Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KHI (DWS High Income Trust) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 02/23/2017, Common starting date is 10/05/1988
More Performance Analytics Comparison
Name Start Date End Date
KHI (DWS High Income Trust) 10/05/1988 11/04/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 23.63 -1.79 3.47 -3.19 8.24 18.22 16.24 62.89 -30.81 -12.43 -12.71 16.07 3.35 54.60 -17.80 11.60 7.56 1.15 19.95 26.74 38.71 45.03 14.00 36.36 52.78 132.26 24.00 25.00 11.11
Sharpe Ratio NA 1.88 0.84 0.60 0.26 NA NA 2.69 -0.17 0.46 -0.27 0.65 0.88 0.90 2.05 -0.72 -0.87 -1.02 1.03 0.12 3.00 -0.64 0.33 0.20 -0.12 0.80 -2.03 2.07 2.19 0.49 1.66 2.31 4.75 0.48 0.57 1.53
Standard Deviation(%) NA 11.09 9.35 10.93 21.33 NA NA 10.50 10.56 7.57 11.76 12.78 20.57 17.94 30.68 44.23 17.75 15.81 13.46 20.43 17.95 29.48 28.34 17.56 18.04 20.68 13.99 16.84 18.83 22.55 20.55 21.63 26.91 39.21 33.72 32.95
Draw Down(%) NA 7.82 13.96 15.52 59.50 NA NA 7.08 12.58 7.90 15.52 14.51 24.28 14.21 23.83 54.32 23.97 18.55 10.71 24.33 11.49 33.84 26.24 15.78 13.82 19.43 7.37 3.87 4.31 10.98 7.33 10.48 6.85 21.62 14.29 5.00
Yield(%) 0.00 6.62 6.98 7.16 13.51 13.48 17.53 5.61 7.46 7.85 7.19 8.20 9.41 9.65 27.04 20.49 17.75 14.79 18.62 17.40 25.24 18.73 21.81 23.26 27.32 22.56 25.14 32.13 37.82 32.87 45.74 50.53 93.21 84.06 75.30 27.38
Data as of 02/23/2017, Common starting date is 10/05/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KHI (DWS High Income Trust) -23.75%
Nov 2005 – Nov 2008
-10.69%
Nov 2003 – Nov 2008
-1.35%
Nov 1998 – Nov 2008
4.22%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KHI (DWS High Income Trust) 69.56%
Jan 1990 – Jan 1993
52.81%
Nov 1990 – Nov 1995
38.60%
Nov 1988 – Nov 1998
27.95%
Dec 1988 – Dec 2003
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return