DWS Health and Wellness Fund (SCHLX)
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies in the health care and wellness sectors. It invests primarily in securities of U.S. companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While the fund invests mainly in common stocks, it may also invest up to 20% of total assets in U.S. Treasury and U.S. agency debt obligations.
Fund Info
US25159L5883
Mar 1, 1998
$2,500
Large-Cap
Growth
Expense Ratio
SCHLX has an expense ratio of 0.84%, 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 Health and Wellness Fund (SCHLX) returned -3.87% year-to-date (YTD) and -5.70% over the past 12 months. Over the past 10 years, SCHLX returned 5.17% annually, underperforming the S&P 500 benchmark at 10.84%.
SCHLX
-3.87%
-4.32%
-9.83%
-5.70%
2.43%
4.55%
5.17%
^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 SCHLX, 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 | 7.07% | 0.51% | -3.14% | -2.81% | -5.11% | -3.87% | |||||||
| 2024 | 2.78% | 2.80% | 2.01% | -3.77% | 2.99% | 2.53% | 1.82% | 5.66% | -2.76% | -4.05% | 0.78% | -6.46% | 3.62% |
| 2023 | -0.81% | -4.28% | 2.87% | 3.36% | -3.35% | 4.30% | 0.40% | -0.52% | -3.26% | -3.47% | 6.28% | 4.64% | 5.56% |
| 2022 | -8.87% | -0.56% | 4.81% | -5.80% | -0.05% | -1.83% | 3.04% | -4.89% | -3.05% | 8.18% | 4.70% | -1.78% | -7.22% |
| 2021 | 0.00% | -2.16% | 1.19% | 4.39% | -0.09% | 2.96% | 3.72% | 2.36% | -5.23% | 4.86% | -4.68% | 7.96% | 15.43% |
| 2020 | -2.41% | -6.02% | -4.11% | 12.71% | 4.94% | -0.91% | 3.91% | 1.87% | -0.54% | -3.95% | 6.72% | 3.75% | 15.40% |
| 2019 | 6.18% | 2.15% | 0.66% | -3.47% | -1.84% | 7.49% | -0.38% | -0.75% | -1.94% | 4.83% | 4.84% | 3.30% | 22.40% |
| 2018 | 6.36% | -4.83% | -1.76% | 0.45% | 2.61% | 1.82% | 5.35% | 4.06% | 1.86% | -7.62% | 5.34% | -8.74% | 3.50% |
| 2017 | 3.64% | 6.47% | -0.46% | 2.06% | -0.19% | 4.37% | 0.28% | 1.88% | 0.62% | -2.06% | 2.21% | -0.67% | 19.37% |
| 2016 | -10.75% | -2.36% | 2.39% | 2.83% | 2.41% | -0.72% | 6.17% | -3.78% | 0.74% | -8.24% | 2.01% | -0.07% | -10.21% |
| 2015 | 1.97% | 5.01% | 2.04% | -2.33% | 6.26% | -0.08% | 3.97% | -8.17% | -8.35% | 5.92% | 0.45% | 1.01% | 6.56% |
| 2014 | 3.16% | 6.81% | -3.71% | -1.74% | 3.01% | 3.23% | -0.25% | 5.92% | 0.05% | 5.33% | 3.67% | -0.90% | 26.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHLX is 2, meaning it’s performing worse than 98% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for DWS Health and Wellness Fund (SCHLX) 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 Health and Wellness Fund provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.48 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.48 | $2.09 | $0.70 | $3.91 | $3.76 | $3.85 | $4.03 | $2.45 | $0.95 | $6.30 | $3.29 |
Dividend yield | 1.24% | 1.19% | 5.29% | 1.77% | 9.02% | 9.13% | 9.88% | 11.48% | 6.52% | 2.84% | 16.39% | 7.83% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Health and Wellness 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 | $0.48 | $0.48 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 | $2.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.91 | $3.91 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.76 | $3.76 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.85 | $3.85 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.03 | $4.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.45 | $2.45 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.30 | $6.30 |
| 2014 | $3.29 | $3.29 |
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 Health and Wellness 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 Health and Wellness Fund was 45.46%, occurring on Jul 23, 2002. Recovery took 787 trading sessions.
The current DWS Health and Wellness Fund drawdown is 15.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.46% | Nov 9, 2000 | 421 | Jul 23, 2002 | 787 | Sep 7, 2005 | 1208 |
| -37.16% | Jan 11, 2008 | 288 | Mar 5, 2009 | 472 | Jan 18, 2011 | 760 |
| -27.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 34 | May 11, 2020 | 57 |
| -25.4% | Jul 21, 2015 | 143 | Feb 11, 2016 | 486 | Jan 17, 2018 | 629 |
| -23.22% | Mar 7, 2000 | 30 | Apr 17, 2000 | 51 | Jun 29, 2000 | 81 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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