06 | 0.06 | 0.07 | 0.0 | 0.0 | -0.07 | -0.06 | -0.06 | 0.11 | 0.06 | -0.02 | -0.02 | 0.01 | -0.04 | -0.03 | -0.04 |
| Beta | NA | 1.0 | 1.09 | 1.15 | 0.91 | NA | NA | 0.93 | 0.98 | 1.07 | 1.17 | 1.33 | 1.42 | 0.84 | 0.74 | 0.72 | 0.59 | 0.9 | 1.08 | 1.2 | 1.13 | 1.12 | 1.13 | 1.24 | 0.96 | 0.97 | 1.11 | 0.93 | 0.78 | 0.88 | 0.76 | 0.6 | 0.78 | 0.61 | 0.89 | 0.58 | 0.69 |
| RSquared | NA | 0.92 | 0.92 | 0.83 | 0.65 | NA | NA | 0.67 | 0.92 | 0.93 | 0.9 | 0.82 | 0.64 | 0.66 | 0.7 | 0.6 | 0.37 | 0.61 | 0.8 | 0.83 | 0.63 | 0.61 | 0.58 | 0.78 | 0.65 | 0.57 | 0.76 | 0.88 | 0.81 | 0.72 | 0.65 | 0.61 | 0.86 | 0.45 | 0.66 | 0.56 | 0.7 |
| Yield(%) | N/A | 3.3 | 1.2 | 0.5 | 4.6 | 13.4 | 14.8 | N/A | 0.1 | 4.6 | 0.0 | 0.0 | 0.0 | 0.9 | 14.5 | 13.3 | 2.5 | 2.5 | 21.0 | 21.0 | 8.6 | 7.9 | 11.4 | 1.3 | 1.3 | 0.3 | 1.4 | 0.0 | 1.1 | 22.4 | 15.0 | 5.2 | 2.9 | 0.0 | 0.0 | 0.0 | 0.9 |
| Dividend Growth(%) | N/A | N/A | -94.0 | -96.8 | 26.9 | N/A | N/A | N/A | -96.1 | N/A | N/A | N/A | -100.0 | -95.8 | 28.3 | 662.9 | -38.9 | -86.5 | -1.8 | 197.9 | -13.0 | 28.5 | 1335.6 | 12.5 | 370.6 | -80.0 | N/A | -100.0 | -94.7 | 55.0 | 139.8 | 197.1 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/1989
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY PRECIOUS METALS Asset Class Trend Rankings |
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Best ETFs
- GDX (VanEck Gold Miners ETF) (95%)
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- RING (iShares MSCI Global Gold Miners ETF) (24%)
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- GGGG (GLOBAL X PURE GOLD MINERS ETF GLOBAL X PURE GOLD MINERS ETF) (2%)
