- ISIN
- US25157M4069
- Issuer
- DWS
- Inception Date
- Jul 14, 2000
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SCGSX Performance Chart
DWS Capital Growth Fund (SCGSX) is up 4.4% since the beginning of the year. SCGSX is currently trading at $134 per share. Investors who bought $1,000 worth of SCGSX shares 5 years ago would now be looking at an investment worth $1,602.
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Returns By Period
DWS Capital Growth Fund (SCGSX) has returned 4.40% so far this year and 15.25% over the past 12 months. Looking at the last ten years, SCGSX has achieved an annualized return of 15.92%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
DWS Capital Growth Fund
- 1D
- 1.91%
- 1M
- 0.62%
- YTD
- 4.40%
- 6M
- 4.19%
- 1Y
- 15.25%
- 3Y*
- 18.08%
- 5Y*
- 9.89%
- 10Y*
- 15.92%
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%
SCGSX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2001, SCGSX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +13.9%, while the worst month was Oct 2008 at -16.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SCGSX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +11.1%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.95% | -4.52% | -5.78% | 12.70% | 5.57% | -1.53% | 4.40% | ||||||
| 2025 | 2.97% | -2.54% | -8.37% | 1.38% | 8.26% | 6.32% | 3.08% | -0.05% | 2.33% | 2.59% | -2.08% | -1.13% | 12.34% |
| 2024 | 3.12% | 6.00% | 2.12% | -4.98% | 4.87% | 5.26% | -1.08% | 2.76% | 2.33% | -0.43% | 5.99% | -1.76% | 26.27% |
| 2023 | 8.58% | -1.87% | 6.65% | 0.85% | 4.10% | 5.83% | 2.91% | -1.23% | -5.73% | -1.24% | 11.32% | 4.22% | 38.61% |
| 2022 | -9.20% | -4.10% | 3.14% | -12.54% | -2.37% | -7.81% | 11.65% | -5.55% | -10.58% | 5.25% | 4.98% | -6.18% | -30.88% |
| 2021 | -1.27% | 0.51% | 0.96% | 6.92% | -1.88% | 6.70% | 3.47% | 2.51% | -5.13% | 7.97% | -0.73% | 1.19% | 22.41% |
Benchmark Metrics
DWS Capital Growth Fund has an annualized alpha of 1.35%, beta of 1.00, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since January 02, 2001.
- This fund captured 107.20% of S&P 500 Index gains and 101.02% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.00 and R2 of 0.92, 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
- 1.35%
- Beta
- 1.00
- R²
- 0.92
- Upside Capture
- 107.20%
- Downside Capture
- 101.02%
Expense Ratio
SCGSX has an expense ratio of 0.66%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SCGSX ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS Capital Growth Fund (SCGSX) 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.
| SCGSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.78 | -1.97 |
| Martin ratioReturn relative to average drawdown | 2.58 | 12.44 | -9.86 |
Dividends
Dividend History
DWS Capital Growth Fund provided a 7.30% dividend yield over the last twelve months, with an annual payout of $9.79 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.79 | $9.79 | $11.14 | $7.60 | $6.40 | $8.46 | $6.21 | $5.07 | $11.16 | $7.06 | $5.70 | $7.72 |
Dividend yield | 7.30% | 7.62% | 9.06% | 7.18% | 7.81% | 6.64% | 5.59% | 5.98% | 17.00% | 9.08% | 8.49% | 11.02% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Capital Growth 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 | $9.79 | $9.79 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.14 | $11.14 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.60 | $7.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.40 | $6.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.46 | $8.46 |
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 Capital Growth 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 Capital Growth Fund was 50.63%, occurring on Oct 9, 2002. Recovery took 2102 trading sessions.
The current DWS Capital Growth Fund drawdown is 3.25%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -50.63%Oct 2002 | 1y 8mo | 8y 4mo | 10y 22dJan 2001 - Feb 2011 |
Bear market2022 | -35.81%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
COVID crash2020 | -30.24%Mar 2020 | 1mo 2d | 2mo 17d | 3mo 19dFeb 2020 - Jun 2020 |
Rate-hike selloffLate 2018 | -22.79%Dec 2018 | 2mo 23d | 3mo 19d | 6mo 12dOct 2018 - Apr 2019 |
2025 selloff2025 | -21.75%Apr 2025 | 1mo 19d | 2mo 19d | 4mo 8dFeb 2025 - Jun 2025 |
Drawdown Indicators
| SCGSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -56.78% | +6.15% |
Max Drawdown (1Y)Largest decline over 1 year | -18.09% | -9.10% | -8.99% |
Max Drawdown (3Y)Largest decline over 3 years | -21.75% | -18.90% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -35.81% | -25.43% | -10.38% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -33.92% | -1.89% |
Current DrawdownCurrent decline from peak | -3.25% | -1.80% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -12.78% | -10.71% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 2.03% | +3.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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