DWS Capital Growth Fund (SCGSX)
The investment seeks to provide long-term growth of capital. The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500 Index (generally 500 of the largest companies in the U.S.) or the Russell 1000 Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values).
Fund Info
US25157M4069
Jul 14, 2000
$2,500
Large-Cap
Growth
Expense Ratio
SCGSX features an expense ratio of 0.66%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS Capital Growth 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 Capital Growth Fund had a return of -0.86% year-to-date (YTD) and 14.10% in the last 12 months. Over the past 10 years, DWS Capital Growth Fund had an annualized return of 5.76%, while the S&P 500 had an annualized return of 11.24%, indicating that DWS Capital Growth Fund did not perform as well as the benchmark.
SCGSX
-0.86%
-3.70%
-4.34%
14.10%
6.56%
5.76%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of SCGSX, 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 | 3.12% | 6.00% | 2.12% | -4.98% | 4.87% | 5.26% | -1.08% | 2.76% | 2.33% | -0.43% | 5.99% | -9.63% | 16.15% |
| 2023 | 8.58% | -1.87% | 6.65% | 0.85% | 4.10% | 5.83% | 2.91% | -1.23% | -5.73% | -1.24% | 11.32% | -2.90% | 29.14% |
| 2022 | -9.20% | -4.10% | 3.14% | -12.54% | -2.37% | -7.81% | 11.65% | -5.55% | -10.58% | 5.25% | 4.98% | -12.72% | -35.70% |
| 2021 | -1.27% | 0.51% | 0.96% | 6.92% | -1.88% | 6.70% | 3.47% | 2.51% | -5.13% | 7.97% | -0.73% | -5.11% | 14.79% |
| 2020 | 4.39% | -6.56% | -9.77% | 13.89% | 7.73% | 4.62% | 7.05% | 7.40% | -3.69% | -2.84% | 8.78% | -0.84% | 31.12% |
| 2019 | 9.24% | 4.75% | 2.85% | 4.90% | -5.78% | 7.11% | 1.75% | -0.02% | -0.38% | 1.70% | 4.43% | -3.48% | 29.42% |
| 2018 | 6.41% | -2.73% | -2.25% | 1.89% | 3.39% | 0.97% | 3.00% | 4.97% | 1.20% | -8.79% | 0.34% | -21.42% | -15.33% |
| 2017 | 3.27% | 4.45% | 0.33% | 2.50% | 2.62% | 0.16% | 2.98% | 0.82% | 0.65% | 2.42% | 2.87% | -7.23% | 16.47% |
| 2016 | -7.01% | -2.23% | 6.48% | -0.93% | 2.56% | -1.47% | 5.32% | 0.56% | 0.17% | -2.25% | 1.95% | -5.97% | -3.65% |
| 2015 | -1.04% | 7.24% | -0.47% | -0.14% | 2.95% | -1.54% | 3.01% | -6.61% | -2.78% | 8.69% | 1.15% | -11.38% | -2.57% |
| 2014 | -2.52% | 4.64% | -2.61% | -0.84% | 3.73% | 2.61% | -1.79% | 4.98% | -0.73% | 2.53% | 3.55% | -14.50% | -2.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCGSX is 58, 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 Capital Growth Fund (SCGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS Capital Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.26 | $0.19 | $0.54 | $0.36 | $0.40 | $0.32 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.31% | 0.29% | 0.69% | 0.53% | 0.57% | 0.44% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.11 | $0.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2014 | $0.32 | $0.32 |
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 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 60.00%, occurring on Oct 9, 2002. Recovery took 2721 trading sessions.
The current DWS Capital Growth Fund drawdown is 12.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60% | Nov 7, 2000 | 480 | Oct 9, 2002 | 2721 | Aug 1, 2013 | 3201 |
| -42.02% | Nov 22, 2021 | 277 | Dec 28, 2022 | 484 | Dec 4, 2024 | 761 |
| -33.32% | Oct 2, 2018 | 58 | Dec 24, 2018 | 280 | Feb 6, 2020 | 338 |
| -30.24% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -28.54% | Nov 28, 2014 | 300 | Feb 8, 2016 | 456 | Nov 28, 2017 | 756 |
Volatility
Volatility Chart
The current DWS Capital Growth Fund volatility is 10.17%, 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.