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BTIIX: DEUTSCHE EQUITY 500 INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 177.31 4.8(2.64%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 13.48% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.3 | 25.6 | 21.4 | 7.6 | 10.0 | 10.7 | 8.6 | 9.1 | 17.6 | 24.8 | 26.0 | -27.5 | 12.6 | -1.2 | 31.3 | -5.0 | 19.1 | 11.7 | 1.2 | 13.3 | 32.0 | 15.7 | 2.0 | 15.0 | 26.4 | -37.0 | 5.5 | 15.7 | 4.9 | 10.3 | 28.4 | -22.1 | -12.0 | -8.9 | 20.8 | 28.8 | 39.0 | 26.5 |
| Sharpe Ratio | NA | 1.29 | 1.88 | 1.22 | 0.28 | 0.43 | NA | NA | 0.38 | 0.79 | 1.67 | 1.73 | -1.05 | 0.76 | -0.04 | 2.39 | -0.36 | 2.65 | 0.87 | 0.08 | 1.17 | 2.89 | 1.24 | 0.08 | 0.82 | 0.97 | -0.93 | 0.15 | 1.23 | 0.25 | 0.84 | 1.62 | -0.9 | -0.68 | -0.59 | 0.97 | 1.24 | 1.93 | 3.8 |
| Draw Down(%) | NA | 8.9 | 8.9 | 18.8 | 35.8 | 35.8 | NA | NA | 55.2 | 18.8 | 8.5 | 10.0 | 29.0 | 13.9 | 33.8 | 6.6 | 20.0 | 3.7 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.7 | 27.2 | 47.8 | 9.8 | 7.5 | 7.0 | 7.8 | 13.8 | 33.0 | 29.2 | 16.3 | 11.8 | 19.1 | 10.7 | 7.2 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.9 | 18.5 | 19.4 | NA | NA | 19.6 | 18.6 | 12.7 | 13.1 | 27.6 | 16.7 | 37.2 | 12.5 | 17.6 | 7.0 | 13.1 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 40.9 | 16.0 | 10.0 | 10.3 | 11.1 | 17.1 | 25.9 | 21.5 | 22.2 | 17.9 | 20.5 | 18.3 | 13.7 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.05 | 0.08 | NA | NA | 0.08 | 0.15 | 0.21 | 0.23 | -0.29 | 0.14 | -0.01 | 0.3 | -0.06 | 0.19 | 0.12 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.04 | -0.03 | -0.07 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | NA | NA | 0.99 | 0.99 | 0.99 | 0.99 | 1.02 | 0.88 | 0.99 | 1.0 | 1.01 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.99 | 1.0 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.86 | 0.88 | NA | NA | 0.69 | 1.0 | 1.0 | 1.0 | 0.86 | 0.52 | 0.85 | 1.0 | 0.97 | 0.91 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.7 | 21.0 | 26.5 | 1.2 | 1.5 | 1.6 | 15.9 | 17.7 | 13.6 | 11.7 | 7.8 | 5.5 | 2.2 | 2.3 | 1.9 | 2.0 | 2.3 | 1.8 | 2.0 | 1.9 | 1.8 | 1.6 | 1.7 | 1.3 | 2.3 | 8.9 | 2.8 | 3.7 | 44.4 | 14.6 |
| Dividend Growth(%) | N/A | -98.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -31.7 | -21.4 | 1513.7 | -13.9 | -9.4 | -88.4 | -29.9 | 36.6 | 18.9 | 38.5 | 52.6 | 209.8 | 11.2 | 18.8 | 10.8 | 2.5 | -17.8 | -4.5 | 14.0 | 15.6 | 18.0 | 12.2 | 9.8 | -52.5 | -78.8 | 269.6 | -5.6 | -36.7 | 234.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/1993
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