Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBCBX (DWS Blue Chip B) | NA | 1.38% | 17.61% | -0.51% | 3.27% | 4.07% | NA | … | … |
Data as of 04/12/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBCBX (DWS Blue Chip B) | 06/21/1996 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.38 | 17.61 | -0.51 | 3.27 | 4.07 | NA | … | … | 9.99 | -1.67 | 13.11 | 32.06 | -39.34 | 2.47 | 13.15 | 6.35 | 14.61 | 27.59 | -23.32 | -17.51 | -9.41 | 24.84 | 13.66 | 25.26 | 13.91 |
| Sharpe Ratio | NA | 0.06 | 0.85 | -0.04 | 0.09 | NA | NA | … | … | 5.54 | -0.07 | 0.68 | 1.12 | -0.94 | -0.04 | 0.88 | 0.37 | 1.17 | 1.61 | -1.00 | -0.98 | -0.62 | 1.23 | 0.58 | 1.41 | 2.38 |
| Standard Deviation(%) | NA | 24.43 | 20.96 | 28.01 | 22.72 | NA | NA | … | … | 7.38 | 25.32 | 19.21 | 28.64 | 42.96 | 16.66 | 11.09 | 11.19 | 11.64 | 16.64 | 24.55 | 20.73 | 22.06 | 17.44 | 17.59 | 15.24 | 10.21 |
| Draw Down(%) | NA | 22.24 | 22.24 | 55.98 | 55.98 | NA | NA | … | … | 1.35 | 22.24 | 16.50 | 26.16 | 51.65 | 10.72 | 9.39 | 7.41 | 7.12 | 13.95 | 31.46 | 31.46 | 17.45 | 11.13 | 20.90 | 10.20 | 6.97 |
| Yield(%) | 0.00 | 0.00 | 0.39 | 3.10 | 3.32 | 4.15 | 3.88 | … | … | 0.00 | 0.00 | 0.65 | 0.27 | 0.07 | 15.33 | 10.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.79 | 4.16 | 2.58 | 15.07 | 20.08 |
Data as of 04/12/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCBX (DWS Blue Chip B) |
-18.25%
Mar 2000 – Mar 2003 |
-7.00%
Feb 2004 – Feb 2009 |
-4.07%
Feb 1999 – Feb 2009 |
3.05%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCBX (DWS Blue Chip B) |
24.04%
Feb 2009 – Feb 2012 |
14.13%
Sep 2002 – Sep 2007 |
6.80%
Jul 1996 – Jul 2006 |
4.89%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart