DWS Global Small Cap Fund (SGSCX)
The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of small companies throughout the world (companies with market values similar to the smallest 30% of the aggregate market capitalization of the S&P Developed Broad Market Index).
Fund Info
US25156A4031
Sep 9, 1991
$2,500
Small-Cap
Blend
Expense Ratio
SGSCX has a high expense ratio of 1.12%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
DWS Global Small Cap Fund (SGSCX) returned 0.30% year-to-date (YTD) and 5.08% over the past 12 months. Over the past 10 years, SGSCX returned 3.77% annually, underperforming the S&P 500 benchmark at 10.85%.
SGSCX
0.30%
5.51%
-7.12%
5.08%
5.86%
9.17%
3.77%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SGSCX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.12% | -4.84% | -2.90% | 0.56% | 5.70% | 0.30% | |||||||
| 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% | 24.61% |
| 2022 | -8.43% | -0.88% | 0.55% | -8.02% | -0.99% | -11.41% | 9.18% | -3.81% | -11.11% | 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% |
| 2020 | -2.87% | -9.29% | -20.34% | 11.77% | 9.84% | 1.55% | 4.12% | 6.55% | -2.10% | 1.14% | 12.84% | 7.86% | 16.98% |
| 2019 | 10.26% | 3.28% | -1.20% | 3.66% | -8.33% | 6.69% | -0.92% | -4.37% | 2.05% | 4.65% | 3.07% | 2.78% | 22.29% |
| 2018 | 4.01% | -4.94% | -0.03% | 0.23% | 2.01% | 0.23% | -0.18% | 1.62% | -2.41% | -12.74% | -0.03% | -10.78% | -21.96% |
| 2017 | 2.23% | 1.40% | 0.98% | 1.81% | 1.57% | 1.45% | 1.80% | -0.64% | 3.96% | 0.05% | 2.36% | 1.30% | 19.80% |
| 2016 | -8.29% | -1.34% | 8.30% | 0.13% | 1.25% | -5.17% | 5.70% | 0.84% | 1.17% | -4.39% | 3.73% | 1.15% | 1.92% |
| 2015 | -1.69% | 6.99% | 1.01% | -0.58% | 2.56% | -0.98% | 1.57% | -5.78% | -4.83% | 4.09% | 1.00% | -1.79% | 0.87% |
| 2014 | -1.75% | 4.33% | -0.15% | -3.25% | 0.55% | 2.97% | -4.91% | 3.10% | -4.15% | -0.20% | -1.30% | 0.61% | -4.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SGSCX is 18, meaning it’s performing worse than 82% of other 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 Global Small Cap Fund (SGSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
DWS Global Small Cap Fund provided a 6.33% dividend yield over the last twelve months, with an annual payout of $1.92 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 | $1.92 | $1.92 | $1.56 | $1.39 | $6.01 | $0.13 | $0.09 | $4.71 | $4.36 | $2.74 | $2.32 | $3.88 |
Dividend yield | 6.33% | 6.35% | 5.12% | 5.42% | 16.72% | 0.36% | 0.29% | 18.31% | 11.13% | 7.52% | 6.04% | 9.62% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.71 | $4.71 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.36 | $4.36 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.74 | $2.74 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $2.32 |
| 2014 | $3.88 | $3.88 |
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 989 trading sessions.
The current DWS Global Small Cap Fund drawdown is 7.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.26% | Nov 1, 2007 | 338 | Mar 9, 2009 | 989 | Feb 12, 2013 | 1327 |
| -62.19% | Mar 13, 2000 | 644 | Oct 9, 2002 | 814 | Jan 4, 2006 | 1458 |
| -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 | 121 | Oct 8, 1998 | 73 | Jan 19, 1999 | 194 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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