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Dws Short Duration Fund - Class C: (MF: PPLCX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$8.36 USD
-0.01 (-0.12%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.71 | 69 |
| 3 months | 2.81 | 82 |
| 6 months | 3.77 | 84 |
| 1 Year | 7.83 | 85 |
| 3 Year | 1.23 | 40 |
| 5 Year | 1.59 | 50 |
| 10 Year | 1.25 | 89 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 21.21 |
| Bear Market (10/07 - 2/09) | -6.02 |
| Bull Market (2/09 - 3/21) | 33.30 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 6.75 |
| 5 Year | 1.59 |
| 10 Year | 1.25 |
| Since Inception | 2.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.90 | 0.93 | 2.81 | NA |
| 2023 | 1.52 | 0.24 | 0.56 | 2.97 |
| 2022 | -2.83 | -2.04 | -1.59 | 1.21 |
| 2021 | 0.18 | 0.26 | -0.16 | -0.85 |
| 2020 | -4.08 | 5.14 | 1.41 | 1.25 |
| 2019 | 1.92 | 1.45 | 0.68 | 0.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.71 | 5.38 | -5.20 | -0.56 | 3.56 | 4.58 | -0.32 | 1.58 | 1.13 | -1.07 | -0.41 |
| % Total Return Rel to Index | 0.24 | -0.13 | 7.82 | 0.98 | -3.93 | -4.14 | -0.33 | -1.96 | -1.52 | -1.64 | -6.36 |
| % Total Return Rel to Peer | -0.69 | -1.00 | 4.32 | -1.23 | -2.36 | -3.39 | 0.82 | -2.42 | -4.00 | 0.90 | -3.02 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 3.00 | 5.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.23 | 0.25 | 0.13 | 0.08 | 0.13 | 0.16 | 0.15 | 0.15 | 0.15 | 0.15 | 0.15 |
| % Yield | 2.71 | 3.53 | 1.65 | 0.90 | 1.50 | 1.85 | 1.75 | 1.76 | 1.78 | 1.73 | 1.66 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.48 | 1.50 | 1.50 | 1.53 | 1.52 | 1.54 | 1.54 | 1.55 | 1.55 | 1.55 | 1.59 |
* 1 = Top 20%, 5 = Bottom 20%