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Performance analysis of KTF (DWS Municipal Income Trust)

Annual Return

Over the past 3 years, KTF has had an average annual return of +9.61%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, KTF has had an average annual return of +0.15%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, KTF has had an average annual return of +1.22%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, KTF has had an average annual return of +5.87%, underperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+4.11%+4.65%+13.80%+7.09%-23.93%+6%+7.53%+15.31%-8.24%-3.80%+3.50%+7.40%
201420132012201120102009200820072006200520042003
+18.99%-11.10%+10.68%+31.32%+5.02%+55.79%-17.36%+0.75%-9.40%+19.17%-0.30%+17.39%
2002200120001999
+8.67%+13.23%+13.19%-5.12%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.90%+2%-0.73%+1%+0.85%+0.05%+4.11%
2025+1.71%+2.32%-2.77%-2.75%-0.22%-0.87%-2.25%+3.88%+4.30%+0.99%-0.21%+0.71%+4.65%
2024+1.55%-0.35%+1.40%+3.77%+0.97%+2.04%+3.08%+1.04%+2.99%-1.52%+3.71%-5.32%+13.80%
2023+5.68%-4.88%+3.82%-2.06%-1.89%+1.60%+1.93%-4.05%-7.74%-2.56%+13.84%+5.03%+7.09%
2022-6.87%-1.39%-3.08%-6.77%+1.01%-3.01%+2.19%-3.73%-9.04%-4.08%+12.70%-3.27%-23.93%
2021+0.54%-2.31%+3.11%+2.42%+1.79%+1.76%+1.90%-0.79%-2.76%-1.75%+4.23%-1.99%+6%
2020+3.71%+0.17%-7.37%-4.53%+5.18%+0.84%+5.94%-0.88%-1.24%-1.54%+4.70%+3.23%+7.53%
2019+6.78%-0.80%+2.25%+1.11%+1.83%+0.47%+2.42%+2.63%-1.08%-0.58%+0.44%-0.88%+15.31%
2018-3.86%-0.07%-0.68%-0.87%+1.03%-0.33%+0.29%-0.02%-3.77%-2.21%+1.74%+0.36%-8.24%
2017+4.81%-1.83%-0.29%+0.82%+3.09%-0.44%-1.03%-1.88%-1.70%-6.13%-0.41%+1.54%-3.80%

Drawdown analysis of KTF (DWS Municipal Income Trust)

The maximum drawdown for the KTF was -46.96%, occurring on Dec 16, 2008. Recovery took 161 trading sessions.

The current KTF drawdown is -3.45%.

Since Nov 1, 1999 KTF has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-46.96%Feb 1, 2006724Dec 16, 2008161Aug 7, 2009885
-35.40%Jul 28, 2021565Oct 25, 2023OngoingOngoingOngoing
-26.61%Sep 6, 2016888Mar 18, 2020218Jan 28, 20211106
-22.47%Jan 23, 2013143Aug 16, 2013353Jan 12, 2015496
-20.35%Sep 30, 201074Jan 14, 2011163Sep 8, 2011237
-16.14%Feb 27, 200450May 10, 200475Aug 26, 2004125
-14.80%Aug 28, 200063Nov 27, 200038Jan 23, 2001101
-12.45%Nov 4, 199932Dec 21, 199969Mar 30, 2000101
-10.17%Jul 2, 200338Aug 26, 200382Dec 22, 2003120
-9.65%Feb 3, 2015103Jul 1, 201587Nov 3, 2015190
-9.44%Nov 13, 200126Dec 20, 2001119Jun 13, 2002145
-8.93%Aug 23, 200116Sep 21, 200135Nov 9, 200151
-8.58%Aug 1, 201216Aug 23, 201260Nov 20, 201276
-8.47%Feb 1, 201232Mar 19, 201238May 11, 201270
-8.02%Oct 3, 200212Oct 21, 200277Feb 11, 200389
-7.13%Dec 3, 201212Dec 19, 201213Jan 9, 201325
-7.10%Oct 7, 20096Oct 15, 200949Dec 24, 200955
-6.34%Mar 3, 200514Mar 23, 200528May 3, 200542
-6.14%Nov 4, 200437Dec 29, 200417Jan 24, 200554
-6.03%Oct 24, 200515Nov 14, 200527Dec 22, 200542
-5.65%Jul 7, 200523Aug 9, 200524Sep 13, 200547
-4.75%May 31, 201211Jun 15, 201211Jul 2, 201222
-4.62%Apr 3, 200011Apr 18, 200023May 22, 200034
-4.54%Feb 9, 202111Feb 25, 202131Apr 12, 202142
-4.28%Jul 11, 20163Jul 14, 201618Aug 9, 201621