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Dws Core Equity Fund - Class S: (MF: SCDGX)
(NASDAQ Mutual Funds) As of Aug 5, 2022 08:00 PM ET
$29.89 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2022
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -18.32 | 71 |
| 3 months | -15.83 | 82 |
| 6 months | -18.32 | 71 |
| 1 Year | -11.07 | 72 |
| 3 Year | 9.38 | 30 |
| 5 Year | 10.24 | 20 |
| 10 Year | 12.27 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 89.27 |
| Bear Market (10/07 - 2/09) | -50.79 |
| Bull Market (2/09 - 9/19) | 644.64 |
Load Adjusted Returns as of Jun 30, 2022
| 1 Year | -11.07 |
| 5 Year | 10.24 |
| 10 Year | 12.27 |
| Since Inception | 8.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2022 | -2.95 | -15.83 | NA | NA |
| 2021 | 5.04 | 9.51 | -0.87 | 9.84 |
| 2020 | -20.87 | 19.21 | 8.27 | 13.58 |
| 2019 | 13.59 | 4.10 | 1.42 | 8.71 |
| 2018 | -0.63 | 4.21 | 7.54 | -15.43 |
| 2017 | 4.72 | 3.81 | 4.91 | 6.47 |
Annual Return
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -18.32 | 25.25 | 16.00 | 30.39 | -5.82 | 21.45 | 10.41 | -2.51 | 11.59 | 37.23 | 15.78 |
| % Total Return Rel to Index | 1.71 | -3.42 | -2.39 | -1.09 | -1.43 | -0.33 | -1.52 | -3.90 | -2.04 | 4.85 | -0.21 |
| % Total Return Rel to Peer | -3.71 | 0.91 | 7.79 | 4.75 | 1.73 | 4.04 | -0.90 | 0.70 | 2.70 | 8.27 | 1.77 |
| % Perf Quintile vs Peer* | 4.00 | 3.00 | 2.00 | 1.00 | 2.00 | 1.00 | 4.00 | 3.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.12 | 0.28 | 0.32 | 0.36 | 0.33 | 0.29 | 0.30 | 0.21 | 0.17 | 0.26 | 0.30 |
| % Yield | 0.76 | 0.71 | 0.93 | 1.15 | 1.23 | 0.97 | 1.12 | 0.86 | 0.62 | 1.00 | 1.59 |
| Capital Gains ($) | 0.00 | 4.44 | 1.73 | 1.08 | 2.88 | 1.40 | 1.37 | 0.00 | 1.47 | 1.51 | 0.00 |
| Expense Ratio | 0.55 | 0.55 | 0.57 | 0.57 | 0.58 | 0.58 | 0.58 | 0.59 | 0.59 | 0.61 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%