DWS ESG Core Equity Fund (DESGX)
Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equities, mainly common stocks, which meet the Advisor's sustainability criteria at the time of investment. Although it can invest in companies of any size and from any country, the fund invests primarily in large U.S. companies.
Fund Info
Jul 31, 2005
$1,000,000
Large-Cap
Blend
Expense Ratio
DESGX features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS ESG Core Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
DWS ESG Core Equity Fund had a return of -0.31% year-to-date (YTD) and 15.00% in the last 12 months. Over the past 10 years, DWS ESG Core Equity Fund had an annualized return of 4.05%, while the S&P 500 had an annualized return of 11.24%, indicating that DWS ESG Core Equity Fund did not perform as well as the benchmark.
DESGX
-0.31%
-9.76%
-5.05%
15.00%
8.90%
4.05%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of DESGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.36% | 4.56% | 4.50% | -3.40% | 5.58% | 2.53% | 2.47% | 1.31% | 2.38% | -1.67% | 5.68% | -9.73% | 15.47% |
| 2023 | 7.48% | -2.88% | 3.79% | 1.60% | 0.56% | 5.81% | 3.38% | -2.04% | -4.43% | -2.62% | 9.19% | 3.17% | 24.36% |
| 2022 | -5.11% | -2.64% | 3.64% | -8.22% | 0.00% | -7.53% | 9.44% | -3.21% | -8.79% | 9.00% | 5.68% | -9.30% | -17.98% |
| 2021 | 0.34% | 1.94% | 4.86% | 4.53% | 1.38% | 2.87% | 2.79% | 3.28% | -5.11% | 7.57% | -2.35% | -7.06% | 14.99% |
| 2020 | -0.39% | -8.47% | -12.19% | 11.85% | 4.38% | 1.89% | 4.81% | 8.19% | -3.63% | -3.27% | 12.09% | 2.51% | 15.65% |
| 2019 | 8.79% | 3.22% | -0.49% | 3.34% | -7.08% | 6.16% | 1.09% | -2.37% | 3.11% | 2.89% | 4.24% | -3.45% | 20.07% |
| 2018 | 2.56% | -5.94% | -0.17% | 1.05% | -0.16% | -1.15% | 2.45% | 0.92% | -1.18% | -7.08% | 2.81% | -25.83% | -30.47% |
| 2017 | 2.22% | 1.14% | -0.56% | -0.51% | -0.46% | 1.60% | 1.63% | -1.22% | 3.65% | 0.98% | 3.27% | -1.94% | 10.07% |
| 2016 | -6.66% | 1.24% | 6.98% | 1.93% | 0.77% | -3.59% | 4.03% | 1.70% | -0.46% | -1.33% | 4.58% | -2.59% | 5.98% |
| 2015 | -2.03% | 6.98% | -0.28% | 2.05% | 2.66% | 0.11% | -1.90% | -5.33% | -3.93% | 6.75% | 2.33% | -10.94% | -4.85% |
| 2014 | -3.16% | 5.14% | 0.30% | -0.12% | 2.74% | 3.19% | -3.54% | 4.55% | -4.63% | 2.34% | 2.63% | -3.70% | 5.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DESGX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for DWS ESG Core Equity Fund (DESGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS ESG Core Equity Fund provided a 0.73% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.19 | $0.20 | $0.18 | $0.19 | $0.15 | $0.20 | $0.16 | $0.21 | $0.06 | $0.08 |
Dividend yield | 0.73% | 0.73% | 0.95% | 1.23% | 0.89% | 1.11% | 0.95% | 1.59% | 0.86% | 1.21% | 0.34% | 0.43% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS ESG Core Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2014 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the DWS ESG Core Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the DWS ESG Core Equity Fund was 60.83%, occurring on Mar 9, 2009. Recovery took 973 trading sessions.
The current DWS ESG Core Equity Fund drawdown is 10.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.83% | Jul 20, 2007 | 412 | Mar 9, 2009 | 973 | Jan 17, 2013 | 1385 |
| -44.72% | Jan 29, 2018 | 541 | Mar 23, 2020 | 259 | Apr 1, 2021 | 800 |
| -30.08% | Nov 8, 2021 | 226 | Sep 30, 2022 | 373 | Mar 27, 2024 | 599 |
| -27.24% | Jun 24, 2015 | 161 | Feb 11, 2016 | 455 | Nov 30, 2017 | 616 |
| -11.37% | Dec 5, 2024 | 24 | Jan 10, 2025 | — | — | — |
Volatility
Volatility Chart
The current DWS ESG Core Equity Fund volatility is 10.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.