Performance analysis of KSM (DWS Strategic Municipal Income Trust)
Annual Return
Over the past 3 years, KSM has had an average annual return of +17.88%, underperforming the benchmark SPY, which returned +24.86% annual.
Over the past 5 years, KSM has had an average annual return of -1.54%, underperforming the benchmark SPY, which returned +11.25% annual.
Over the past 10 years, KSM has had an average annual return of +0.59%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, KSM has had an average annual return of +6.12%, underperforming the benchmark SPY, which returned +8.02% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.76% | +10.31% | -29.32% | +11.48% | +0.86% | +20.98% | -7.08% | +2.37% | -2.36% | +2.99% | +19.63% | -9.61% |
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
| +11.52% | +21.92% | +5.14% | +70.65% | -19.96% | -7.64% | -7.20% | +20.65% | +2.40% | +17.25% | +11.46% | +8.96% |
| 2000 | 1999 | ||||||||||
| +20.51% | -4.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +3.08% | -0.69% | +1.93% | +6.68% | +0.06% | +4.18% | +1.28% | +1.29% | +1.52% | -0.96% | +0.05% | +19.76% | |
| 2023 | +7.60% | -4.84% | +2.45% | -0.14% | -2.86% | +4.23% | +0.64% | -3.88% | -7.31% | -2.86% | +13.95% | +4.78% | +10.31% |
| 2022 | -7.29% | -2.71% | -4.55% | -7.74% | +3.82% | -6.70% | +5.93% | -6.11% | -11.70% | -4.78% | +11.61% | -1.56% | -29.32% |
| 2021 | +4% | -0.56% | +1.49% | +0.63% | +4.01% | +2.81% | +0.76% | +2.10% | -4.09% | -0.78% | +3.08% | -2.21% | +11.48% |
| 2020 | +2.89% | -0.39% | -14.21% | -3.93% | +5.21% | +1.86% | +5.84% | -1.61% | +0.39% | -2.38% | +7.42% | +1.65% | +0.86% |
| 2019 | +5.14% | +3.69% | +1.05% | +2.39% | +3.75% | +1% | +2.01% | +1.63% | -2.14% | +1.06% | +3.02% | -3.09% | +20.98% |
| 2018 | -4.86% | -0.89% | +0.27% | -1.19% | +1.58% | +0.00842% | -0.10% | +1.02% | -2.12% | -4.63% | +2.89% | +1% | -7.08% |
| 2017 | +2.87% | +4.51% | -3.65% | +2.40% | +0.93% | -1.36% | +2.39% | -3.05% | -0.06% | -1.84% | +0.19% | -0.64% | +2.37% |
Drawdown analysis of KSM (DWS Strategic Municipal Income Trust)
The maximum drawdown for the KSM was -46.75%, occurring on Oct 10, 2008. Recovery took 224 trading sessions.
The current KSM drawdown is -10.85%.
Since Nov 1, 1999 KSM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.75% | Jan 26, 2006 | 682 | Oct 10, 2008 | 224 | Sep 1, 2009 | 906 |
| -38.58% | Sep 1, 2021 | 291 | Oct 27, 2022 | Ongoing | Ongoing | Ongoing |
| -31.37% | Oct 14, 2019 | 107 | Mar 18, 2020 | 218 | Jan 28, 2021 | 325 |
| -24.13% | Sep 19, 2016 | 534 | Oct 31, 2018 | 238 | Oct 14, 2019 | 772 |
| -22.33% | Apr 30, 2013 | 77 | Aug 19, 2013 | 347 | Jan 5, 2015 | 424 |
| -17.93% | Sep 21, 2010 | 81 | Jan 14, 2011 | 189 | Oct 14, 2011 | 270 |
| -14.26% | Mar 23, 2004 | 41 | May 20, 2004 | 111 | Oct 28, 2004 | 152 |
| -12.79% | Nov 16, 1999 | 81 | Mar 14, 2000 | 78 | Jul 5, 2000 | 159 |
| -12.19% | Feb 2, 2015 | 143 | Aug 26, 2015 | 122 | Feb 22, 2016 | 265 |
| -9.21% | Aug 31, 2001 | 10 | Sep 21, 2001 | 195 | Jul 2, 2002 | 205 |
| -9.03% | Oct 8, 2009 | 5 | Oct 15, 2009 | 54 | Jan 4, 2010 | 59 |
| -8.63% | Feb 28, 2005 | 24 | Apr 4, 2005 | 40 | May 31, 2005 | 64 |
| -7.91% | Jul 10, 2012 | 117 | Dec 27, 2012 | 64 | Apr 2, 2013 | 181 |
| -7.10% | Sep 3, 2002 | 35 | Oct 22, 2002 | 85 | Feb 25, 2003 | 120 |
| -6.05% | Jun 13, 2003 | 35 | Aug 4, 2003 | 40 | Sep 30, 2003 | 75 |
| -5.09% | Jan 9, 2012 | 28 | Feb 17, 2012 | 15 | Mar 12, 2012 | 43 |
| -4.94% | Sep 13, 2000 | 57 | Dec 4, 2000 | 11 | Dec 19, 2000 | 68 |
| -4.61% | Nov 1, 2004 | 19 | Nov 29, 2004 | 38 | Jan 24, 2005 | 57 |
| -4.56% | Feb 12, 2021 | 5 | Feb 22, 2021 | 51 | May 5, 2021 | 56 |
| -4.48% | Jun 13, 2012 | 2 | Jun 15, 2012 | 8 | Jun 27, 2012 | 10 |
| -4.37% | Jul 5, 2005 | 25 | Aug 9, 2005 | 19 | Sep 6, 2005 | 44 |
| -4.35% | Jul 8, 2021 | 9 | Jul 21, 2021 | 8 | Aug 2, 2021 | 17 |
| -4.24% | Apr 20, 2010 | 40 | Jun 16, 2010 | 31 | Jul 30, 2010 | 71 |
| -4.24% | Apr 15, 2016 | 25 | May 20, 2016 | 26 | Jun 28, 2016 | 51 |
| -4.21% | Mar 13, 2012 | 3 | Mar 16, 2012 | 14 | Apr 5, 2012 | 17 |