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SSDIX: DEUTSCHE SMALL CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 41.25 1.46(3.42%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 4.56% |
| Expenses | 1.23% |
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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(%) | -2.9 | 11.0 | 26.4 | 12.7 | 3.2 | 8.1 | 8.4 | 6.6 | 6.7 | 8.9 | 6.2 | 14.9 | -25.8 | 12.8 | 27.6 | 21.2 | -13.5 | 21.1 | 8.9 | -2.4 | 2.7 | 44.8 | 11.6 | 3.2 | 30.3 | 40.2 | -50.3 | 6.0 | 5.0 | 7.2 | 0.9 |
| Sharpe Ratio | NA | 1.23 | 1.28 | 0.48 | 0.03 | 0.29 | NA | NA | 0.23 | 0.28 | 0.14 | 0.65 | -0.95 | 0.61 | 0.7 | 1.27 | -0.82 | 1.83 | 0.47 | -0.13 | 0.15 | 3.09 | 0.65 | 0.1 | 1.32 | 1.28 | -1.2 | 0.14 | 0.09 | 0.3 | 3.47 |
| Draw Down(%) | NA | 12.4 | 12.4 | 24.9 | 35.3 | 41.3 | NA | NA | 66.1 | 23.8 | 9.0 | 15.3 | 32.1 | 11.0 | 39.6 | 8.2 | 27.4 | 4.9 | 16.7 | 15.6 | 15.8 | 5.9 | 15.4 | 26.7 | 16.5 | 27.0 | 61.0 | 15.2 | 20.5 | 11.6 | 0.8 |
| Standard Deviation(%) | NA | 20.4 | 18.6 | 19.4 | 21.5 | 22.1 | NA | NA | 23.3 | 21.5 | 18.3 | 17.5 | 28.8 | 21.0 | 38.7 | 15.6 | 18.4 | 11.2 | 18.6 | 17.9 | 18.1 | 14.5 | 18.0 | 31.2 | 22.9 | 31.4 | 42.8 | 19.9 | 18.5 | 16.2 | 12.9 |
| Treynor Ratio | NA | 0.3 | 0.28 | 0.11 | 0.01 | 0.07 | NA | NA | 0.06 | 0.07 | 0.03 | 0.13 | -0.32 | 0.13 | 0.27 | 0.21 | -0.16 | 0.2 | 0.08 | -0.02 | 0.02 | 0.46 | 0.11 | 0.03 | 0.32 | 0.43 | -0.53 | 0.03 | 0.02 | 0.05 | 0.38 |
| Alpha | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | 0.03 | -0.02 | -0.03 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.0 | -0.08 | -0.01 | -0.03 | -0.01 | -0.02 |
| Beta | NA | 0.83 | 0.84 | 0.86 | 0.87 | 0.92 | NA | NA | 0.96 | 0.83 | 0.94 | 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 | 1.16 |
| RSquared | NA | 0.86 | 0.81 | 0.89 | 0.92 | 0.93 | NA | NA | 0.94 | 0.87 | 0.92 | 0.91 | 0.96 | 0.91 | 0.96 | 0.92 | 0.95 | 0.9 | 0.94 | 0.94 | 0.94 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.95 | 0.88 | 0.91 | 0.89 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 2.4 | 0.9 | 0.3 | 9.8 | 0.0 | 0.0 | 15.8 | 4.7 | 0.0 | 5.4 | 10.7 | 11.7 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6 | 1.5 | 6.6 | 8.2 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2004
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