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
US25158W8331
25158W833
Oct 31, 2004
$1,000
Large-Cap
Blend
Expense Ratio
PLUSX has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
DWS Multi-Asset Moderate Allocation Fund (PLUSX) returned 2.68% year-to-date (YTD) and -22.27% over the past 12 months. Over the past 10 years, PLUSX returned -2.38% annually, underperforming the S&P 500 benchmark at 10.84%.
PLUSX
2.68%
3.26%
-27.63%
-22.27%
-6.56%
-2.46%
-2.38%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PLUSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.55% | 0.42% | -2.49% | -0.00% | 3.26% | 2.68% | |||||||
| 2024 | -0.22% | 2.16% | 2.86% | -4.02% | 3.86% | 0.72% | 2.36% | 1.80% | 1.67% | -2.90% | 3.29% | -29.92% | -21.60% |
| 2023 | 5.47% | -2.98% | 2.16% | 0.56% | -1.55% | 3.48% | 2.28% | -2.12% | -3.25% | -2.02% | 7.21% | 0.68% | 9.70% |
| 2022 | -4.03% | -1.50% | 1.02% | -5.83% | 0.32% | -6.17% | 5.22% | -3.13% | -7.45% | 3.97% | 5.78% | -4.58% | -16.21% |
| 2021 | 0.10% | 1.39% | 1.86% | 3.16% | 1.39% | 1.19% | 0.63% | 1.35% | -2.93% | 3.39% | -2.12% | -3.99% | 5.24% |
| 2020 | -0.31% | -4.75% | -11.59% | 6.62% | 3.10% | 1.67% | 4.06% | 3.06% | -2.35% | -1.36% | 8.17% | -0.20% | 4.63% |
| 2019 | 6.17% | 1.86% | 1.08% | 2.24% | -3.54% | 4.32% | 0.31% | -0.31% | 1.14% | 1.64% | 1.21% | -1.11% | 15.70% |
| 2018 | 3.26% | -3.45% | -0.82% | 0.51% | 0.51% | -0.20% | 1.63% | 1.21% | 0.10% | -5.95% | 0.84% | -8.86% | -11.28% |
| 2017 | 1.21% | 2.06% | 0.11% | 1.27% | 1.26% | 0.10% | 2.07% | 0.10% | 1.32% | 1.10% | 1.38% | -3.06% | 9.17% |
| 2016 | -4.14% | -2.88% | 3.76% | 0.44% | 0.88% | 0.11% | 2.93% | 0.10% | 0.21% | -1.05% | 1.17% | -2.97% | -1.74% |
| 2015 | -0.57% | 3.52% | -0.55% | 0.65% | 0.64% | -1.74% | 0.93% | -4.14% | -1.83% | -4.14% | 0.41% | -2.40% | -9.08% |
| 2014 | -2.72% | 3.79% | -0.26% | 0.09% | 1.83% | 1.88% | -1.68% | 2.73% | -2.82% | 1.88% | 0.92% | -10.14% | -5.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLUSX is 1, meaning it’s performing worse than 99% of other 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.
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.
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Dividends
Dividend History
DWS Multi-Asset Moderate Allocation Fund provided a 40.51% dividend yield over the last twelve months, with an annual payout of $2.95 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.95 | $2.95 | $0.54 | $0.26 | $1.01 | $0.43 | $0.56 | $0.48 | $0.55 | $0.55 | $1.02 | $1.37 |
Dividend yield | 40.51% | 41.59% | 5.79% | 2.99% | 9.66% | 4.23% | 5.79% | 5.55% | 5.58% | 6.06% | 10.87% | 12.98% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.95 | $2.95 |
| 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 | $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 | $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 | $1.01 | $1.01 |
| 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 | $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 | $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 | $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 | $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 | $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 | $1.02 |
| 2014 | $1.37 | $1.37 |
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 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 58.18%, occurring on Mar 9, 2009. Recovery took 1252 trading sessions.
The current DWS Multi-Asset Moderate Allocation Fund drawdown is 31.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.18% | Oct 15, 2007 | 351 | Mar 9, 2009 | 1252 | Feb 28, 2014 | 1603 |
| -38.59% | Nov 10, 2021 | 855 | Apr 8, 2025 | — | — | — |
| -31.66% | Nov 28, 2014 | 1337 | Mar 23, 2020 | 269 | Apr 16, 2021 | 1606 |
| -10.51% | Jul 16, 2007 | 23 | Aug 15, 2007 | 38 | Oct 9, 2007 | 61 |
| -9.4% | May 8, 2006 | 26 | Jun 13, 2006 | 78 | Oct 4, 2006 | 104 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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