DWS Multi-Asset Moderate Allocation Fund (PLUSX)
The investment seeks to maximize total return. The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and alternative asset classes (such as real estate, infrastructure, convertibles, commodities, currencies and absolute return strategies). It invests between 50% and 70% of assets in equity securities, including investments in underlying funds that invest primarily in equity securities, and between 30% and 50% of assets in fixed income securities, including investments in underlying funds that invest primarily in fixed income securities.
Fund Info
| ISIN | US25158W8331 |
|---|---|
| CUSIP | 25158W833 |
| Issuer | DWS |
| Inception Date | Oct 31, 2004 |
| Category | Diversified Portfolio |
| Min. Investment | $1,000 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
PLUSX has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: PLUSX vs. HIMYX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS Multi-Asset Moderate Allocation Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
DWS Multi-Asset Moderate Allocation Fund had a return of 0.65% year-to-date (YTD) and 9.53% in the last 12 months. Over the past 10 years, DWS Multi-Asset Moderate Allocation Fund had an annualized return of 3.90%, while the S&P 500 had an annualized return of 10.37%, indicating that DWS Multi-Asset Moderate Allocation Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.65% | 5.57% |
| 1 month | -4.02% | -4.16% |
| 6 months | 12.79% | 20.07% |
| 1 year | 9.53% | 20.82% |
| 5 years (annualized) | 3.66% | 11.56% |
| 10 years (annualized) | 3.90% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.22% | 2.16% | 2.86% | |||||||||
| 2023 | -2.02% | 7.21% | 4.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLUSX is 48, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
DWS Multi-Asset Moderate Allocation Fund(PLUSX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for DWS Multi-Asset Moderate Allocation Fund (PLUSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS Multi-Asset Moderate Allocation Fund granted a 5.75% dividend yield in the last twelve months. The annual payout for that period amounted to $0.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.54 | $0.54 | $0.26 | $0.21 | $0.43 | $0.56 | $0.48 | $0.55 | $0.55 | $1.02 | $1.37 | $0.43 |
Dividend yield | 5.75% | 5.78% | 2.99% | 2.05% | 4.22% | 5.80% | 5.55% | 5.58% | 6.05% | 10.87% | 12.98% | 3.78% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Multi-Asset Moderate Allocation Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.11 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 |
| 2013 | $0.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the DWS Multi-Asset Moderate Allocation 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 Multi-Asset Moderate Allocation Fund was 53.39%, occurring on Mar 9, 2009. Recovery took 1029 trading sessions.
The current DWS Multi-Asset Moderate Allocation Fund drawdown is 9.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.39% | Oct 15, 2007 | 351 | Mar 9, 2009 | 1029 | Apr 11, 2013 | 1380 |
| -26.37% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -25.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 162 | Nov 10, 2020 | 185 |
| -14.69% | Jan 29, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
| -13.14% | May 22, 2015 | 183 | Feb 11, 2016 | 258 | Feb 21, 2017 | 441 |
Volatility
Volatility Chart
The current DWS Multi-Asset Moderate Allocation Fund volatility is 2.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.