Back to top
Dws Core Equity Fund - Class C: (MF: SUWCX)
(NASDAQ Mutual Funds) As of Jul 9, 2025 08:00 PM ET
$32.44 USD
+0.21 (0.65%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.98 | 78 |
| 3 months | 10.20 | 25 |
| 6 months | 3.98 | 78 |
| 1 Year | 8.72 | 84 |
| 3 Year | 16.49 | 28 |
| 5 Year | 14.26 | 44 |
| 10 Year | 10.22 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 78.57 |
| Bear Market (10/07 - 2/09) | -51.56 |
| Bull Market (2/09 - 3/21) | 731.18 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.63 |
| 5 Year | 14.25 |
| 10 Year | 10.22 |
| Since Inception | 6.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.64 | 10.20 | NA | NA |
| 2024 | 11.00 | 2.32 | 4.14 | 0.39 |
| 2023 | 6.34 | 7.15 | -2.61 | 11.99 |
| 2022 | -3.22 | -16.04 | -5.08 | 8.50 |
| 2021 | 4.75 | 9.24 | -1.16 | 9.58 |
| 2020 | -21.07 | 18.95 | 7.94 | 13.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.98 | 18.75 | 24.27 | -16.32 | 23.95 | 14.86 | 28.98 | -6.79 | 20.21 | 9.23 | -3.84 |
| % Total Return Rel to Index | -2.21 | -6.26 | -1.97 | 1.87 | -4.73 | -3.54 | -2.50 | -2.40 | -1.57 | -2.70 | -5.23 |
| % Total Return Rel to Peer | -2.26 | 2.91 | 8.99 | -5.53 | -0.39 | 6.65 | 3.34 | 0.76 | 2.80 | -2.09 | -0.62 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.07 | 0.04 | 0.01 | 0.04 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.24 | 0.16 | 0.06 | 0.19 | 0.00 |
| Capital Gains ($) | 0.00 | 2.82 | 1.30 | 2.15 | 4.44 | 1.73 | 1.08 | 2.88 | 1.40 | 1.37 | 0.00 |
| Expense Ratio | 1.60 | 1.59 | 1.59 | 1.59 | 1.59 | 1.61 | 1.60 | 1.62 | 1.62 | 1.64 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%