PPLSX
DWS Multi-Asset Moderate Allocation-S
$9.27
-0.02 (-0.22%)
Currency in USD / Last Updated: 4/18/2024
Category | Balanced |
---|---|
Market Cap | 20.684M |
52 Week High | 9.69 |
52 Week Low | 8.166 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | PPLSX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 9.27 |
Price Yesterday | 9.29 |
Market Cap | 20.68 |
YTD Return | 0.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0081 |
Overview
52 Week High | 9.69 |
---|---|
52 Week Low | 8.17 |
Market Cap | 20.68M |
Shares Outstanding | 2.23M |
Income Dividend Yield | 2.22% |
Long Term Dividend Yield | 3.82% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.04% |
Returns Annualized
One Day | -41.94% |
---|---|
Five Days | -75.23% |
One Months | -27.18% |
Three Months | 7.22% |
Six Months | 23.33% |
Nine Months | 6.73% |
One Year | 8.88% |
Three Years | 1.19% |
Five Years | 5.35% |
Ten Years | 4.99% |
YTD | 1.47% |
Since Inception | 5.11% |
Returns Total
One Day | -0.22% |
---|---|
Five Days | -2.73% |
One Month | -2.73% |
Three Months | 1.76% |
Six Months | 10.95% |
Nine Months | 5.03% |
One Year | 8.87% |
Three Years | 3.62% |
Five Years | 29.69% |
Ten Years | 62.49% |
YTD | 0.43% |
Since Inception | 162.46% |
Yearly Returns
2024 | 0.43% |
---|---|
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 | -7.85% |
---|---|
Beta | 0.66 |
Correlation | 93.22% |
Downside Deviation | 2.17% |
Coefficient of determination | 86.91% |
Standard Deviation | 2.41% |
Sharpe Ratio | -1.63 |
Sortino | -6.29 |
Treynor | 5.28 |
Ulcer Index | 2.59 |
Ulcer Performance Index | -5.28 |