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DWS 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 (Jun 27, 2024)31.21%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.21%
Worst 3-Yr Total Return7.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%