DWS S&P 500 Index Fund (SCPIX)
Under normal circumstances, the advisor intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500 Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index. The Portfolio's securities are weighted to attempt to make the Portfolio's total investment characteristics similar to those of the index as a whole.
Fund Info
US25159R8741
Aug 29, 1997
$2,500
Large-Cap
Blend
Expense Ratio
SCPIX features an expense ratio of 0.29%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS S&P 500 Index 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 S&P 500 Index Fund had a return of -0.62% year-to-date (YTD) and 18.20% in the last 12 months. Over the past 10 years, DWS S&P 500 Index Fund had an annualized return of 8.02%, while the S&P 500 had an annualized return of 11.24%, indicating that DWS S&P 500 Index Fund did not perform as well as the benchmark.
SCPIX
-0.62%
-7.38%
-0.67%
18.20%
8.04%
8.02%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of SCPIX, 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 | 1.65% | 5.32% | 3.20% | -4.10% | 4.93% | 3.44% | 1.18% | 2.40% | 2.12% | -0.94% | 5.85% | -6.47% | 19.32% |
| 2023 | 6.28% | -2.47% | 3.65% | 1.53% | 0.40% | 6.58% | 3.18% | -1.59% | -4.80% | -2.11% | 9.09% | -1.39% | 18.82% |
| 2022 | -5.22% | -3.03% | 3.70% | -8.75% | 0.18% | -8.67% | 9.21% | -4.10% | -9.24% | 8.09% | 5.56% | -9.22% | -21.66% |
| 2021 | -1.05% | 2.76% | 4.37% | 5.28% | 0.68% | 1.86% | 2.35% | 3.01% | -4.68% | 6.98% | -0.71% | 0.18% | 22.54% |
| 2020 | -0.06% | -8.28% | -12.31% | 12.80% | 4.74% | 0.75% | 5.60% | 7.17% | -3.82% | -2.68% | 10.91% | -0.68% | 11.63% |
| 2019 | 8.01% | 3.18% | 1.92% | 4.01% | -6.37% | 6.13% | 1.43% | -1.62% | 1.84% | 2.16% | 3.59% | 0.16% | 26.44% |
| 2018 | 5.69% | -3.68% | -2.58% | 0.36% | 2.37% | 0.26% | 3.68% | 3.23% | 0.54% | -6.86% | 2.00% | -13.82% | -9.99% |
| 2017 | 1.87% | 3.93% | 0.07% | 0.99% | 1.37% | -0.14% | 2.02% | 0.27% | 2.05% | 2.31% | 3.04% | -2.49% | 16.22% |
| 2016 | -5.03% | -0.17% | 6.77% | 0.35% | 1.76% | 0.08% | 3.66% | 0.11% | -0.02% | -1.87% | 3.69% | -1.20% | 7.92% |
| 2015 | -3.03% | 5.70% | -2.03% | 0.92% | 1.25% | -1.97% | 2.11% | -6.06% | -2.47% | 8.37% | 0.30% | -3.94% | -1.74% |
| 2014 | -3.46% | 4.51% | 0.82% | 0.72% | 2.27% | 2.04% | -1.38% | 3.97% | -1.44% | 2.40% | 2.64% | -4.93% | 7.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, SCPIX is among the top 19% of 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 S&P 500 Index Fund (SCPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS S&P 500 Index Fund provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.51 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 | $0.51 | $0.51 | $0.50 | $0.46 | $0.48 | $0.51 | $0.51 | $0.48 | $0.51 | $0.49 | $0.35 | $0.46 |
Dividend yield | 1.08% | 1.07% | 1.23% | 1.33% | 1.07% | 1.37% | 1.50% | 1.78% | 1.68% | 1.85% | 1.40% | 1.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.51 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.50 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.46 |
| 2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.48 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.51 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.51 |
| 2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.48 |
| 2017 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.51 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.19 | $0.49 |
| 2015 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.35 |
| 2014 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.18 | $0.46 |
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.
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 55.47%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.
The current DWS S&P 500 Index Fund drawdown is 7.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.47% | Oct 10, 2007 | 354 | Mar 9, 2009 | 882 | Sep 6, 2012 | 1236 |
| -47.99% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1045 | Dec 5, 2006 | 1679 |
| -33.85% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -26.71% | Dec 13, 2021 | 210 | Oct 12, 2022 | 399 | May 15, 2024 | 609 |
| -23.91% | Sep 21, 2018 | 65 | Dec 24, 2018 | 216 | Nov 1, 2019 | 281 |
Volatility
Volatility Chart
The current DWS S&P 500 Index Fund volatility is 5.80%, 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.