Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OUTBX (DWS S&P 500 Plus B) | NA | 5.28% | 13.01% | -0.22% | 3.77% | NA | NA | … | … |
Data as of 06/01/2012, Common starting date is 07/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OUTBX (DWS S&P 500 Plus B) | 07/20/2001 | 06/01/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.28 | 13.01 | -0.22 | 3.77 | NA | NA | … | … | 9.89 | -1.31 | 11.48 | 25.52 | -33.29 | 5.65 | 15.01 | 2.87 | 9.37 | 25.38 | -23.69 | -4.27 |
| Sharpe Ratio | NA | 0.24 | 0.67 | -0.03 | 0.11 | NA | NA | … | … | 2.73 | -0.06 | 0.59 | 0.94 | -0.89 | 0.17 | 1.18 | 0.07 | 0.77 | 1.47 | -0.98 | -0.57 |
| Standard Deviation(%) | NA | 21.84 | 19.43 | 26.05 | 21.51 | NA | NA | … | … | 9.30 | 23.68 | 19.17 | 27.10 | 38.47 | 15.92 | 9.97 | 10.40 | 10.88 | 16.82 | 25.32 | 19.63 |
| Draw Down(%) | NA | 18.65 | 21.09 | 52.20 | 52.20 | NA | NA | … | … | 4.07 | 21.09 | 18.83 | 27.57 | 44.60 | 9.41 | 7.65 | 7.20 | 7.51 | 13.98 | 33.99 | 20.05 |
| Yield(%) | 0.00 | 0.52 | 1.14 | 2.16 | 1.99 | 1.16 | 0.87 | … | … | 0.00 | 0.53 | 0.45 | 2.21 | 0.63 | 8.82 | 3.28 | 0.19 | 0.31 | 0.17 | 0.00 | 0.00 |
Data as of 06/01/2012, Common starting date is 07/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUTBX (DWS S&P 500 Plus B) |
-13.92%
Feb 2006 – Feb 2009 |
-6.33%
Feb 2004 – Feb 2009 |
1.65%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUTBX (DWS S&P 500 Plus B) |
22.31%
Feb 2009 – Feb 2012 |
13.39%
Sep 2002 – Sep 2007 |
3.53%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart