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DWS Multi-Asset Moderate Allocation A (PLUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.77+0.03 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.18%
5-year average return5.77%
Number of years up14
Number of years down5
Best 1-yr total return (30 Jun 2024)28.70%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return28.70%
Worst 3-yr total return1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLUSXCategory
YTD4.54%9.69%
1-month3.86%0.91%
3-month2.54%5.21%
1-year15.04%27.06%
3-year1.95%11.00%
5-year6.61%10.26%
10-year4.89%8.34%
Last bull market17.51%15.58%
Last bear market-11.36%-12.16%

Annual total return (%) history

Year
PLUSXCategory
2024
N/AN/A
2023
13.89%N/A
2022
-15.01%N/A
2021
13.25%N/A
2020
8.20%11.72%
2019
19.73%19.23%
2018
-7.65%-5.76%
2017
13.80%13.21%
2016
2.55%7.34%
2015
-1.13%-1.93%
2014
4.58%6.21%
2013
19.77%16.48%
2012
13.24%11.72%
2011
-4.57%-0.11%
2010
12.84%11.83%
2009
28.70%24.13%
2008
-37.06%-28.00%
2007
3.99%5.99%
2006
15.94%11.29%
2005
6.68%5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.86%N/AN/AN/A
20234.53%2.45%-3.15%9.80%
2022-4.51%-11.36%-5.67%6.44%
20213.37%5.85%-1.00%4.54%
2020-16.05%11.76%4.71%10.12%
20199.31%2.88%1.14%5.27%
2018-1.12%0.82%2.96%-10.04%
20173.40%2.65%3.52%3.57%
2016-3.40%1.43%3.25%1.37%
20152.37%-0.46%-5.02%2.16%
20140.70%3.83%-1.85%1.89%
20136.07%-0.19%5.74%6.99%
201210.60%-4.18%5.43%1.36%
20114.77%-0.10%-15.60%8.03%
20103.67%-10.96%12.44%8.72%
2009-9.01%17.00%15.80%4.40%
2008-8.43%-0.09%-12.82%-21.09%
20070.93%5.35%0.95%-3.12%
20065.71%-2.09%4.45%7.25%
2005-1.53%1.65%4.39%2.10%

Rank in category (by total return)

YTD62
1-month12
3-month41
1-year49
3-year63
5-year76

Load adjusted returns

1-year8.43%
3-year-0.04%
5-year5.35%
10-year4.27%