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SSDAX: DEUTSCHE SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 37.88 0.24(0.63%) June 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 09/23/2002 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 5.04% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/02/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 13.4 | 29.2 | 14.4 | 3.4 | 8.2 | 8.2 | 6.2 | 7.6 | 8.6 | 5.9 | 14.6 | -26.1 | 12.5 | 27.3 | 20.9 | -13.8 | 20.8 | 8.6 | -2.6 | 2.4 | 44.3 | 11.1 | 2.7 | 29.7 | 39.9 | -50.4 | 5.6 | 4.7 | 6.9 | 12.9 | 22.1 | 8.2 |
| Sharpe Ratio | NA | 1.81 | 1.66 | 0.57 | 0.05 | 0.3 | NA | NA | 0.28 | 0.27 | 0.13 | 0.63 | -0.96 | 0.6 | 0.7 | 1.25 | -0.83 | 1.8 | 0.45 | -0.15 | 0.13 | 3.05 | 0.62 | 0.08 | 1.29 | 1.27 | -1.2 | 0.13 | 0.07 | 0.28 | 0.7 | 1.15 | 1.08 |
| Draw Down(%) | NA | 12.5 | 12.5 | 24.9 | 35.4 | 41.6 | NA | NA | 66.1 | 23.8 | 9.0 | 15.3 | 32.3 | 11.1 | 39.6 | 8.2 | 27.5 | 4.9 | 16.8 | 15.7 | 15.9 | 5.9 | 15.5 | 26.8 | 16.6 | 27.1 | 61.0 | 15.2 | 20.6 | 11.7 | 17.1 | 18.5 | 10.1 |
| Standard Deviation(%) | NA | 19.8 | 18.1 | 19.4 | 21.4 | 22.1 | NA | NA | 23.0 | 21.5 | 18.2 | 17.6 | 28.8 | 21.0 | 38.7 | 15.6 | 18.4 | 11.2 | 18.6 | 17.9 | 18.1 | 14.5 | 18.0 | 31.3 | 22.9 | 31.4 | 42.8 | 19.9 | 18.5 | 16.4 | 17.1 | 18.5 | 29.7 |
| Treynor Ratio | NA | 0.43 | 0.36 | 0.13 | 0.01 | 0.07 | NA | NA | 0.07 | 0.07 | 0.02 | 0.13 | -0.32 | 0.13 | 0.27 | 0.21 | -0.16 | 0.2 | 0.08 | -0.02 | 0.02 | 0.45 | 0.11 | 0.03 | 0.31 | 0.42 | -0.53 | 0.02 | 0.01 | 0.04 | 0.14 | 0.24 | 0.31 |
| Alpha | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.03 | -0.01 | -0.01 | 0.03 | -0.02 | -0.03 | -0.04 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.0 | -0.08 | -0.01 | -0.03 | -0.01 | 0.0 | -0.05 | 0.01 |
| Beta | NA | 0.83 | 0.83 | 0.86 | 0.87 | 0.92 | NA | NA | 0.95 | 0.83 | 0.93 | 0.86 | 0.86 | 0.96 | 1.0 | 0.95 | 0.93 | 1.03 | 1.03 | 1.09 | 1.12 | 0.98 | 1.03 | 0.96 | 0.95 | 0.94 | 0.96 | 1.02 | 1.04 | 1.04 | 0.88 | 0.9 | 1.03 |
| RSquared | NA | 0.86 | 0.8 | 0.88 | 0.91 | 0.93 | NA | NA | 0.93 | 0.86 | 0.91 | 0.91 | 0.96 | 0.92 | 0.96 | 0.92 | 0.95 | 0.9 | 0.94 | 0.94 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.95 | 0.88 | 0.91 | 0.9 | 0.9 | 0.89 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 2.7 | 1.0 | 0.3 | 10.6 | 0.0 | 0.0 | 16.7 | 5.0 | 0.0 | 5.6 | 11.1 | 12.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6 | 1.5 | 6.6 | 8.2 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 84.7 | 217.4 | 143.4 | -97.2 | N/A | N/A | -100.0 | 288.2 | N/A | -100.0 | -53.9 | 17.1 | N/A | N/A | N/A | N/A | -100.0 | 6.4 | -77.9 | -17.7 | 1052.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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