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 has an expense ratio of 0.66%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
DWS Capital Growth Fund (SCGSX) returned 0.93% year-to-date (YTD) and 13.16% over the past 12 months. Over the past 10 years, SCGSX delivered an annualized return of 13.76%, outperforming the S&P 500 benchmark at 10.84%.
SCGSX
0.93%
8.65%
-0.16%
13.16%
16.52%
13.91%
13.76%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.97% | -2.54% | -8.37% | 1.38% | 8.27% | 0.93% | |||||||
| 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% |
| 2020 | 4.39% | -6.56% | -9.77% | 13.89% | 7.73% | 4.62% | 7.05% | 7.40% | -3.69% | -2.84% | 8.78% | 4.81% | 38.60% |
| 2019 | 9.24% | 4.75% | 2.85% | 4.90% | -5.78% | 7.11% | 1.75% | -0.02% | -0.38% | 1.70% | 4.43% | 2.15% | 36.98% |
| 2018 | 6.41% | -2.73% | -2.25% | 1.89% | 3.39% | 0.97% | 3.00% | 4.97% | 1.20% | -8.79% | 0.34% | -9.01% | -1.95% |
| 2017 | 3.27% | 4.45% | 0.33% | 2.50% | 2.62% | 0.16% | 2.98% | 0.82% | 0.65% | 2.42% | 2.87% | 0.58% | 26.28% |
| 2016 | -7.01% | -2.23% | 6.48% | -0.93% | 2.56% | -1.47% | 5.32% | 0.56% | 0.17% | -2.25% | 1.95% | 1.49% | 4.00% |
| 2015 | -1.04% | 7.24% | -0.47% | -0.14% | 2.95% | -1.54% | 3.01% | -6.61% | -2.78% | 8.69% | 1.15% | -1.67% | 8.10% |
| 2014 | -2.52% | 4.64% | -2.61% | -0.84% | 3.73% | 2.61% | -1.79% | 4.98% | -0.73% | 2.53% | 3.55% | -1.28% | 12.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCGSX is 49, 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.
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Dividends
Dividend History
DWS Capital Growth Fund provided a 8.98% dividend yield over the last twelve months, with an annual payout of $11.14 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 | $11.14 | $11.14 | $7.60 | $6.40 | $8.46 | $6.21 | $5.07 | $11.16 | $7.06 | $5.70 | $8.13 | $11.36 |
Dividend yield | 8.98% | 9.06% | 7.18% | 7.81% | 6.64% | 5.59% | 5.98% | 17.00% | 9.08% | 8.49% | 11.60% | 15.71% |
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 | $0.00 | $0.00 | $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 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.21 | $6.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $5.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.16 | $11.16 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.06 | $7.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.70 | $5.70 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.13 | $8.13 |
| 2014 | $11.36 | $11.36 |
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 54.56%, occurring on Oct 9, 2002. Recovery took 2496 trading sessions.
The current DWS Capital Growth Fund drawdown is 4.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.56% | Nov 7, 2000 | 478 | Oct 9, 2002 | 2496 | Sep 13, 2012 | 2974 |
| -35.81% | Nov 22, 2021 | 226 | Oct 14, 2022 | 329 | Feb 7, 2024 | 555 |
| -30.24% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -22.78% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -21.75% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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