- ISIN
- US25159L5628
- CUSIP
- 25159L562
- Issuer
- DWS
- Inception Date
- Sep 6, 1948
- Category
- Technology Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
KTCAX Performance Chart
DWS Science and Technology Fund (KTCAX) is up 25.7% since the beginning of the year. KTCAX is currently trading at $55 per share. Investors who bought $1,000 worth of KTCAX shares 5 years ago would now be looking at an investment worth $2,343.
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Returns By Period
DWS Science and Technology Fund (KTCAX) has returned 25.69% so far this year and 50.89% over the past 12 months. Looking at the last ten years, KTCAX has achieved an annualized return of 23.28%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
DWS Science and Technology Fund
- 1D
- 2.75%
- 1M
- 6.05%
- YTD
- 25.69%
- 6M
- 24.89%
- 1Y
- 50.89%
- 3Y*
- 34.64%
- 5Y*
- 18.56%
- 10Y*
- 23.28%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
KTCAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1971, KTCAX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.
Historically, 55% of months were positive and 45% were negative. The best month was Feb 2000 with a return of +24.1%, while the worst month was Nov 1987 at -29.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, KTCAX closed higher 52% of trading days. The best single day was Nov 6, 1986 with a return of +23.2%, while the worst single day was Nov 13, 1987 at -23.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.70% | -5.06% | -4.65% | 19.05% | 13.56% | 0.98% | 25.69% | ||||||
| 2025 | 2.52% | -4.67% | -10.08% | 2.09% | 10.27% | 8.08% | 4.02% | 0.80% | 6.34% | 5.72% | -2.95% | -0.91% | 21.21% |
| 2024 | 5.63% | 9.46% | 2.62% | -5.05% | 5.89% | 7.31% | -2.34% | 2.58% | 2.61% | 0.20% | 5.08% | 1.41% | 40.51% |
| 2023 | 10.31% | -0.04% | 9.35% | -0.27% | 10.17% | 5.19% | 5.49% | -0.75% | -5.37% | -2.89% | 11.79% | 5.23% | 57.73% |
| 2022 | -9.23% | -6.33% | 2.80% | -13.78% | -1.89% | -8.89% | 11.46% | -5.29% | -11.32% | 2.39% | 5.26% | -6.82% | -36.66% |
| 2021 | -0.45% | 3.01% | -0.00% | 6.55% | -1.11% | 6.95% | 1.96% | 3.67% | -5.80% | 6.68% | -0.49% | 0.42% | 22.68% |
Benchmark Metrics
DWS Science and Technology Fund has an annualized alpha of 0.85%, beta of 1.13, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 04, 1971.
- This fund captured 130.69% of S&P 500 Index gains and 124.09% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.13 and R2 of 0.64, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.85%
- Beta
- 1.13
- R²
- 0.64
- Upside Capture
- 130.69%
- Downside Capture
- 124.09%
Expense Ratio
KTCAX has an expense ratio of 0.89%, placing it in the medium range.
Return for Risk
Risk / Return Rank
KTCAX ranks 58 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KTCAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.78 | +0.22 |
| Martin ratioReturn relative to average drawdown | 10.00 | 12.44 | -2.43 |
Dividends
Dividend History
DWS Science and Technology Fund provided a 6.62% dividend yield over the last twelve months, with an annual payout of $3.67 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.67 | $3.67 | $3.99 | $3.60 | $1.38 | $3.99 | $2.43 | $2.19 | $2.68 | $0.96 | $0.38 | $1.90 |
Dividend yield | 6.62% | 8.32% | 10.15% | 11.73% | 6.31% | 10.93% | 7.36% | 8.99% | 14.35% | 4.50% | 2.32% | 11.97% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Science and Technology 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.67 | $3.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.99 | $3.99 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.60 | $3.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $1.38 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.99 | $3.99 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the DWS Science and Technology 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 Science and Technology Fund was 82.20%, occurring on Oct 9, 2002. Recovery took 4215 trading sessions.
The current DWS Science and Technology Fund drawdown is 3.06%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -82.20%Oct 2002 | 2y 7mo | 16y 9mo | 19y 4moMar 2000 - Jul 2019 |
Black Monday1987 | -50.61%Dec 1987 | 1mo 29d | 4y 23d | 4y 2moOct 1987 - Dec 1991 |
1974 bear market1974 | -49.58%Oct 1974 | 2y 5mo | 3y 9mo | 6y 3moApr 1972 - Jul 1978 |
Bear market2022 | -42.37%Nov 2022 | 11mo 29d | 1y 2mo | 2y 2moNov 2021 - Jan 2024 |
1982 bear market1982 | -39.37%Aug 1982 | 1y 8mo | 8mo 27d | 2y 5moDec 1980 - May 1983 |
Drawdown Indicators
| KTCAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.20% | -56.78% | -25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -9.10% | -7.50% |
Max Drawdown (3Y)Largest decline over 3 years | -25.52% | -18.90% | -6.62% |
Max Drawdown (5Y)Largest decline over 5 years | -42.37% | -25.43% | -16.94% |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | -33.92% | -8.45% |
Current DrawdownCurrent decline from peak | -3.06% | -1.80% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -27.87% | -10.71% | -17.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.03% | +2.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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