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Nasdaq - Delayed Quote USD
DWS Equity 500 Index Inst (BTIIX)
145.06
-7.38
(-4.84%)
At close: 8:03:43 PM EDT
Fund Summary
Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.99% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -3.97% |
| 5y Average Return | 19.51% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BTIIX | Category Average | BTIIX | Category Average | BTIIX | Category Average | |
| Alpha | -0.2 | -0.01 | -0.23 | -0.01 | -0.18 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.09 | 0.01 | 1.42 | 0.01 | 1.1 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 99.99 | 0.95 |
| Standard Deviation | 16.95 | 0.17 | 17.74 | 0.19 | 15.24 | 0.15 |
| Sharpe Ratio | 0.52 | 0 | 0.81 | 0.01 | 0.74 | 0.01 |
| Treynor Ratio | 7.82 | 0.03 | 13.87 | 0.1 | 10.84 | 0.1 |
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