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
| Issuer | DWS |
|---|---|
| Inception Date | Jul 31, 2005 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
DESGX features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: DESGX vs. KDHAX, DESGX vs. VSMPX
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 19.43% year-to-date (YTD) and 28.89% in the last 12 months. Over the past 10 years, DWS ESG Core Equity Fund had an annualized return of 11.32%, while the S&P 500 benchmark had an annualized return of 10.88%, indicating that DWS ESG Core Equity Fund performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.43% | 18.10% |
| 1 month | 1.10% | 1.42% |
| 6 months | 11.59% | 9.39% |
| 1 year | 28.89% | 26.58% |
| 5 years (annualized) | 18.22% | 13.42% |
| 10 years (annualized) | 11.32% | 10.88% |
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% | 19.43% | ||||
| 2023 | 7.48% | -2.88% | 3.79% | 1.60% | 0.56% | 5.81% | 3.38% | -2.04% | -4.43% | -2.62% | 9.19% | 5.10% | 26.68% |
| 2022 | -5.11% | -2.64% | 3.64% | -8.22% | -0.00% | -7.53% | 9.44% | -3.21% | -8.79% | 9.00% | 5.68% | -6.62% | -15.56% |
| 2021 | 0.34% | 1.94% | 4.86% | 4.53% | 1.38% | 2.87% | 2.79% | 3.28% | -5.11% | 7.57% | -2.35% | 4.25% | 28.99% |
| 2020 | -0.39% | -8.47% | -12.20% | 11.85% | 4.38% | 1.89% | 4.81% | 8.19% | -3.63% | -3.27% | 12.09% | 5.59% | 19.13% |
| 2019 | 8.79% | 3.22% | -0.49% | 3.34% | -7.07% | 6.16% | 1.09% | -2.36% | 3.11% | 2.89% | 4.24% | 10.54% | 37.47% |
| 2018 | 2.56% | -5.94% | -0.17% | 1.05% | -0.16% | -1.15% | 2.45% | 0.92% | -1.18% | -7.08% | 2.81% | -11.79% | -17.30% |
| 2017 | 2.22% | 1.14% | -0.56% | -0.51% | -0.46% | 1.60% | 1.63% | -1.22% | 3.65% | 0.98% | 3.27% | 0.69% | 13.02% |
| 2016 | -6.66% | 1.24% | 8.29% | 1.93% | 0.77% | -3.59% | 4.03% | 1.70% | -0.46% | -1.33% | 4.58% | 1.40% | 11.67% |
| 2015 | -2.03% | 6.98% | -0.03% | 2.05% | 2.66% | 0.11% | -1.90% | -5.33% | -3.93% | 6.75% | 2.33% | -4.77% | 1.99% |
| 2014 | -3.15% | 5.14% | 0.30% | -0.12% | 2.74% | 3.19% | -3.54% | 4.55% | -4.63% | 2.34% | 2.63% | -0.03% | 9.21% |
| 2013 | 8.54% | 1.70% | 4.02% | -0.07% | 3.43% | -1.41% | 6.08% | -3.17% | 4.04% | 4.29% | 1.54% | 4.97% | 38.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of DESGX is 80, placing it in the top 20% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 granted a 2.34% dividend yield in the last twelve months. The annual payout for that period amounted to $0.56 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.56 | $0.68 | $2.55 | $0.71 | $2.18 | $2.71 | $0.66 | $1.11 | $1.24 | $0.72 | $0.11 |
Dividend yield | 2.34% | 2.80% | 4.21% | 12.80% | 4.06% | 14.26% | 21.12% | 3.53% | 6.49% | 7.59% | 4.16% | 0.67% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $2.55 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.18 | $2.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.71 | $2.71 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.66 |
| 2016 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $1.11 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.24 |
| 2014 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.72 |
| 2013 | $0.11 | $0.11 |
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 1.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.83% | Jul 20, 2007 | 412 | Mar 9, 2009 | 973 | Jan 17, 2013 | 1385 |
| -34.68% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -24.45% | Jan 29, 2018 | 229 | Dec 24, 2018 | 244 | Dec 12, 2019 | 473 |
| -22.19% | Jun 24, 2015 | 161 | Feb 11, 2016 | 200 | Nov 25, 2016 | 361 |
| -22.01% | Jan 4, 2022 | 187 | Sep 30, 2022 | 198 | Jul 18, 2023 | 385 |
Volatility
Volatility Chart
The current DWS ESG Core Equity Fund volatility is 4.40%, 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.