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 has an expense ratio of 0.55%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
DWS Core Equity Fund (SCDGX) returned -0.98% year-to-date (YTD) and 6.66% over the past 12 months. Over the past 10 years, SCDGX delivered an annualized return of 11.49%, outperforming the S&P 500 benchmark at 10.85%.
SCDGX
-0.98%
5.20%
-5.03%
6.66%
12.36%
14.66%
11.49%
^GSPC (Benchmark)
0.51%
5.49%
-2.00%
12.02%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.07% | -2.13% | -6.23% | -1.36% | 6.12% | -0.98% | |||||||
| 2024 | 1.77% | 5.26% | 3.91% | -5.28% | 5.67% | 2.47% | 1.16% | 1.09% | 2.12% | -1.80% | 6.87% | -4.09% | 20.01% |
| 2023 | 6.42% | -2.46% | 2.72% | 0.69% | -0.00% | 6.69% | 3.71% | -1.85% | -4.09% | -2.01% | 9.08% | 5.04% | 25.55% |
| 2022 | -5.60% | -0.79% | 3.62% | -8.45% | -0.10% | -7.97% | 8.64% | -3.20% | -9.52% | 9.72% | 5.38% | -6.09% | -15.61% |
| 2021 | -0.36% | 1.41% | 3.95% | 5.29% | 1.30% | 2.67% | 1.94% | 1.99% | -4.65% | 6.80% | -2.00% | 5.19% | 25.54% |
| 2020 | 0.00% | -7.96% | -14.01% | 12.02% | 4.48% | 1.85% | 5.74% | 6.86% | -4.18% | -2.69% | 11.90% | 4.41% | 16.14% |
| 2019 | 8.10% | 3.73% | 1.30% | 4.33% | -6.34% | 6.53% | 1.45% | -2.28% | 2.30% | 2.10% | 3.29% | 3.10% | 30.40% |
| 2018 | 5.76% | -3.77% | -2.38% | 1.35% | 1.98% | 0.82% | 3.41% | 3.20% | 0.77% | -7.71% | 1.14% | -9.62% | -6.06% |
| 2017 | 1.33% | 3.76% | -0.39% | 1.43% | 2.15% | 0.20% | 2.68% | -0.34% | 2.52% | 2.31% | 2.90% | 1.19% | 21.52% |
| 2016 | -6.54% | -1.56% | 6.75% | 0.61% | 2.26% | -0.47% | 4.10% | 0.49% | 0.17% | -1.47% | 4.57% | 1.69% | 10.43% |
| 2015 | -2.48% | 6.87% | -0.43% | 0.32% | 2.63% | -1.31% | 2.32% | -6.23% | -3.15% | 8.37% | 0.78% | -1.66% | 5.22% |
| 2014 | -3.10% | 4.71% | -1.59% | 0.17% | 3.02% | 2.49% | -1.51% | 4.53% | -1.38% | 1.66% | 2.70% | -0.38% | 11.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCDGX is 28, 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.
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Dividends
Dividend History
DWS Core Equity Fund provided a 9.16% dividend yield over the last twelve months, with an annual payout of $3.10 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.10 | $3.12 | $1.59 | $2.42 | $4.73 | $2.05 | $1.44 | $3.22 | $1.70 | $1.67 | $2.04 | $1.64 |
Dividend yield | 9.16% | 9.11% | 5.12% | 9.28% | 14.09% | 6.70% | 5.08% | 14.12% | 6.15% | 6.92% | 8.73% | 6.78% |
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 | $0.05 | $0.00 | $0.00 | $0.05 | |||||||
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.90 | $3.12 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.38 | $1.59 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.22 | $2.42 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $4.51 | $4.73 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.79 | $2.05 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.17 | $1.44 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $2.99 | $3.22 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.47 | $1.70 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.48 | $1.67 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.88 | $2.04 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.51 | $1.64 |
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 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 55.21%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.
The current DWS Core Equity Fund drawdown is 5.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.21% | Oct 10, 2007 | 354 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1118 |
| -44.62% | May 14, 1999 | 858 | Oct 9, 2002 | 1018 | Oct 26, 2006 | 1876 |
| -35.07% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 26, 2020 | 132 |
| -26.02% | Aug 26, 1987 | 73 | Dec 4, 1987 | 357 | Apr 18, 1989 | 430 |
| -22.77% | Dec 30, 2021 | 190 | Sep 30, 2022 | 293 | Nov 30, 2023 | 483 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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