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DWS Short Duration Fund (DBPIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US25155T5855

Issuer

DWS

Inception Date

Dec 23, 1998

Min. Investment

$2,500

Asset Class

Bond

Expense Ratio

DBPIX has an expense ratio of 0.50%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

DWS Short Duration Fund (DBPIX) returned 1.32% year-to-date (YTD) and 7.36% over the past 12 months. Over the past 10 years, DBPIX returned 3.29% annually, underperforming the S&P 500 benchmark at 10.46%.


DBPIX

YTD

1.32%

1M

0.60%

6M

2.26%

1Y

7.36%

5Y*

4.78%

10Y*

3.29%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of DBPIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.63%0.87%0.17%-0.00%-0.36%1.32%
20240.92%-0.09%1.00%-0.46%1.32%1.01%1.25%1.02%0.89%-0.21%1.00%0.05%7.94%
20231.88%-0.66%1.03%1.00%0.05%0.47%1.05%0.73%0.11%-0.24%2.13%1.73%9.62%
2022-0.50%-0.86%-0.90%-0.75%0.14%-0.75%1.17%-0.59%-1.53%0.04%1.81%0.30%-2.45%
20210.30%0.19%-0.04%0.29%0.29%-0.05%0.17%0.07%-0.06%-0.28%-0.28%0.06%0.67%
20201.12%0.56%-4.81%2.18%2.11%1.26%1.24%0.75%0.09%0.10%1.08%0.54%6.20%
20190.95%0.36%0.83%0.49%0.60%0.60%0.14%0.83%-0.06%0.36%0.08%0.23%5.55%
2018-0.01%-0.24%0.00%0.12%0.12%0.12%0.35%0.23%0.13%0.01%-0.22%0.13%0.73%
20170.36%0.36%0.24%0.24%0.36%0.12%0.34%0.23%0.23%0.10%-0.13%0.10%2.58%
2016-0.46%0.01%0.82%0.57%0.13%0.57%0.13%0.24%0.23%0.01%-0.22%0.13%2.17%
2015-0.22%0.56%0.01%0.34%0.12%0.11%0.01%-0.34%-0.23%0.11%-0.23%-0.34%-0.09%
20140.12%0.33%0.12%0.23%0.45%0.23%-0.10%0.12%-0.22%-0.11%0.00%-0.55%0.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, DBPIX is among the top 3% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DBPIX is 9797
Overall Rank
The Sharpe Ratio Rank of DBPIX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of DBPIX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of DBPIX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of DBPIX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of DBPIX is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for DWS Short Duration Fund (DBPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

DWS Short Duration Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 3.03
  • 5-Year: 2.02
  • 10-Year: 1.54
  • All Time: 1.66

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of DWS Short Duration Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

DWS Short Duration Fund provided a 6.10% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.51$0.60$0.59$0.38$0.19$0.36$0.26$0.24$0.24$0.25$0.25$0.25

Dividend yield

6.10%7.10%7.06%4.63%2.14%4.05%2.98%2.81%2.82%2.84%2.80%2.73%

Monthly Dividends

The table displays the monthly dividend distributions for DWS Short Duration Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.03$0.03$0.00$0.00$0.10
2024$0.06$0.03$0.06$0.03$0.07$0.06$0.03$0.04$0.04$0.07$0.06$0.04$0.60
2023$0.04$0.03$0.05$0.05$0.05$0.06$0.06$0.06$0.06$0.03$0.06$0.04$0.59
2022$0.03$0.02$0.03$0.02$0.03$0.04$0.04$0.02$0.04$0.04$0.05$0.03$0.38
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.01$0.02$0.02$0.19
2020$0.04$0.04$0.04$0.02$0.04$0.02$0.04$0.04$0.02$0.02$0.03$0.02$0.36
2019$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2018$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.24
2017$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.24
2016$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.25
2015$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.25
2014$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.25

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the DWS Short Duration Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the DWS Short Duration Fund was 8.94%, occurring on Dec 12, 2008. Recovery took 143 trading sessions.

The current DWS Short Duration Fund drawdown is 0.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-8.94%Nov 8, 2007277Dec 12, 2008143Jul 10, 2009420
-8.54%Mar 9, 202013Mar 25, 202053Jun 10, 202066
-5.87%Sep 7, 2021284Oct 20, 2022128Apr 28, 2023412
-2.92%Dec 7, 200412Dec 22, 2004233Nov 23, 2005245
-2.85%Jun 1, 201192Oct 10, 201196Feb 28, 2012188

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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