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SUHIX: DEUTSCHE HEALTH AND WELLNESS FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 44.3 0.22(0.50%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 01/17/2001 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 5.37% |
| Expenses | 1.33% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/17/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | -4.5 | 11.0 | 5.8 | 2.5 | 5.8 | 9.1 | 8.7 | 7.5 | 12.7 | 3.6 | 5.6 | -8.4 | 6.2 | 6.3 | 22.4 | 3.5 | 19.3 | -10.2 | 6.6 | 26.8 | 47.1 | 17.9 | 8.5 | 8.0 | 21.9 | -23.2 | 13.0 | 6.0 | 8.1 | 9.5 | 33.2 | -24.2 | 2.1 |
| Sharpe Ratio | NA | -1.1 | 0.53 | 0.19 | -0.05 | 0.24 | NA | NA | 0.35 | 0.57 | 0.0 | 0.17 | -0.5 | 0.43 | 0.19 | 1.52 | 0.13 | 1.93 | -0.59 | 0.34 | 1.68 | 3.76 | 1.42 | 0.39 | 0.5 | 1.16 | -0.81 | 0.81 | 0.23 | 0.54 | 0.61 | 1.93 | -1.0 | -0.01 |
| Draw Down(%) | NA | 13.1 | 13.1 | 17.7 | 24.1 | 27.5 | NA | NA | 37.7 | 13.8 | 12.4 | 9.5 | 18.3 | 11.5 | 27.5 | 8.2 | 16.9 | 4.7 | 16.4 | 19.4 | 10.7 | 5.8 | 7.8 | 19.5 | 14.1 | 18.0 | 36.0 | 6.0 | 10.9 | 6.2 | 16.6 | 7.5 | 34.4 | 26.3 |
| Standard Deviation(%) | NA | 14.9 | 14.5 | 14.0 | 15.2 | 17.1 | NA | NA | 17.8 | 17.3 | 11.1 | 11.4 | 19.5 | 14.4 | 31.0 | 13.7 | 17.1 | 9.7 | 17.8 | 19.2 | 15.9 | 12.5 | 12.7 | 21.7 | 15.9 | 18.7 | 29.6 | 12.2 | 11.0 | 10.7 | 13.9 | 16.9 | 25.4 | 23.7 |
| Treynor Ratio | NA | -0.17 | 0.08 | 0.03 | -0.01 | 0.04 | NA | NA | 0.06 | 0.1 | 0.0 | 0.02 | -0.1 | 0.06 | 0.06 | 0.21 | 0.02 | 0.22 | -0.1 | 0.06 | 0.23 | 0.41 | 0.15 | 0.07 | 0.07 | 0.23 | -0.24 | 0.09 | 0.02 | 0.05 | 0.07 | 0.29 | -0.22 | 0.0 |
| Alpha | NA | -0.04 | -0.03 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.02 | 0.0 | -0.03 | -0.03 | -0.02 | 0.0 | 0.02 | 0.02 | 0.0 | -0.03 | -0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.03 | -0.02 | -0.03 | -0.01 | 0.01 | -0.05 | 0.0 |
| Beta | NA | 0.95 | 0.95 | 0.94 | 0.94 | 0.98 | NA | NA | 1.06 | 0.96 | 0.9 | 0.91 | 0.95 | 0.95 | 1.07 | 0.98 | 1.04 | 0.86 | 1.08 | 1.11 | 1.19 | 1.14 | 1.2 | 1.18 | 1.19 | 0.97 | 1.01 | 1.06 | 1.09 | 1.12 | 1.21 | 1.12 | 1.17 | 1.48 |
| RSquared | NA | 0.92 | 0.91 | 0.91 | 0.86 | 0.87 | NA | NA | 0.88 | 0.91 | 0.89 | 0.89 | 0.95 | 0.56 | 0.91 | 0.91 | 0.93 | 0.76 | 0.96 | 0.95 | 0.93 | 0.91 | 0.9 | 0.97 | 0.93 | 0.9 | 0.95 | 0.9 | 0.84 | 0.8 | 0.76 | 0.86 | 0.85 | 0.82 |
| Yield(%) | N/A | 0.0 | 5.3 | 3.9 | 2.3 | 4.3 | 7.9 | 7.9 | N/A | 5.2 | 1.2 | 5.0 | 0.4 | 0.3 | 0.3 | 10.7 | 10.2 | 7.0 | 2.5 | 14.5 | 9.0 | 9.2 | 9.8 | 8.5 | 2.3 | 0.0 | 2.5 | 9.8 | 4.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 340.8 | 1082.8 | -55.4 | -23.4 | N/A | N/A | N/A | 340.8 | -75.9 | 1132.4 | 49.1 | -8.1 | -96.8 | -4.4 | 64.4 | 155.9 | -84.7 | 91.3 | 30.9 | 2.1 | 15.5 | 287.1 | N/A | -100.0 | -73.9 | 99.9 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2001
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