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DWS RREEF Global Infrastructure Fund (TOLIX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US25156A8586
CUSIP
25156A858
Issuer
DWS
Inception Date
Jun 23, 2008
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in DWS RREEF Global Infrastructure Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

DWS RREEF Global Infrastructure Fund (TOLIX) has returned 9.00% so far this year and 14.76% over the past 12 months. Over the last ten years, TOLIX has returned 7.12% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


DWS RREEF Global Infrastructure Fund

1D
0.42%
1M
-4.57%
YTD
9.00%
6M
8.46%
1Y
14.76%
3Y*
11.49%
5Y*
7.92%
10Y*
7.12%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 27, 2008, TOLIX's average daily return is +0.04%, while the average monthly return is +0.70%. At this rate, your investment would double in approximately 8.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Feb 2026 with a return of +9.6%, while the worst month was Oct 2008 at -16.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TOLIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.9%, while the worst single day was Mar 16, 2020 at -11.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.24%9.57%-4.57%9.00%
2025-0.93%3.74%4.19%3.65%-0.12%0.98%-1.85%0.91%2.19%-2.67%3.60%-1.32%12.73%
2024-3.11%0.91%3.11%-2.63%4.77%-1.69%6.09%4.84%2.62%-1.08%5.35%-6.89%11.98%
20234.55%-5.38%2.32%3.05%-6.31%2.83%1.08%-5.09%-5.21%-0.22%9.45%2.13%1.93%
2022-3.40%-0.00%6.54%-3.15%2.80%-8.61%6.00%-4.36%-12.64%3.81%9.23%-3.52%-9.26%
2021-2.21%0.00%7.01%4.54%2.37%-0.07%1.27%1.14%-2.90%4.89%-4.05%7.47%20.37%

Benchmark Metrics

DWS RREEF Global Infrastructure Fund has an annualized alpha of 1.09%, beta of 0.71, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since June 30, 2008.

  • This fund participated in 68.99% of S&P 500 Index downside but only 65.65% of its upside — more exposed to losses than it benefited from rallies.

Alpha
1.09%
Beta
0.71
0.67
Upside Capture
65.65%
Downside Capture
68.99%

Expense Ratio

TOLIX has a high expense ratio of 1.03%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

TOLIX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TOLIX Risk / Return Rank: 6666
Overall Rank
TOLIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
TOLIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
TOLIX Omega Ratio Rank: 5656
Omega Ratio Rank
TOLIX Calmar Ratio Rank: 7676
Calmar Ratio Rank
TOLIX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for DWS RREEF Global Infrastructure Fund (TOLIX) and compare them to a chosen benchmark (S&P 500 Index).


TOLIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.90

+0.26

Sortino ratio

Return per unit of downside risk

1.57

1.39

+0.18

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.81

1.40

+0.41

Martin ratio

Return relative to average drawdown

7.72

6.61

+1.11

Explore TOLIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

DWS RREEF Global Infrastructure Fund provided a 10.04% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.68$1.69$1.43$0.40$1.33$1.09$0.27$0.33$0.33$0.31$0.18$0.23

Dividend yield

10.04%10.99%9.47%2.67%8.92%6.06%1.68%2.00%2.57%2.10%1.34%1.86%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.03$0.03
2025$0.00$0.00$0.04$0.00$0.00$0.15$0.00$0.00$0.10$0.00$0.00$1.40$1.69
2024$0.00$0.00$0.08$0.00$0.00$0.29$0.00$0.00$0.04$0.00$0.00$1.03$1.43
2023$0.00$0.00$0.04$0.00$0.00$0.20$0.00$0.00$0.07$0.00$0.00$0.09$0.40
2022$0.00$0.00$0.03$0.00$0.00$0.09$0.00$0.00$0.05$0.00$0.00$1.16$1.33
2021$0.00$0.00$0.03$0.00$0.00$0.38$0.00$0.00$0.03$0.00$0.00$0.64$1.09

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 RREEF Global Infrastructure 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 RREEF Global Infrastructure Fund was 42.68%, occurring on Mar 9, 2009. Recovery took 401 trading sessions.

The current DWS RREEF Global Infrastructure Fund drawdown is 4.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.68%Jul 1, 2008173Mar 9, 2009401Oct 8, 2010574
-35.19%Feb 20, 202023Mar 23, 2020269Apr 16, 2021292
-25.01%Apr 21, 2022121Oct 12, 2022482Sep 13, 2024603
-23.21%Feb 6, 2015240Jan 20, 2016337May 22, 2017577
-14.8%Sep 12, 2017324Dec 24, 201856Mar 18, 2019380

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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