Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLIVX (DWS Value Builder Inst) | NA | -24.76% | -12.20% | -5.80% | -1.33% | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 03/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLIVX (DWS Value Builder Inst) | 03/12/1997 | 05/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.76 | -12.20 | -5.80 | -1.33 | NA | NA | … | … | -3.79 | -29.74 | -8.76 | 10.49 | 0.92 | 8.99 | 31.06 | -18.69 | 3.44 | -0.08 | 15.33 | 18.08 | 14.71 |
| Sharpe Ratio | NA | -1.02 | -0.69 | -0.45 | -0.20 | NA | NA | … | … | -0.43 | -1.34 | -0.52 | 0.96 | -0.15 | 0.88 | 2.45 | -1.06 | 0.06 | -0.25 | 0.87 | 1.12 | 1.37 |
| Standard Deviation(%) | NA | 24.79 | 21.00 | 17.30 | 16.77 | NA | NA | … | … | 22.12 | 22.77 | 22.77 | 7.52 | 8.07 | 9.11 | 12.41 | 18.60 | 17.61 | 16.62 | 13.92 | 13.21 | 10.94 |
| Draw Down(%) | NA | 34.60 | 55.50 | 55.50 | 55.50 | NA | NA | … | … | 17.07 | 36.33 | 26.47 | 5.17 | 5.67 | 9.27 | 12.91 | 29.47 | 22.64 | 13.76 | 13.06 | 17.59 | 6.12 |
| Yield(%) | 0.00 | 30.25 | 18.57 | 12.78 | 8.07 | 7.94 | 5.95 | … | … | 0.77 | 27.22 | 27.83 | 11.02 | 4.16 | 2.06 | 2.55 | 1.97 | 2.16 | 10.24 | 5.88 | 4.65 | 4.20 |
Data as of 05/27/2009, Common starting date is 03/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLIVX (DWS Value Builder Inst) |
-14.58%
Feb 2006 – Feb 2009 |
-7.80%
Feb 2004 – Feb 2009 |
-1.52%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLIVX (DWS Value Builder Inst) |
15.74%
Mar 2003 – Mar 2006 |
11.54%
Sep 2002 – Sep 2007 |
8.22%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart