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BTIIX vs. MSFT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BTIIX vs. MSFT

Last updated May 12, 2025

Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and Microsoft Corporation (MSFT).

BTIIX is managed by DWS. It was launched on Dec 31, 1992.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTIIX or MSFT.

Correlation

The correlation between BTIIX and MSFT is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

BTIIX vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Equity 500 Index Fund (BTIIX) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BTIIX:

9.65%

MSFT:

25.63%

Max Drawdown

BTIIX:

-0.77%

MSFT:

-69.39%

Current Drawdown

BTIIX:

-0.05%

MSFT:

-5.62%

Returns By Period

BTIIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MSFT

YTD

4.30%

1M

12.94%

6M

4.25%

1Y

6.59%

5Y*

20.31%

10Y*

26.52%

*Annualized

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Risk-Adjusted Performance

BTIIX vs. MSFT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTIIX
The Risk-Adjusted Performance Rank of BTIIX is 1010
Overall Rank
The Sharpe Ratio Rank of BTIIX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of BTIIX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of BTIIX is 99
Omega Ratio Rank
The Calmar Ratio Rank of BTIIX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of BTIIX is 1010
Martin Ratio Rank
MSFT
The Risk-Adjusted Performance Rank of MSFT is 6161
Overall Rank
The Sharpe Ratio Rank of MSFT is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5656
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5555
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 6767
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6262
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.

BTIIX vs. MSFT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and Microsoft Corporation (MSFT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

BTIIX vs. MSFT - Dividend Comparison

BTIIX's dividend yield for the trailing twelve months is around 1.32%, more than MSFT's 0.72% yield.

TTM20242023202220212020201920182017201620152014
BTIIX
DWS Equity 500 Index Fund		1.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation		0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%

Drawdowns

BTIIX vs. MSFT - Drawdown Comparison

The maximum BTIIX drawdown since its inception was -0.77%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for BTIIX and MSFT. For additional features, visit the drawdowns tool.

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Volatility

BTIIX vs. MSFT - Volatility Comparison

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