- ISIN
- US25156A4031
- Issuer
- DWS
- Inception Date
- Sep 9, 1991
- Category
- Global Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
SGSCX Performance Chart
DWS Global Small Cap Fund (SGSCX) is up 21.5% since the beginning of the year. SGSCX is currently trading at $40 per share. Investors who bought $1,000 worth of SGSCX shares 5 years ago would now be looking at an investment worth $1,482.
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Returns By Period
DWS Global Small Cap Fund (SGSCX) has returned 21.49% so far this year and 41.28% over the past 12 months. Over the last ten years, SGSCX has returned 9.31% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
DWS Global Small Cap Fund
- 1D
- -0.03%
- 1M
- 1.29%
- YTD
- 21.49%
- 6M
- 19.89%
- 1Y
- 41.28%
- 3Y*
- 21.08%
- 5Y*
- 8.18%
- 10Y*
- 9.31%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
SGSCX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1992, SGSCX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 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% | -6.06% | 11.05% | 2.58% | 1.50% | 21.49% | ||||||
| 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 1.86%, beta of 0.82, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since January 02, 1992.
- Alpha
- 1.86%
- Beta
- 0.82
- R²
- 0.69
- Upside Capture
- 104.28%
- Downside Capture
- 103.87%
Expense Ratio
SGSCX has a high expense ratio of 1.12%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SGSCX ranks 87 for risk / return — in the top 87% 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 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.
| SGSCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.32 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.52 | 2.46 | +2.06 |
| Martin ratioReturn relative to average drawdown | 16.88 | 10.92 | +5.96 |
Dividends
Dividend History
DWS Global Small Cap Fund provided a 8.53% 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 | 8.53% | 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 | $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 0.27%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -62.26%Mar 2009 | 1y 4mo | 3y 11mo | 5y 3moNov 2007 - Feb 2013 |
Dot-com crash2000–2002 | -62.19%Oct 2002 | 2y 7mo | 3y 2mo | 5y 9moMar 2000 - Jan 2006 |
COVID crash2020 | -45.98%Mar 2020 | 2y 1mo | 8mo 20d | 2y 10moJan 2018 - Dec 2020 |
Bear market2022 | -33.72%Sep 2022 | 10mo 22d | 2y 1mo | 2y 12moNov 2021 - Nov 2024 |
1998 bear market1998 | -32.48%Oct 1998 | 5mo 18d | 3mo 13d | 9mo 1dApr 1998 - Jan 1999 |
Drawdown Indicators
| SGSCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.26% | -56.78% | -5.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -9.10% | -0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -22.37% | -18.90% | -3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -33.72% | -25.43% | -8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -45.98% | -33.92% | -12.06% |
Current DrawdownCurrent decline from peak | -0.27% | -3.21% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -14.10% | -10.71% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.04% | +0.50% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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