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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS Science and Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
DWS Science and Technology Fund (KTCAX) has returned -12.14% so far this year and 21.18% over the past 12 months. Looking at the last ten years, KTCAX has achieved an annualized return of 18.81%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
DWS Science and Technology Fund
- 1D
- -1.63%
- 1M
- -9.00%
- YTD
- -12.14%
- 6M
- -10.67%
- 1Y
- 21.18%
- 3Y*
- 25.10%
- 5Y*
- 12.33%
- 10Y*
- 18.81%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 4, 1971, KTCAX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 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% | -9.00% | -12.14% | |||||||||
| 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 0.53%, beta of 1.13, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 05, 1971.
- This fund captured 129.36% of S&P 500 Index gains and 124.38% 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
- 0.53%
- Beta
- 1.13
- R²
- 0.64
- Upside Capture
- 129.36%
- Downside Capture
- 124.38%
Expense Ratio
KTCAX has an expense ratio of 0.89%, placing it in the medium range.
Return for Risk
Risk / Return Rank
KTCAX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and compare them to a chosen benchmark (S&P 500 Index).
| KTCAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.90 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.39 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.40 | -0.57 |
Martin ratioReturn relative to average drawdown | 2.79 | 6.61 | -3.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore KTCAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
DWS Science and Technology Fund provided a 9.47% 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 | 9.47% | 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 | |||||||||
| 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 16.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.2% | Mar 13, 2000 | 647 | Oct 9, 2002 | 4215 | Jul 10, 2019 | 4862 |
| -50.61% | Oct 6, 1987 | 43 | Dec 4, 1987 | 1026 | Dec 26, 1991 | 1069 |
| -49.58% | Apr 19, 1972 | 622 | Oct 3, 1974 | 958 | Jul 19, 1978 | 1580 |
| -42.37% | Nov 9, 2021 | 249 | Nov 3, 2022 | 302 | Jan 19, 2024 | 551 |
| -39.37% | Dec 1, 1980 | 430 | Aug 12, 1982 | 186 | May 6, 1983 | 616 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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