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
SXPAX (DEUTSCHE S&P 500 INDEX FUND CLASS A) 6.48% 21.14% 19.74% 10.44% 12.82% 12.62% 9.89%
Data as of 06/10/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
Name Start Date End Date
SXPAX (DEUTSCHE S&P 500 INDEX FUND CLASS A) 03/01/2005 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -3.76 21.14 19.74 10.44 12.82 12.62 9.89 6.48 17.22 24.35 25.62 -21.85 22.23 11.34 30.76 -4.79 20.18 11.18 0.81 12.91 31.45 15.29 1.50 14.46 25.89 -37.45 4.90 14.91 3.29
Sharpe Ratio NA 1.85 1.19 0.48 0.62 NA NA 1.27 0.77 1.64 1.69 -0.94 1.66 0.32 2.34 -0.36 2.92 0.84 0.05 1.13 2.84 1.21 0.06 0.80 0.95 -0.93 0.11 1.15 0.15
Standard Deviation(%) NA 12.20 14.85 17.14 18.29 NA NA 13.92 18.62 12.67 13.08 24.86 13.39 34.80 12.50 17.44 6.71 13.09 15.51 11.36 11.04 12.74 23.29 18.04 27.28 40.96 16.16 10.00 10.39
Draw Down(%) NA 8.99 18.81 26.89 33.85 NA NA 8.99 18.81 8.48 10.04 25.13 7.01 33.85 6.66 19.66 2.69 10.36 12.02 7.36 5.64 9.67 18.84 15.72 27.28 48.05 9.94 7.50 7.43
Yield(%) 0.00 4.50 6.48 4.01 5.95 7.47 6.12 0.18 4.63 6.42 8.19 0.82 1.03 1.26 6.04 6.91 5.75 5.31 3.85 6.57 1.52 1.92 1.44 1.45 1.93 1.38 1.34 1.38 0.30
Data as of 06/10/2026, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SXPAX (DEUTSCHE S&P 500 INDEX FUND CLASS A) -15.66%
Feb 2006 – Feb 2009
-1.75%
Sep 2006 – Sep 2011
5.78%
Feb 2006 – Feb 2016
6.59%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SXPAX (DEUTSCHE S&P 500 INDEX FUND CLASS A) 24.90%
Feb 2009 – Feb 2012
22.28%
Feb 2009 – Feb 2014
15.89%
Feb 2009 – Feb 2019
14.21%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return