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Dws Health And Wellness Fund - Class S: (MF: SCHLX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$39.76 USD

+0.40 (1.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -1.60 35
3 months -5.60 77
6 months -1.60 35
1 Year -6.90 46
3 Year 4.34 45
5 Year 5.20 35
10 Year 5.43 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.72
Bear Market (10/07 - 2/09) -33.29
Bull Market (2/09 - 3/21) 575.08

Load Adjusted Returns as of Jun 30, 2025

1 Year -6.90
5 Year 5.19
10 Year 5.44
Since Inception 9.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.23 -5.60 NA NA
2024 7.77 1.61 4.60 -9.54
2023 -2.32 4.19 -3.37 7.21
2022 -5.02 -7.56 -4.98 11.22
2021 -0.99 7.38 0.61 7.81
2020 -12.05 17.20 5.27 6.39

Annual Return

20252024202320222021202020192018201720162015
% Total Return -1.603.625.42-7.2215.3315.4422.303.5019.34-10.236.85
% Total Return Rel to Index -7.80-21.39-20.8210.98-13.34-2.95-9.187.89-2.45-22.175.46
% Total Return Rel to Peer 1.311.00-0.342.186.64-5.82-4.373.38-2.770.54-0.57
% Perf Quintile vs Peer* 0.000.003.002.002.004.004.002.004.003.003.00
% Dividends 0.000.220.000.160.090.110.150.080.090.090.00
% Yield 0.000.510.520.380.200.240.340.200.220.250.00
Capital Gains ($) 0.000.262.090.543.813.653.703.942.360.866.29
Expense Ratio 0.001.050.980.840.931.071.071.081.081.071.08

* 1 = Top 20%, 5 = Bottom 20%