DWS Small Cap Core Fund (SSLCX)

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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.

DWS Small Cap Core Fund (SSLCX) has returned 0.38% so far this year and 8.58% over the past 12 months. Over the last ten years, SSLCX has returned 9.91% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2001, SSLCX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Oct 2011 with a return of +16.3%, while the worst month was Mar 2020 at -25.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SSLCX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -12.9%.

DWS Small Cap Core Fund has an annualized alpha of 1.89%, beta of 1.03, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

• This fund captured 113.87% of S&P 500 Index gains and 105.79% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.03 and R² of 0.76, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SSLCX has a high expense ratio of 0.95%, indicating above-average management fees.

SSLCX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for DWS Small Cap Core Fund (SSLCX) and compare them to a chosen benchmark (S&P 500 Index).

DWS Small Cap Core Fund provided a 1.20% dividend yield over the last twelve months, with an annual payout of $0.63 per share.

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.

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 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 63.14%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.

The current DWS Small Cap Core Fund drawdown is 5.55%.

The chart below shows the rolling one-month volatility.