Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBCCX (DWS Blue Chip C) | NA | 1.41% | 17.70% | -0.47% | 3.33% | 4.14% | NA | … | … |
Data as of 04/12/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBCCX (DWS Blue Chip C) | 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 | 1.41 | 17.70 | -0.47 | 3.33 | 4.14 | NA | … | … | 10.00 | -1.57 | 13.18 | 32.05 | -39.27 | 2.48 | 13.38 | 6.39 | 14.59 | 27.65 | -23.29 | -17.45 | -9.33 | 25.16 | 13.58 | 25.36 | 14.03 |
| Sharpe Ratio | NA | 0.06 | 0.85 | -0.04 | 0.09 | NA | NA | … | … | 5.57 | -0.06 | 0.68 | 1.12 | -0.94 | -0.03 | 0.91 | 0.38 | 1.17 | 1.62 | -0.99 | -0.97 | -0.61 | 1.26 | 0.58 | -1.95 | 2.41 |
| Standard Deviation(%) | NA | 24.65 | 21.20 | 28.33 | 23.08 | NA | NA | … | … | 7.34 | 25.38 | 19.26 | 28.53 | 42.86 | 16.65 | 11.08 | 11.26 | 11.64 | 16.68 | 24.55 | 20.73 | 22.04 | 17.42 | 17.62 | 15.25 | 10.29 |
| Draw Down(%) | NA | 22.23 | 22.23 | 55.95 | 55.95 | NA | NA | … | … | 1.38 | 22.23 | 16.47 | 26.12 | 51.56 | 10.75 | 9.39 | 7.44 | 7.11 | 13.96 | 31.41 | 31.39 | 17.32 | 10.95 | 20.83 | 10.34 | 6.95 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 3.05 | 3.28 | 4.13 | 3.87 | … | … | 0.00 | 0.00 | 0.57 | 0.20 | 0.14 | 15.11 | 10.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.77 | 4.13 | 2.56 | 15.07 | 20.03 |
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 |
|---|---|---|---|---|
| KBCCX (DWS Blue Chip C) |
-18.20%
Mar 2000 – Mar 2003 |
-6.93%
Feb 2004 – Feb 2009 |
-4.00%
Feb 1999 – Feb 2009 |
3.12%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBCCX (DWS Blue Chip C) |
24.12%
Feb 2009 – Feb 2012 |
14.18%
Sep 2002 – Sep 2007 |
6.87%
Jul 1996 – Jul 2006 |
4.96%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart