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ISIN
US25156G4001
Issuer
DWS
Inception Date
May 7, 1996
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

SEMGX Performance Chart

DWS Emerging Markets Equity Fund (SEMGX) is up 36.1% since the beginning of the year. SEMGX is currently trading at $31 per share. Investors who bought $1,000 worth of SEMGX shares 5 years ago would now be looking at an investment worth $1,359.


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S&P 500 Index

Returns By Period

DWS Emerging Markets Equity Fund (SEMGX) has returned 36.11% so far this year and 61.54% over the past 12 months. Over the last ten years, SEMGX has returned 9.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


DWS Emerging Markets Equity Fund

1D
3.24%
1M
7.73%
YTD
36.11%
6M
38.64%
1Y
61.54%
3Y*
23.81%
5Y*
6.32%
10Y*
9.90%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SEMGX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1997, SEMGX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +20.1%, while the worst month was Oct 2008 at -28.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SEMGX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +13.9%, while the worst single day was Oct 15, 2008 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.38%3.84%-12.14%16.52%9.17%5.30%36.11%
20250.98%-0.11%0.38%0.54%4.82%5.26%-0.10%1.55%6.99%3.94%-1.81%3.55%28.85%
2024-3.63%3.52%3.28%-0.40%1.94%3.02%-0.92%1.75%5.12%-3.53%-1.38%-1.09%7.48%
202310.23%-8.23%3.25%-2.80%-4.02%5.06%4.76%-6.13%-2.54%-3.23%7.82%3.85%6.32%
2022-0.65%-5.92%-2.20%-6.59%2.08%-5.62%-2.04%0.52%-8.53%-6.43%15.35%-2.04%-21.66%
20212.84%1.54%-2.56%1.16%0.04%0.16%-7.00%0.97%-4.40%-0.57%-4.98%1.07%-11.60%

Benchmark Metrics

DWS Emerging Markets Equity Fund has an annualized alpha of 0.41%, beta of 0.72, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.

  • This fund participated in 104.73% of S&P 500 Index downside but only 93.37% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.48 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
0.41%
Beta
0.72
0.48
Upside Capture
93.37%
Downside Capture
104.73%

Expense Ratio

SEMGX has a high expense ratio of 0.98%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

SEMGX ranks 84 for risk / return — in the top 84% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SEMGX Risk / Return Rank: 8484
Overall Rank
SEMGX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SEMGX Sortino Ratio Rank: 7777
Sortino Ratio Rank
SEMGX Omega Ratio Rank: 8484
Omega Ratio Rank
SEMGX Calmar Ratio Rank: 8585
Calmar Ratio Rank
SEMGX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) 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.


SEMGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+0.61

Omega ratioGain probability vs. loss probability

1.52

1.37

+0.15

Calmar ratioReturn relative to maximum drawdown

3.82

2.78

+1.04

Martin ratioReturn relative to average drawdown

14.84

12.44

+2.40

Dividends

Dividend History

DWS Emerging Markets Equity Fund provided a 2.20% dividend yield over the last twelve months, with an annual payout of $0.69 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.69$0.69$0.03$0.37$0.35$0.37$0.30$0.41$0.13$0.13$0.08$0.03

Dividend yield

2.20%3.00%0.15%2.16%2.16%1.71%1.23%1.94%0.71%0.62%0.54%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for DWS Emerging Markets Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.69$0.69
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.37
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.35
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.37

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 Emerging Markets Equity 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 Emerging Markets Equity Fund was 67.21%, occurring on Nov 20, 2008. Recovery took 3012 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-67.21%Nov 2008
1y 20d11y 11mo
13y 12dNov 2007 - Nov 2020
Dot-com crash2000–2002
-54.11%Sep 2001
4y 1mo3y 1mo
7y 3moAug 1997 - Nov 2004
Bear market2022
-45.82%Oct 2022
1y 8mo3y 3mo
4y 11moFeb 2021 - Jan 2026
2006 bear market2006
-24.87%Jun 2006
1mo 5d5mo 19d
6mo 24dMay 2006 - Nov 2006
2007 correction2007
-18.33%Aug 2007
23d1mo 11d
2mo 4dJul 2007 - Sep 2007

Drawdown Indicators


SEMGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-67.21%

-56.78%

-10.43%

Max Drawdown (1Y)

Largest decline over 1 year

-16.11%

-9.10%

-7.01%

Max Drawdown (3Y)

Largest decline over 3 years

-18.37%

-18.90%

+0.53%

Max Drawdown (5Y)

Largest decline over 5 years

-40.94%

-25.43%

-15.51%

Max Drawdown (10Y)

Largest decline over 10 years

-45.82%

-33.92%

-11.90%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-25.22%

-10.71%

-14.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.13%

2.03%

+2.10%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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