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Performance
SCPIX Performance Chart
DWS S&P 500 Index Fund (SCPIX) is up 10.1% since the beginning of the year. SCPIX is currently trading at $59 per share. Investors who bought $1,000 worth of SCPIX shares 5 years ago would now be looking at an investment worth $1,893.
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Returns By Period
DWS S&P 500 Index Fund (SCPIX) has returned 10.06% so far this year and 26.84% over the past 12 months. Looking at the last ten years, SCPIX has achieved an annualized return of 15.49%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
DWS S&P 500 Index Fund
- 1D
- 1.09%
- 1M
- 0.44%
- YTD
- 10.06%
- 6M
- 9.55%
- 1Y
- 26.84%
- 3Y*
- 20.54%
- 5Y*
- 13.61%
- 10Y*
- 15.49%
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%
SCPIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1998, SCPIX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +12.8%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SCPIX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.87% | -1.22% | -4.99% | 10.47% | 5.25% | -0.98% | 10.06% | ||||||
| 2025 | 2.77% | -1.32% | -5.91% | -0.72% | 6.26% | 5.07% | 2.23% | 1.99% | 3.63% | 2.31% | 0.23% | 0.02% | 17.21% |
| 2024 | 1.65% | 5.32% | 3.20% | -4.10% | 4.93% | 3.56% | 1.18% | 2.40% | 2.12% | -0.94% | 5.85% | -2.41% | 24.65% |
| 2023 | 6.28% | -2.47% | 3.65% | 1.53% | 0.40% | 6.58% | 3.18% | -1.59% | -4.80% | -2.11% | 9.09% | 4.54% | 25.97% |
| 2022 | -5.22% | -3.03% | 3.70% | -8.75% | 0.18% | -8.30% | 9.21% | -4.10% | -9.24% | 8.09% | 5.56% | -5.89% | -18.46% |
| 2021 | -1.05% | 2.76% | 4.37% | 5.28% | 0.68% | 1.86% | 2.35% | 3.01% | -4.68% | 6.98% | -0.71% | 4.53% | 27.85% |
Benchmark Metrics
DWS S&P 500 Index Fund has an annualized alpha of 1.48%, beta of 1.00, and R2 of 1.00 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.
- This fund captured 104.82% of S&P 500 Index gains but only 97.82% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 1.00, 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
- 1.48%
- Beta
- 1.00
- R²
- 1.00
- Upside Capture
- 104.82%
- Downside Capture
- 97.82%
Expense Ratio
SCPIX has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SCPIX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS S&P 500 Index Fund (SCPIX) 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.
| SCPIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.78 | +0.21 |
| Martin ratioReturn relative to average drawdown | 13.44 | 12.44 | +1.00 |
Dividends
Dividend History
DWS S&P 500 Index Fund provided a 3.95% dividend yield over the last twelve months, with an annual payout of $2.35 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.35 | $2.21 | $2.71 | $2.92 | $1.93 | $2.37 | $2.56 | $2.66 | $2.20 | $1.85 | $1.29 | $1.02 |
Dividend yield | 3.95% | 4.09% | 5.65% | 7.18% | 5.57% | 5.28% | 6.91% | 7.88% | 8.14% | 6.05% | 4.83% | 4.04% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS S&P 500 Index 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 | $0.13 | $0.00 | $0.00 | $0.00 | $0.13 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $1.95 | $2.21 |
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $2.28 | $2.71 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $2.55 | $2.92 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.45 | $1.93 |
| 2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $2.01 | $2.37 |
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 S&P 500 Index 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 S&P 500 Index Fund was 55.46%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current DWS S&P 500 Index Fund drawdown is 1.38%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.46%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
Dot-com crash2000–2002 | -48.15%Oct 2002 | 2y 6mo | 4y 1mo | 6y 8moMar 2000 - Dec 2006 |
COVID crash2020 | -33.85%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -24.66%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.60%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
Drawdown Indicators
| SCPIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -56.78% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -9.10% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -18.99% | -18.90% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -25.43% | +0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -33.92% | +0.07% |
Current DrawdownCurrent decline from peak | -1.38% | -1.80% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -10.71% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.03% | -0.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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