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SCPIX: DEUTSCHE S&P 500 INDEX FUND CLASS S (MUTUAL FUND)
Basic Info 58.44 1.59(2.65%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/30/1997 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 4.58% |
| Expenses | 1.26% |
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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 | Since 12/30/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.0 | 25.2 | 21.2 | 11.1 | 13.3 | 12.9 | 10.2 | 8.4 | 17.5 | 24.7 | 26.0 | -21.7 | 22.5 | 11.6 | 31.2 | -4.6 | 21.4 | 11.5 | 1.1 | 13.2 | 31.9 | 15.7 | 1.7 | 14.8 | 26.1 | -37.3 | 5.2 | 15.4 | 3.8 | 10.0 | 28.0 | -22.3 | -12.3 | -9.5 | 20.4 | 28.3 | 0.5 |
| Sharpe Ratio | NA | 1.23 | 1.84 | 1.21 | 0.5 | 0.64 | NA | NA | 0.36 | 0.79 | 1.66 | 1.72 | -0.93 | 1.68 | 0.33 | 2.38 | -0.34 | 3.1 | 0.86 | 0.07 | 1.16 | 2.88 | 1.24 | 0.07 | 0.81 | 0.96 | -0.93 | 0.13 | 1.19 | 0.15 | 0.81 | 1.59 | -0.9 | -0.7 | -0.62 | 0.95 | 1.21 | NA |
| Draw Down(%) | NA | 9.2 | 9.2 | 18.8 | 26.7 | 33.9 | NA | NA | 55.5 | 18.8 | 8.5 | 10.0 | 25.0 | 7.0 | 33.9 | 6.6 | 19.6 | 2.7 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.7 | 27.2 | 47.9 | 9.9 | 7.5 | 7.4 | 7.9 | 13.8 | 33.1 | 29.4 | 16.8 | 11.9 | 19.1 | 0.0 |
| Standard Deviation(%) | NA | 14.0 | 12.2 | 14.9 | 17.1 | 18.3 | NA | NA | 19.4 | 18.6 | 12.7 | 13.1 | 24.8 | 13.4 | 34.8 | 12.5 | 17.4 | 6.7 | 13.1 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 40.9 | 16.0 | 10.1 | 10.4 | 11.1 | 17.2 | 26.0 | 21.4 | 22.2 | 17.9 | 20.5 | 0.0 |
| Treynor Ratio | NA | 0.17 | 0.23 | 0.18 | 0.09 | 0.12 | NA | NA | 0.07 | 0.15 | 0.21 | 0.23 | -0.23 | 0.24 | 0.11 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | 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 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | NA | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.94 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.01 | 0.99 | 1.01 | 0.97 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.98 | 0.98 | NA | NA | 0.74 | 1.0 | 1.0 | 1.0 | 0.98 | 0.9 | 0.98 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.6 | 6.8 | 4.2 | 6.3 | 7.9 | 6.5 | N/A | 4.9 | 6.7 | 8.5 | 1.0 | 1.3 | 1.5 | 6.3 | 7.2 | 6.9 | 5.6 | 4.2 | 6.9 | 1.9 | 2.2 | 1.7 | 1.7 | 2.2 | 1.6 | 1.6 | 1.6 | 0.7 | 1.3 | 1.5 | 1.1 | 0.9 | 0.8 | 1.0 | 1.1 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | -18.4 | 443.1 | 14.4 | 214.5 | N/A | N/A | N/A | -13.8 | -7.1 | 531.5 | -3.7 | -5.1 | -70.5 | -22.1 | 19.3 | 32.7 | 28.6 | -35.5 | 362.8 | -4.2 | 30.7 | 12.0 | -4.1 | -11.8 | 1.0 | 10.6 | 130.3 | -38.7 | 7.8 | 5.9 | 16.4 | -2.7 | -12.8 | 18.6 | 141.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1997
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