DWS Core Equity Fund (SCDGX)
The investment seeks long-term growth of capital, current income and growth of income. Under normal circumstances, the fund invests at least 80% of total assets, determined at the time of purchase, in equities, mainly common stocks. Although the fund can invest in companies of any size and from any country, it invests primarily in large U.S. companies.
Fund Info
US25157M6791
May 31, 1929
$2,500
Large-Cap
Blend
Expense Ratio
SCDGX features an expense ratio of 0.55%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS 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 Core Equity Fund had a return of -0.26% year-to-date (YTD) and 10.61% in the last 12 months. Over the past 10 years, DWS Core Equity Fund had an annualized return of 4.83%, while the S&P 500 had an annualized return of 11.24%, indicating that DWS Core Equity Fund did not perform as well as the benchmark.
SCDGX
-0.26%
-10.71%
-5.96%
10.61%
4.23%
4.83%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of SCDGX, 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 | 1.77% | 5.26% | 3.91% | -5.28% | 5.67% | 2.47% | 1.16% | 1.09% | 2.12% | -1.80% | 6.87% | -11.17% | 11.15% |
| 2023 | 6.42% | -2.46% | 2.72% | 0.69% | -0.00% | 6.69% | 3.71% | -1.85% | -4.09% | -2.01% | 9.08% | 0.74% | 20.43% |
| 2022 | -5.60% | -0.79% | 3.62% | -8.45% | -0.10% | -7.97% | 8.64% | -3.20% | -9.52% | 9.72% | 5.38% | -13.01% | -21.83% |
| 2021 | -0.36% | 1.41% | 3.95% | 5.29% | 1.30% | 2.67% | 1.94% | 1.99% | -4.65% | 6.80% | -2.00% | -7.41% | 10.50% |
| 2020 | -0.00% | -7.96% | -14.00% | 12.02% | 4.49% | 1.85% | 5.74% | 6.86% | -4.18% | -2.69% | 11.90% | -1.36% | 9.73% |
| 2019 | 8.10% | 3.73% | 1.30% | 4.33% | -6.34% | 6.53% | 1.45% | -2.28% | 2.30% | 2.10% | 3.29% | -0.76% | 25.52% |
| 2018 | 5.76% | -3.77% | -2.38% | 1.35% | 1.98% | 0.82% | 3.41% | 3.20% | 0.77% | -7.71% | 1.14% | -19.44% | -16.27% |
| 2017 | 1.33% | 3.76% | -0.40% | 1.43% | 2.15% | 0.20% | 2.68% | -0.34% | 2.52% | 2.31% | 2.90% | -3.76% | 15.57% |
| 2016 | -6.54% | -1.56% | 6.76% | 0.61% | 2.26% | -0.47% | 4.10% | 0.49% | 0.17% | -1.47% | 4.57% | -3.73% | 4.55% |
| 2015 | -2.48% | 6.87% | -0.43% | 0.32% | 2.63% | -1.31% | 2.32% | -6.23% | -3.15% | 8.37% | 0.78% | -8.89% | -2.51% |
| 2014 | -3.10% | 4.71% | -1.59% | 0.17% | 3.02% | 2.49% | -1.51% | 4.53% | -1.38% | 1.66% | 2.70% | -6.28% | 4.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCDGX is 54, 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 Core Equity Fund (SCDGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS Core Equity Fund provided a 0.86% dividend yield over the last twelve months, with an annual payout of $0.29 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.28 | $0.26 | $0.28 | $0.32 | $0.36 | $0.34 | $0.30 | $0.30 | $0.22 | $0.17 |
Dividend yield | 0.86% | 0.86% | 0.92% | 1.01% | 0.85% | 1.05% | 1.28% | 1.47% | 1.08% | 1.26% | 0.93% | 0.71% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS 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 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.28 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.34 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.30 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.22 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.17 |
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 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 Core Equity Fund was 68.79%, occurring on Mar 9, 2009. Recovery took 1392 trading sessions.
The current DWS Core Equity Fund drawdown is 12.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.79% | Apr 16, 1998 | 2748 | Mar 9, 2009 | 1392 | Sep 18, 2014 | 4140 |
| -35.52% | Sep 24, 2018 | 376 | Mar 23, 2020 | 111 | Aug 28, 2020 | 487 |
| -33.17% | Aug 26, 1987 | 204 | Jun 6, 1988 | 896 | Nov 12, 1991 | 1100 |
| -31.38% | Dec 13, 2021 | 263 | Dec 28, 2022 | 449 | Oct 11, 2024 | 712 |
| -21.96% | Jul 21, 2015 | 143 | Feb 11, 2016 | 210 | Dec 9, 2016 | 353 |
Volatility
Volatility Chart
The current DWS Core Equity Fund volatility is 8.62%, 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.