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 features an expense ratio of 0.60%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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 -1.13% year-to-date (YTD) and -22.14% in the last 12 months. Over the past 10 years, DWS Multi-Asset Moderate Allocation Fund had an annualized return of -2.35%, while the S&P 500 had an annualized return of 11.24%, indicating that DWS Multi-Asset Moderate Allocation Fund did not perform as well as the benchmark.
PLUSX
-1.13%
-30.17%
-28.72%
-22.14%
-5.07%
-2.35%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
Dividends
Dividend History
DWS Multi-Asset Moderate Allocation Fund provided a 3.18% dividend yield over the last twelve months, with an annual payout of $0.22 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 | $0.22 | $0.22 | $0.18 | $0.13 | $0.21 | $0.08 | $0.23 | $0.13 | $0.13 | $0.15 | $0.19 | $0.28 |
Dividend yield | 3.18% | 3.14% | 1.95% | 1.53% | 2.05% | 0.81% | 2.33% | 1.48% | 1.33% | 1.68% | 2.01% | 2.64% |
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 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 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 | $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 | $0.08 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.11 | $0.19 |
| 2014 | $0.28 | $0.28 |
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.
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 33.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.18% | Oct 15, 2007 | 351 | Mar 9, 2009 | 1252 | Feb 28, 2014 | 1603 |
| -34.16% | Nov 10, 2021 | 795 | Jan 10, 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 current DWS Multi-Asset Moderate Allocation Fund volatility is 33.10%, 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.