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DWS Global Income Builder R6 (KTRZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.93+0.05 (+0.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.85%
5-Year Average Return5.86%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)20.18%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return20.18%
Worst 3-Yr Total Return0.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKTRZXCategory
YTD6.44%8.60%
1-Month2.00%0.11%
3-Month1.48%4.82%
1-Year13.58%25.33%
3-Year2.20%8.02%
5-Year5.76%8.06%
10-Year4.92%6.03%
Last Bull Market18.04%13.54%
Last Bear Market-11.28%-13.20%

Annual Total Return (%) History

Year
KTRZXCategory
2024
N/AN/A
2023
15.15%N/A
2022
-15.12%N/A
2021
10.89%N/A
2020
8.39%6.18%
2019
20.18%16.10%
2018
-7.61%-8.26%
2017
16.81%14.79%
2016
9.69%6.04%
2015
-4.97%-4.15%
2014
N/A1.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.89%1.48%N/AN/A
20234.54%3.23%-2.59%9.55%
2022-4.70%-11.28%-6.51%7.38%
20212.48%5.46%-1.09%3.73%
2020-15.43%11.29%5.15%9.53%
20199.98%3.25%1.68%4.09%
2018-2.12%0.18%3.56%-9.02%
20174.76%2.66%4.36%4.09%
20161.90%2.34%3.39%1.74%
20150.72%-0.96%-5.57%0.89%
2014-1.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD27
1-Month7
3-Month21
1-Year20
3-Year38
5-Year36

Load Adjusted Returns

1-Year13.58%
3-Year2.20%
5-Year5.76%
10-Year4.92%