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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS Global Small Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
DWS Global Small Cap Fund (SGSCX) has returned 2.01% so far this year and 29.96% over the past 12 months. Over the last ten years, SGSCX has returned 6.87% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
DWS Global Small Cap Fund
- 1D
- -0.97%
- 1M
- -8.80%
- YTD
- 2.01%
- 6M
- 7.39%
- 1Y
- 29.96%
- 3Y*
- 14.87%
- 5Y*
- 5.54%
- 10Y*
- 6.87%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1992, SGSCX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +20.6%, while the worst month was Oct 2008 at -23.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SGSCX 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 | 8.51% | 3.08% | -8.80% | 2.01% | |||||||||
| 2025 | 2.12% | -4.84% | -2.90% | 0.56% | 5.45% | 5.83% | -0.34% | 5.09% | 2.96% | -0.35% | 3.23% | 2.34% | 20.22% |
| 2024 | -3.25% | 2.89% | 3.76% | -6.74% | 6.21% | -2.47% | 8.43% | -0.67% | 1.53% | -2.02% | 7.13% | -8.00% | 5.35% |
| 2023 | 10.07% | -1.34% | -2.18% | -0.26% | -2.42% | 8.24% | 7.54% | -3.04% | -6.57% | -5.60% | 9.30% | 10.78% | 24.62% |
| 2022 | -8.43% | -0.88% | 0.55% | -8.02% | -0.99% | -11.41% | 9.18% | -3.81% | -11.12% | 7.53% | 7.83% | -5.43% | -24.63% |
| 2021 | 0.16% | 5.16% | 1.27% | 3.95% | 0.44% | 0.96% | -0.17% | 1.51% | -3.55% | 3.91% | -3.93% | 4.91% | 15.10% |
Benchmark Metrics
DWS Global Small Cap Fund has an annualized alpha of 1.76%, beta of 0.82, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since January 03, 1992.
- Alpha
- 1.76%
- Beta
- 0.82
- R²
- 0.69
- Upside Capture
- 104.63%
- Downside Capture
- 104.27%
Expense Ratio
SGSCX has a high expense ratio of 1.12%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SGSCX 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS Global Small Cap Fund (SGSCX) and compare them to a chosen benchmark (S&P 500 Index).
| SGSCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.90 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.39 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.40 | +0.72 |
Martin ratioReturn relative to average drawdown | 9.09 | 6.61 | +2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SGSCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
DWS Global Small Cap Fund provided a 10.17% dividend yield over the last twelve months, with an annual payout of $3.41 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.41 | $3.41 | $1.92 | $1.56 | $1.39 | $6.01 | $0.13 | $0.09 | $4.71 | $4.36 | $2.73 | $2.32 |
Dividend yield | 10.17% | 10.37% | 6.35% | 5.12% | 5.42% | 16.72% | 0.36% | 0.29% | 18.31% | 11.13% | 7.52% | 6.04% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Global Small Cap 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 | $0.00 | $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 | $3.41 | $3.41 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.92 | $1.92 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $1.56 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $1.39 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.01 | $6.01 |
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 Global Small Cap 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 Global Small Cap Fund was 62.26%, occurring on Mar 9, 2009. Recovery took 992 trading sessions.
The current DWS Global Small Cap Fund drawdown is 9.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.26% | Nov 1, 2007 | 339 | Mar 9, 2009 | 992 | Feb 14, 2013 | 1331 |
| -62.19% | Mar 13, 2000 | 647 | Oct 9, 2002 | 815 | Jan 4, 2006 | 1462 |
| -45.98% | Jan 29, 2018 | 541 | Mar 23, 2020 | 181 | Dec 8, 2020 | 722 |
| -33.72% | Nov 9, 2021 | 222 | Sep 27, 2022 | 531 | Nov 6, 2024 | 753 |
| -32.48% | Apr 23, 1998 | 118 | Oct 8, 1998 | 69 | Jan 19, 1999 | 187 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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