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Nasdaq - Delayed Quote USD

DWS Intermediate Tax-Free Inst (SZMIX)

10.96
+0.03
+(0.27%)
At close: April 4 at 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.91%
5y Average Return 1.90%
Number of Years Up 17
Number of Years Down 3
Best 1Y Total Return (Apr 3, 2025) 9.86%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 9.86%
Worst 3Y Total Return -0.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SZMIX
Category
YTD
0.05%
1.33%
1-Month
-1.56%
0.30%
3-Month
0.05%
1.53%
1-Year
1.79%
4.61%
3-Year
1.90%
4.51%
5-Year
1.42%
2.72%
10-Year
1.86%
3.64%
Last Bull Market
3.73%
5.19%
Last Bear Market
-2.45%
5.33%

Annual Total Return (%) History

Year
SZMIX
Category
2025
--
--
2024
2.06%
--
2023
5.78%
--
2022
-7.39%
--
2021
1.50%
--
2020
4.85%
4.51%
2019
6.60%
6.91%
2018
0.66%
0.78%

2017
3.57%
4.61%
2016
-0.05%
-0.20%
2015
2.48%
2.50%
2014
7.17%
6.77%
2013
-2.82%
-2.27%
2012
5.92%
5.62%
2011
9.86%
9.00%
2010
1.73%
2.22%
2009
9.96%
11.41%
2008
1.04%
-2.32%
2007
4.00%
2.75%
2006
3.59%
3.67%
2005
2.04%
1.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.05% -- -- --
2024 0.32% 0.33% 2.54% -1.11%
2023 2.40% -0.09% -2.68% 6.26%
2022 -5.46% -2.45% -2.88% 3.40%
2021 -0.29% 1.53% -0.22% 0.49%
2020 -0.77% 2.52% 1.25% 1.79%
2019 2.67% 2.02% 1.30% 0.47%
2018 -1.02% 0.62% -0.16% 1.24%
2017 1.28% 1.52% 0.73% 0.01%
2016 1.53% 1.78% -0.28% -3.01%

2015 0.78% -0.89% 1.49% 1.09%
2014 2.74% 2.16% 1.19% 0.90%
2013 0.13% -3.42% 0.30% 0.19%
2012 1.38% 1.78% 2.38% 0.26%
2011 0.78% 3.43% 3.16% 2.18%
2010 0.88% 1.70% 3.29% -4.01%
2009 2.90% 1.75% 5.84% -0.78%
2008 0.58% -0.26% -1.46% 2.22%
2007 0.63% -0.32% 2.14% 1.50%
2006 -0.03% 0.14% 2.77% 0.69%
2005 -0.84% 2.62% -0.29% 0.57%

Rank in Category (By Total Return)

YTD 44
1-Month 63
3-Month 44
1-Year 48
3-Year 28
5-Year 35

Load Adjusted Returns

1-Year 1.79%
3-Year 1.90%
5-Year 1.42%
10-Year 1.86%

Performance & Risk

YTD Return 0.91%
5y Average Return 1.90%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family DWS
Net Assets 754.04M
YTD Return 0.05%
Yield 2.66%
Morningstar Rating
Inception Date Jun 11, 2001

Fund Summary

The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in securities issued by municipalities across the United States and in other securities whose income is free from regular federal income tax and AMT. The fund normally invests at least 65% of total assets in municipal securities rated in the three highest credit rating categories or, if unrated, determined by the Advisor to be of similar quality.

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