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Deutsche Equity 500 Index R6 (BTIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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171.20-0.69 (-0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.18%
5-year average return14.79%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)31.21%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.21%
Worst 3-yr total return7.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTIRXCategory
YTD11.21%5.31%
1-month4.94%-4.19%
3-month3.86%3.90%
1-year27.94%20.31%
3-year9.35%6.48%
5-year15.55%11.78%
10-year12.47%10.96%
Last bull market26.03%25.56%
Last bear market-16.15%-15.11%

Annual total return (%) history

Year
BTIRXCategory
2024
N/AN/A
2023
26.04%22.32%
2022
-18.27%-16.96%
2021
28.44%26.07%
2020
18.05%15.83%
2019
31.21%28.78%
2018
-4.23%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
20237.45%8.67%-3.31%11.64%
2022-4.65%-16.15%-4.92%7.51%
20216.14%8.49%0.53%10.96%
2020-19.69%20.43%8.89%12.09%
201913.60%4.25%1.65%8.99%
2018-0.80%3.38%7.63%-13.23%
20172.98%4.45%6.57%N/A

Rank in category (by total return)

YTD33
1-month28
3-month31
1-year41
3-year25
5-year29

Load adjusted returns

1-year27.94%
3-year9.35%
5-year15.55%
10-year12.47%