Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSM (DWS Strategic Municipal Income Trust) | NA | 16.38% | 0.40% | 0.34% | 1.44% | 4.12% | 4.67% | … | … |
Data as of 02/06/2025, Common starting date is 03/23/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSM (DWS Strategic Municipal Income Trust) | 03/23/1989 | 02/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.38 | 0.40 | 0.34 | 1.44 | 4.12 | 4.67 | … | … | 0.00 | 19.69 | 10.30 | -29.33 | 11.33 | 0.81 | 20.99 | -7.52 | 1.96 | -2.36 | 2.99 | 19.62 | -9.61 | 11.52 | 21.92 | 5.14 | 70.67 | -19.96 | -7.64 | -7.19 | 20.65 | 2.39 | 17.22 | 11.50 | 8.46 | 26.06 | -23.76 | -4.27 | 5.50 | 1.01 | 11.24 | -11.88 | 2.02 | 1.02 | 5.38 | 0.00 | -3.13 |
| Sharpe Ratio | NA | 1.07 | -0.32 | -0.14 | -0.01 | NA | NA | … | … | 0.00 | 1.36 | 0.57 | -2.34 | 1.07 | 0.02 | 1.87 | -1.36 | 0.17 | -0.22 | 0.29 | 2.44 | -0.66 | 0.96 | 1.73 | 0.39 | 3.83 | -0.62 | -0.94 | -0.92 | 1.54 | 0.14 | 2.13 | 1.11 | 0.56 | 1.68 | -2.30 | -0.82 | 0.13 | -0.18 | 0.49 | -0.82 | 0.00 | -0.08 | 0.11 | -0.30 | -0.73 |
| Standard Deviation(%) | NA | 9.19 | 11.14 | 15.84 | 13.04 | NA | NA | … | … | NA | 9.64 | 10.75 | 13.19 | 10.56 | 27.51 | 10.49 | 6.54 | 7.88 | 11.82 | 10.28 | 8.05 | 14.56 | 12.05 | 12.69 | 12.80 | 18.43 | 33.67 | 11.37 | 11.42 | 11.99 | 10.56 | 7.76 | 9.37 | 11.11 | 13.07 | 11.71 | 9.23 | 15.30 | 13.66 | 14.95 | 18.15 | 15.27 | 17.45 | 14.67 | 17.26 | 13.30 |
| Draw Down(%) | NA | 2.11 | 30.25 | 38.59 | 38.59 | NA | NA | … | … | 0.00 | 2.25 | 14.94 | 35.68 | 6.68 | 31.11 | 7.36 | 11.56 | 6.98 | 19.51 | 12.19 | 3.51 | 22.32 | 7.91 | 9.29 | 14.85 | 9.03 | 43.25 | 13.02 | 17.22 | 8.62 | 14.26 | 6.04 | 7.10 | 9.67 | 7.35 | 24.26 | 10.65 | 7.48 | 10.48 | 4.30 | 20.00 | 10.00 | 16.82 | 6.00 | 15.63 | 8.16 |
| Yield(%) | 0.00 | 2.69 | 3.09 | 3.46 | 3.91 | 5.38 | 5.42 | … | … | 0.00 | 3.06 | 4.18 | 3.90 | 4.74 | 4.51 | 5.48 | 4.95 | 5.01 | 6.10 | 6.47 | 7.54 | 6.22 | 6.59 | 7.49 | 7.70 | 10.66 | 6.47 | 5.38 | 5.20 | 7.20 | 6.96 | 7.30 | 6.82 | 6.16 | 7.91 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/06/2025, Common starting date is 03/23/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSM (DWS Strategic Municipal Income Trust) |
-13.02%
Nov 2005 – Nov 2008 |
-4.36%
Oct 2017 – Oct 2022 |
-1.87%
Dec 1989 – Dec 1999 |
0.85%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSM (DWS Strategic Municipal Income Trust) |
29.82%
Dec 2008 – Dec 2011 |
17.70%
Nov 2008 – Nov 2013 |
10.41%
Apr 2000 – Apr 2010 |
9.92%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart