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Dws Capital Growth Fund - Class Institutional: (MF: SDGTX)

(NASDAQ Mutual Funds) As of Jun 14, 2024 08:00 PM ET

$123.32 USD

+0.43 (0.35%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.22 28
3 months 1.75 65
6 months 15.82 44
1 Year 29.11 29
3 Year 7.42 32
5 Year 16.27 15
10 Year 13.07 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.18
Bear Market (10/07 - 2/09) -42.39
Bull Market (2/09 - 3/21) 711.29

Load Adjusted Returns as of May 31, 2024

1 Year 36.03
5 Year 16.08
10 Year 13.43
Since Inception 10.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.62 NA NA NA
2023 13.63 11.09 -4.18 14.48
2022 -10.19 -21.27 -5.69 3.57
2021 0.18 11.94 0.61 8.53
2020 -11.99 28.37 10.72 10.75
2019 17.68 5.85 1.33 8.45

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.2238.48-30.9422.4638.5436.91-1.9226.213.94-2.5812.74
% Total Return Rel to Index -0.0812.23-12.73-6.2120.145.422.464.41-7.99-3.97-0.90
% Total Return Rel to Peer 2.6215.48-11.240.4018.628.494.935.53-3.87-0.984.53
% Perf Quintile vs Peer* 0.001.005.004.001.001.002.002.004.003.002.00
% Dividends 0.000.000.000.000.080.240.170.510.360.400.32
% Yield 0.000.000.000.000.060.250.220.580.480.550.37
Capital Gains ($) 0.007.606.408.466.104.8110.986.535.350.0011.04
Expense Ratio 0.660.710.680.680.690.710.710.730.700.700.71

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