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SGGAX: DEUTSCHE LARGE CAP FOCUS GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 83.66 3.59(4.11%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 12/10/1999 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 16.68% |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.0 | 5.0 | 19.6 | 21.2 | 11.2 | 16.0 | 14.2 | 11.7 | 6.7 | 15.4 | 29.1 | 40.8 | -33.7 | 23.3 | 40.5 | 37.0 | -2.2 | 24.8 | 2.7 | 9.4 | 12.1 | 30.1 | 14.8 | -5.3 | 19.8 | 23.0 | -33.0 | 12.4 | 6.9 | 7.9 | 4.2 | 24.7 | -29.9 | -22.8 | -21.8 | 4.5 |
| Sharpe Ratio | NA | 0.46 | 0.96 | 0.92 | 0.39 | 0.68 | NA | NA | 0.25 | 0.54 | 1.52 | 2.31 | -1.1 | 1.36 | 1.2 | 2.47 | -0.18 | 3.12 | 0.17 | 0.58 | 0.84 | 2.51 | 0.96 | -0.21 | 1.0 | 1.01 | -0.95 | 0.64 | 0.32 | 0.52 | 0.27 | 1.36 | -1.08 | -0.98 | -0.87 | 9.45 |
| Draw Down(%) | NA | 15.4 | 17.8 | 23.8 | 37.8 | 37.8 | NA | NA | 65.4 | 23.8 | 11.4 | 11.1 | 36.4 | 11.0 | 30.1 | 6.9 | 23.2 | 2.8 | 14.9 | 12.3 | 8.3 | 6.6 | 11.0 | 22.2 | 16.4 | 20.0 | 42.7 | 8.0 | 9.7 | 6.1 | 11.3 | 11.1 | 37.6 | 36.9 | 31.3 | 2.2 |
| Standard Deviation(%) | NA | 20.9 | 17.7 | 19.4 | 22.2 | 21.1 | NA | NA | 20.9 | 23.5 | 16.7 | 16.3 | 32.1 | 17.1 | 33.4 | 14.4 | 19.7 | 7.8 | 14.7 | 16.3 | 14.4 | 12.0 | 15.4 | 25.6 | 19.7 | 22.7 | 35.7 | 14.6 | 11.0 | 10.8 | 12.0 | 17.7 | 28.6 | 26.2 | 30.0 | 12.4 |
| Treynor Ratio | NA | 0.09 | 0.17 | 0.2 | 0.1 | 0.17 | NA | NA | 0.06 | 0.13 | 0.3 | 0.45 | -0.41 | 0.31 | 0.46 | 0.54 | -0.04 | 0.29 | 0.03 | 0.09 | 0.12 | 0.32 | 0.15 | -0.06 | 0.2 | 0.25 | -0.36 | 0.11 | 0.04 | 0.07 | 0.04 | 0.27 | -0.35 | -0.36 | -0.31 | 1.36 |
| Alpha | NA | 0.05 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.05 | -0.03 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | -0.03 | 0.02 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.03 | 0.09 |
| Beta | NA | 1.04 | 1.0 | 0.91 | 0.87 | 0.86 | NA | NA | 0.87 | 0.93 | 0.85 | 0.84 | 0.85 | 0.75 | 0.87 | 0.66 | 0.93 | 0.83 | 0.96 | 0.99 | 1.02 | 0.95 | 1.02 | 0.95 | 1.0 | 0.91 | 0.94 | 0.86 | 0.8 | 0.85 | 0.79 | 0.9 | 0.88 | 0.72 | 0.84 | 0.86 |
| RSquared | NA | 0.93 | 0.93 | 0.95 | 0.95 | 0.92 | NA | NA | 0.93 | 0.97 | 0.96 | 0.94 | 0.96 | 0.9 | 0.88 | 0.69 | 0.97 | 0.84 | 0.93 | 0.97 | 0.94 | 0.91 | 0.93 | 0.97 | 0.96 | 0.97 | 0.97 | 0.95 | 0.89 | 0.85 | 0.91 | 0.97 | 0.96 | 0.94 | 0.93 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.9 | 11.6 | 2.6 | 3.3 | 10.4 | 5.8 | 7.4 | 5.8 | 4.4 | 7.3 | 15.0 | 15.5 | 1.4 | 0.1 | 0.0 | 0.0 | 0.3 | 0.0 | 0.2 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 74.9 | 508.1 | -50.0 | -63.9 | 136.4 | 1.3 | 17.5 | 57.3 | -40.7 | -54.8 | -5.9 | 1242.5 | 2527.8 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1999
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