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Dws Capital Growth Fund - Class A: (MF: SDGAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$114.56 USD
+2.01 (1.79%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.11 | 71 |
| 3 months | -8.11 | 71 |
| 6 months | -4.73 | 68 |
| 1 Year | 3.81 | 47 |
| 3 Year | 7.09 | 41 |
| 5 Year | 16.19 | 53 |
| 10 Year | 11.57 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.46 |
| Bear Market (10/07 - 2/09) | -42.66 |
| Bull Market (2/09 - 3/21) | 865.98 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -1.83 |
| 5 Year | 14.89 |
| 10 Year | 10.95 |
| Since Inception | 10.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.11 | NA | NA | NA |
| 2024 | 11.55 | 4.82 | 3.95 | 3.67 |
| 2023 | 13.57 | 11.02 | -4.23 | 14.41 |
| 2022 | -10.23 | -21.32 | -5.75 | 3.51 |
| 2021 | 0.13 | 11.87 | 0.56 | 8.48 |
| 2020 | -12.04 | 28.29 | 10.67 | 10.69 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.11 | 26.03 | 38.16 | -31.10 | 22.21 | 38.24 | 36.59 | -2.15 | 25.94 | 3.66 | -2.89 |
| % Total Return Rel to Index | -3.84 | 1.01 | 11.92 | -12.89 | -6.47 | 19.84 | 5.10 | 2.24 | 4.15 | -8.27 | -4.28 |
| % Total Return Rel to Peer | -3.08 | 6.64 | 15.16 | -11.40 | 0.15 | 18.32 | 8.16 | 4.70 | 5.26 | -4.15 | -1.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 2.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.32 | 0.16 | 0.19 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.36 | 0.21 | 0.26 |
| Capital Gains ($) | 0.00 | 11.14 | 7.60 | 6.40 | 8.46 | 6.10 | 4.81 | 10.98 | 6.53 | 5.35 | 0.00 |
| Expense Ratio | 0.00 | 0.90 | 0.92 | 0.90 | 0.90 | 0.92 | 0.94 | 0.94 | 0.96 | 0.97 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%