DWS Small Cap Growth Fund (SSDAX)

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DWS Small Cap Growth Fund (SSDAX) is up 14.1% since the beginning of the year. SSDAX is currently trading at $38 per share. Investors who bought $1,000 worth of SSDAX shares 5 years ago would now be looking at an investment worth $1,196.

DWS Small Cap Growth Fund (SSDAX) has returned 14.10% so far this year and 29.98% over the past 12 months. Over the last ten years, SSDAX has returned 8.13% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 2, 2003, SSDAX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Oct 2011 with a return of +15.8%, while the worst month was Oct 2008 at -25.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SSDAX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -13.7%.

DWS Small Cap Growth Fund has an annualized alpha of -2.09%, beta of 1.08, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 03, 2003.

• This fund participated in 121.39% of S&P 500 Index downside but only 111.31% of its upside - more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.09% versus S&P 500 Index - delivering less than market exposure alone would predict.
• With beta of 1.08 and R2 of 0.78, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

SSDAX has a high expense ratio of 1.21%, indicating above-average management fees.

SSDAX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for DWS Small Cap Growth Fund (SSDAX) and compare them to S&P 500 Index.

DWS Small Cap Growth Fund provided a 3.97% dividend yield over the last twelve months, with an annual payout of $1.51 per share. The fund has been increasing its distributions for 3 consecutive years.

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

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.

The table below displays the maximum drawdowns of the DWS Small Cap Growth 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 Small Cap Growth Fund was 66.10%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.

The current DWS Small Cap Growth Fund drawdown is 0.65%.

The chart below shows the rolling one-month volatility.