DWS Small Cap Core Fund (SSLCX)
The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of small U.S. companies with potential for above-average long-term total return. These companies are similar in size to the companies in the Russell 2000 Index (generally the 2,000 smallest companies out of the 3,000 largest companies in the U.S.). While it invests primarily in common stocks, it may invest up to 20% of its total assets in U.S. government securities.
Fund Info
US25157M8102
Jul 14, 2000
$2,500
Small-Cap
Blend
Expense Ratio
SSLCX has a high expense ratio of 0.95%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in DWS Small Cap Core Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
DWS Small Cap Core Fund had a return of 6.40% year-to-date (YTD) and 18.23% in the last 12 months. Over the past 10 years, DWS Small Cap Core Fund had an annualized return of 7.68%, while the S&P 500 had an annualized return of 11.31%, indicating that DWS Small Cap Core Fund did not perform as well as the benchmark.
SSLCX
6.40%
2.11%
11.50%
18.23%
12.59%
7.68%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SSLCX, 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 | 5.25% | 6.40% | |||||||||||
| 2024 | -1.44% | 2.05% | 2.99% | -5.47% | 3.81% | -2.91% | 10.22% | -1.87% | 0.40% | -0.54% | 10.41% | -7.40% | 8.98% |
| 2023 | 5.49% | 0.32% | -4.30% | -1.19% | -2.84% | 5.33% | 3.76% | -1.11% | -1.95% | -1.82% | 4.29% | 7.20% | 13.09% |
| 2022 | -9.21% | 1.66% | 0.58% | -4.33% | 1.39% | -8.43% | 9.00% | -2.11% | -6.23% | 6.95% | 3.25% | -5.79% | -14.18% |
| 2021 | 6.21% | 9.83% | 4.24% | 3.39% | 3.37% | 1.61% | -2.60% | 4.43% | -1.36% | 3.89% | -1.95% | 2.82% | 38.72% |
| 2020 | -4.28% | -8.67% | -25.45% | 12.68% | 8.90% | 1.84% | 7.70% | 3.09% | -2.28% | 2.96% | 15.87% | 8.76% | 14.65% |
| 2019 | 12.70% | 4.37% | -2.97% | 2.02% | -9.85% | 7.94% | -0.77% | -6.74% | 4.88% | 1.95% | 4.46% | 3.91% | 21.69% |
| 2018 | 2.73% | -6.19% | 1.97% | 1.80% | 6.04% | 1.61% | 2.12% | 2.95% | -1.76% | -11.66% | 0.52% | -17.77% | -18.72% |
| 2017 | 0.61% | 0.98% | 0.07% | 1.57% | -2.53% | 4.14% | -0.26% | -1.36% | 4.34% | 0.25% | 2.80% | -4.51% | 5.88% |
| 2016 | -5.72% | 1.16% | 8.55% | 1.87% | -0.24% | 0.00% | 6.71% | 0.49% | 0.78% | -3.92% | 10.66% | 3.15% | 24.69% |
| 2015 | -3.92% | 5.31% | 3.99% | -3.26% | 3.37% | 1.05% | 1.07% | -4.71% | -3.46% | 3.78% | 1.60% | -13.08% | -9.41% |
| 2014 | -5.38% | 4.10% | 0.45% | -2.26% | 0.76% | 4.40% | -5.61% | 3.81% | -7.45% | 8.10% | -0.07% | -3.53% | -3.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SSLCX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for DWS Small Cap Core Fund (SSLCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
DWS Small Cap Core Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.35 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.32 | $0.14 | $0.00 | $0.12 | $0.04 | $0.11 | $0.11 | $0.18 |
Dividend yield | 0.65% | 0.69% | 0.68% | 0.33% | 0.00% | 0.35% | 0.14% | 0.44% | 0.35% | 0.60% |
Monthly Dividends
The table displays the monthly dividend distributions for DWS Small Cap Core 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 | ||||||||||
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2016 | $0.18 | $0.18 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the DWS Small Cap Core 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 Core Fund was 71.95%, occurring on Mar 9, 2009. Recovery took 1330 trading sessions.
The current DWS Small Cap Core Fund drawdown is 1.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.95% | Dec 16, 2004 | 1060 | Mar 9, 2009 | 1330 | Jun 20, 2014 | 2390 |
| -50.78% | Sep 4, 2018 | 387 | Mar 18, 2020 | 195 | Dec 23, 2020 | 582 |
| -33.64% | May 6, 1998 | 112 | Oct 8, 1998 | 861 | Mar 4, 2002 | 973 |
| -31.55% | May 16, 2002 | 101 | Oct 9, 2002 | 217 | Aug 21, 2003 | 318 |
| -26.95% | Jun 24, 2015 | 161 | Feb 11, 2016 | 198 | Nov 22, 2016 | 359 |
Volatility
Volatility Chart
The current DWS Small Cap Core Fund volatility is 3.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.