PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
DWS Science and Technology Fund (KTCAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US25159L5628

CUSIP

25159L562

Issuer

DWS

Inception Date

Sep 6, 1948

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

KTCAX features an expense ratio of 0.89%, falling within the medium range.


Expense ratio chart for KTCAX: current value at 0.89% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.89%

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:
KTCAX vs. VFIAX KTCAX vs. FSPTX KTCAX vs. XLK KTCAX vs. VTI KTCAX vs. VGHCX KTCAX vs. VDIGX KTCAX vs. POLIX KTCAX vs. FELAX KTCAX vs. VITAX KTCAX vs. SCHG
Popular comparisons:
KTCAX vs. VFIAX KTCAX vs. FSPTX KTCAX vs. XLK KTCAX vs. VTI KTCAX vs. VGHCX KTCAX vs. VDIGX KTCAX vs. POLIX KTCAX vs. FELAX KTCAX vs. VITAX KTCAX vs. SCHG

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.


-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-3.87%
2.98%
KTCAX (DWS Science and Technology Fund)
Benchmark (^GSPC)

Returns By Period

DWS Science and Technology Fund had a return of -0.81% year-to-date (YTD) and 24.71% in the last 12 months. Over the past 10 years, DWS Science and Technology Fund had an annualized return of 9.03%, while the S&P 500 had an annualized return of 11.23%, indicating that DWS Science and Technology Fund did not perform as well as the benchmark.


KTCAX

YTD

-0.81%

1M

-3.28%

6M

-3.94%

1Y

24.71%

5Y*

9.00%

10Y*

9.03%

^GSPC (Benchmark)

YTD

-0.77%

1M

-3.55%

6M

3.64%

1Y

22.00%

5Y*

12.20%

10Y*

11.23%

*Annualized

Monthly Returns

The table below presents the monthly returns of KTCAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.63%9.46%2.62%-5.05%5.89%7.31%-2.34%2.58%2.61%0.20%5.08%-7.75%27.82%
202310.31%-0.04%9.35%-0.27%10.17%5.19%5.49%-0.75%-5.37%-2.89%11.79%-6.08%40.77%
2022-9.23%-6.33%2.80%-13.78%-1.89%-8.89%11.46%-5.29%-11.32%2.39%5.26%-12.08%-40.24%
2021-0.45%3.01%-0.00%6.55%-1.11%6.95%1.96%3.67%-5.80%6.68%-0.49%-9.47%10.60%
20203.78%-6.06%-8.98%15.52%7.78%6.18%7.15%9.25%-5.60%-3.14%10.97%-2.57%35.76%
20198.29%5.09%4.42%6.39%-7.53%6.96%3.47%-1.53%-0.13%3.57%4.59%-5.55%30.18%
20189.01%-0.13%-3.00%0.75%6.49%-0.37%1.49%7.01%-0.80%-9.82%-1.57%-19.20%-12.79%
20175.15%3.98%2.72%2.70%4.99%-2.10%4.55%2.35%0.38%6.90%0.67%-5.13%30.02%
2016-7.19%-3.26%7.38%-2.94%4.79%-2.45%6.53%2.35%2.48%-0.65%-0.59%-1.43%4.04%
2015-2.72%7.84%-1.75%-1.09%3.36%-2.24%3.27%-6.67%-2.56%9.65%1.11%-12.67%-6.32%
2014-0.27%5.78%-3.34%-4.40%4.00%3.21%-2.40%4.23%-1.95%2.30%4.15%-18.81%-9.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of KTCAX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of KTCAX is 7474
Overall Rank
The Sharpe Ratio Rank of KTCAX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of KTCAX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of KTCAX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of KTCAX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of KTCAX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for KTCAX, currently valued at 1.15, compared to the broader market-1.000.001.002.003.004.001.151.73
The chart of Sortino ratio for KTCAX, currently valued at 1.53, compared to the broader market-2.000.002.004.006.008.0010.001.532.33
The chart of Omega ratio for KTCAX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.003.501.231.32
The chart of Calmar ratio for KTCAX, currently valued at 0.98, compared to the broader market0.005.0010.0015.000.982.59
The chart of Martin ratio for KTCAX, currently valued at 5.82, compared to the broader market0.0020.0040.0060.005.8210.80
KTCAX
^GSPC

The current DWS Science and Technology Fund Sharpe ratio is 1.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of DWS Science and Technology Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.15
1.73
KTCAX (DWS Science and Technology Fund)
Benchmark (^GSPC)

Dividends

Dividend History

DWS Science and Technology Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.01%0.02%0.03%0.04%0.05%$0.00$0.00$0.00$0.01$0.01$0.01201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.00

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.05%0.00%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.00$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$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2016$0.00$0.00

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.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.74%
-4.17%
KTCAX (DWS Science and Technology Fund)
Benchmark (^GSPC)

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 84.49%, occurring on Oct 9, 2002. Recovery took 4702 trading sessions.

The current DWS Science and Technology Fund drawdown is 11.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.49%Mar 13, 2000644Oct 9, 20024702Jun 22, 20215346
-49.59%Nov 9, 2021286Dec 28, 2022468Nov 7, 2024754
-38.68%Sep 24, 1997272Oct 8, 199867Jan 11, 1999339
-32.13%Nov 6, 199551Jan 15, 1996440Sep 22, 1997491
-31.61%Nov 14, 1991378Apr 26, 1993574Jul 7, 1995952

Volatility

Volatility Chart

The current DWS Science and Technology Fund volatility is 11.54%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
11.54%
4.67%
KTCAX (DWS Science and Technology Fund)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab