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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.90    Mean 0.19
 Fund Risk Grade Above Average    Alpha -5.49    Standard Deviation 17.53
 Fund Return Grade Low    Beta 0.87    Sharpe Ratio -0.32

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   11.22  (06/01/2012  -  06/02/2012) -13.47  (27/07/2011  -  26/08/2011)
Quarter   12.74  (20/12/2011  -  20/03/2012) -14.60  (06/07/2011  -  05/10/2011)
Year   27.20  (16/05/2012  -  16/05/2013) -16.96  (03/06/2011  -  04/06/2012)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 17 May 2013  Fund Return  Category Return   S&P BSE Sensex   CNX Nifty
Year-to-Date 5.23 0.96 4.42 4.78
1-Week 1.72 1.49 1.01 1.52
1-Month 8.17 7.50 8.30 8.76
3-Month 5.67 3.18 4.20 5.09
1-Year 26.85 23.71 26.23 27.04
2-Year 4.44 5.65 5.75 6.65
3-Year 1.88 5.98 6.41 6.93
5-Year 0.84 5.17 3.07 3.70
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   24.19 -28.12 14.28 73.69 -54.05
Rank In Category   68/73 58/69 45/59 33/46 16/40
Category Average   31.06 -23.72 17.42 79.61 -52.18
S&P BSE Sensex    25.70  -24.64  17.43  81.03  -52.45
CNX Nifty     27.70  -24.62  17.95  75.76  -51.79
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -3.86 -- -- --
2012 10.82 -0.12 8.67 3.25
2011 -10.66 -0.88 -10.94 -8.87
2010 2.93 1.14 13.77 -3.52
2009 -1.94 39.85 20.35 5.24
2008 -26.75 -11.11 -8.43 -22.93
2007 -6.80 19.78 24.62 36.89
2006 26.64 -12.64 18.54 12.26
2005 0.81 1.29 19.84 5.89
2004 -- -12.96 20.55 18.20
 
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