Back to top
more

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

(NASDAQ Mutual Funds) As of Jun 5, 2026 04:38 PM ET

$130.94 USD

-5.50 (-4.03%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.42 82
3 months 2.38 64
6 months -2.76 86
1 Year 21.03 71
3 Year 19.87 36
5 Year 9.28 49
10 Year 15.56 16

* 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) 939.72

Load Adjusted Returns as of Apr 30, 2026

1 Year 8.88
5 Year 8.13
10 Year 14.08
Since Inception 9.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.89 NA NA NA
2025 -8.05 16.69 5.41 -0.67
2024 11.62 4.88 4.02 3.73
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.4212.3426.3338.48-30.9422.4638.5436.91-1.9226.213.94
% Total Return Rel to Index -6.55-5.871.3112.23-12.73-6.2120.145.422.464.41-7.99
% Total Return Rel to Peer -7.22-0.366.9415.48-11.240.4018.628.494.935.53-3.87
% Perf Quintile vs Peer* 5.003.002.001.005.004.001.001.002.002.004.00
% Dividends 0.000.000.000.000.000.000.080.240.170.510.36
% Yield 0.000.000.000.000.000.000.060.250.220.580.48
Capital Gains ($) 0.009.7911.147.606.408.466.104.8110.986.535.35
Expense Ratio 0.000.670.660.710.680.680.690.710.710.730.70

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