DWS Core Equity Fund Class I (SUWIX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DWS Core Equity Fund Class I (SUWIX) is up 12.1% since the beginning of the year. SUWIX is currently trading at $40 per share. Investors who bought $1,000 worth of SUWIX shares 5 years ago would now be looking at an investment worth $1,853.

DWS Core Equity Fund Class I (SUWIX) has returned 12.10% so far this year and 30.63% over the past 12 months. Looking at the last ten years, SUWIX has achieved an annualized return of 15.12%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Jan 2, 2003, SUWIX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Oct 2011 with a return of +12.7%, while the worst month was Oct 2008 at -19.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SUWIX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.0%, while the worst single day was Mar 16, 2020 at -12.0%.

DWS Core Equity Fund Class I has an annualized alpha of 1.34%, beta of 1.03, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since January 03, 2003.

• This fund captured 109.69% of S&P 500 Index gains and 102.26% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.03 and R2 of 0.98, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

SUWIX has an expense ratio of 0.58%, placing it in the medium range.

SUWIX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for DWS Core Equity Fund Class I (SUWIX) and compare them to S&P 500 Index.

DWS Core Equity Fund Class I provided a 9.45% dividend yield over the last twelve months, with an annual payout of $3.82 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for DWS Core Equity Fund Class I. 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 Core Equity Fund Class I. 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 Core Equity Fund Class I was 55.10%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.

The chart below shows the rolling one-month volatility.