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DWS Global Income Builder R6 (KTRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.88+0.07 (+0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.31%
5-year average return5.69%
Number of years up6
Number of years down3
Best 1-yr total return (2 July 2024)20.18%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return20.18%
Worst 3-yr total return0.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%