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DWS Equity 500 Index Inst (BTIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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166.16-0.04 (-0.02%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.95%
5-year average return14.26%
Number of years up25
Number of years down6
Best 1-yr total return (9 May 2024)31.99%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return31.99%
Worst 3-yr total return7.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTIIXCategory
YTD5.97%14.84%
1-month-4.10%1.65%
3-month4.24%7.55%
1-year22.42%40.47%
3-year7.85%16.77%
5-year12.94%16.15%
10-year12.18%13.21%
Last bull market26.03%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
BTIIXCategory
2024
N/AN/A
2023
26.05%N/A
2022
-18.27%N/A
2021
28.43%N/A
2020
18.05%15.83%
2019
31.21%28.78%
2018
-4.23%-6.27%
2017
21.48%20.44%
2016
11.60%10.37%
2015
1.18%-1.07%
2014
13.35%10.96%
2013
31.99%31.50%
2012
15.71%14.96%
2011
1.95%-1.27%
2010
15.01%14.01%
2009
26.44%28.17%
2008
-37.06%-37.79%
2007
5.49%6.16%
2006
15.72%14.17%
2005
4.85%5.88%
2004
10.74%10.02%
2003
28.41%27.05%
2002
-22.10%-22.25%
2001
-12.04%-13.50%
2000
-9.22%-6.31%
1999
20.75%20.16%
1998
28.75%22.39%
1997
33.24%28.37%
1996
22.75%20.76%
1995
37.59%32.35%
1994
1.39%-0.93%
1993
9.84%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
20237.45%8.67%-3.31%11.64%
2022-4.65%-16.14%-4.93%7.51%
20216.13%8.49%0.53%10.96%
2020-19.69%20.43%8.89%12.10%
201913.61%4.25%1.65%8.99%
2018-0.81%3.38%7.63%-13.23%
20175.97%3.01%4.42%6.57%
20161.24%2.39%3.76%3.76%
20150.86%0.21%-6.43%6.99%
20141.74%5.16%1.06%4.84%
201310.51%2.85%5.17%10.42%
201212.55%-2.80%6.25%-0.45%
20115.87%0.05%-13.91%11.80%
20105.39%-11.45%11.32%10.72%
2009-10.99%15.92%15.58%6.03%
2008-9.48%-2.80%-8.37%-21.92%
20070.68%6.25%2.02%-3.34%
20064.20%-1.46%5.64%6.68%
2005-2.14%1.34%3.59%2.06%
20041.64%1.69%-1.88%9.19%
2003-3.21%15.32%2.60%12.13%
20020.22%-13.42%-17.26%8.50%
2001-11.88%5.77%-14.72%10.67%
20002.23%-2.72%-0.94%-7.86%
19994.84%7.00%-6.26%14.84%
199813.92%3.26%-9.85%21.41%
19972.56%17.51%7.50%2.84%
19965.30%4.46%3.04%8.31%
19959.67%9.60%7.90%6.08%
1994-3.75%0.40%4.81%0.10%
19934.20%0.68%2.34%2.31%

Rank in category (by total return)

YTD39
1-month39
3-month41
1-year42
3-year27
5-year30

Load adjusted returns

1-year22.42%
3-year7.85%
5-year12.94%
10-year12.18%