PPLSX
DWS Multi-Asset Moderate Allocation-S
$9.85
-0.01 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 21.511M |
| 52 Week High | 9.87 |
| 52 Week Low | 8.166 |
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Key Data
| Symbol | PPLSX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 9.85 |
| Price Yesterday | 9.86 |
| Market Cap | 21.51 |
| YTD Return | 6.72% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 9.87 |
|---|---|
| 52 Week Low | 8.17 |
| Market Cap | 21.51M |
| Shares Outstanding | 2.18M |
| Income Dividend Yield | 2.09% |
| Long Term Dividend Yield | 3.60% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.69% |
Returns Annualized
| One Day | -22.58% |
|---|---|
| Five Days | 85.59% |
| One Months | 22.94% |
| Three Months | 10.09% |
| Six Months | 16.18% |
| Nine Months | 23.92% |
| One Year | 14.68% |
| Three Years | 2.18% |
| Five Years | 6.26% |
| Ten Years | 5.15% |
| YTD | 13.45% |
| Since Inception | 5.38% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.23% |
| One Month | 1.65% |
| Three Months | 2.39% |
| Six Months | 7.65% |
| Nine Months | 17.23% |
| One Year | 14.67% |
| Three Years | 6.64% |
| Five Years | 35.38% |
| Ten Years | 64.99% |
| YTD | 6.72% |
| Since Inception | 178.96% |
Yearly Returns
| 2024 | 6.72% |
|---|---|
| 2023 | 14.08% |
| 2022 | -14.82% |
| 2021 | 13.56% |
| 2020 | 8.48% |
| 2019 | 19.94% |
| 2018 | -7.32% |
| 2017 | 13.98% |
| 2016 | 2.82% |
| 2015 | -0.97% |
Risk against SP-DA
| Alpha | -7.09% |
|---|---|
| Beta | 0.7 |
| Correlation | 92.27% |
| Downside Deviation | 2.42% |
| Coefficient of determination | 85.14% |
| Standard Deviation | 2.45% |
| Sharpe Ratio | -1.65 |
| Sortino | -5.79 |
| Treynor | 13.24 |
| Ulcer Index | 2.66 |
| Ulcer Performance Index | -5.28 |