- ISIN
- US25157M6874
- CUSIP
- 25157M687
- Issuer
- DWS
- Inception Date
- May 31, 1929
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000,000
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SUWIX Performance Chart
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 $1,861.
Loading charts...
Returns By Period
DWS Core Equity Fund Class I (SUWIX) has returned 12.05% so far this year and 30.56% 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.
DWS Core Equity Fund Class I
- 1D
- -0.05%
- 1M
- 6.29%
- YTD
- 12.05%
- 6M
- 12.10%
- 1Y
- 30.56%
- 3Y*
- 21.23%
- 5Y*
- 13.23%
- 10Y*
- 15.12%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
SUWIX Monthly Returns History
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.86% | -1.82% | -4.73% | 10.42% | 6.51% | 0.00% | 12.05% | ||||||
| 2025 | 3.03% | -2.12% | -6.36% | -1.36% | 6.13% | 5.56% | 2.69% | 1.74% | 3.87% | 2.43% | 0.23% | 0.04% | 16.32% |
| 2024 | 1.80% | 5.24% | 3.90% | -5.27% | 5.65% | 2.49% | 1.16% | 1.09% | 2.11% | -1.79% | 6.88% | -4.08% | 20.06% |
| 2023 | 6.44% | -2.49% | 2.75% | 0.68% | -0.00% | 6.67% | 3.73% | -1.88% | -4.08% | -2.00% | 9.10% | 5.02% | 25.57% |
| 2022 | -5.59% | -0.79% | 3.61% | -8.47% | -0.10% | -7.96% | 8.62% | -3.20% | -9.51% | 9.70% | 5.37% | -6.08% | -15.62% |
| 2021 | -0.36% | 1.41% | 3.98% | 5.28% | 1.30% | 2.67% | 1.93% | 1.98% | -4.67% | 6.82% | -1.99% | 5.17% | 25.53% |
Benchmark Metrics
DWS Core Equity Fund Class I has an annualized alpha of 1.33%, 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 109.65% 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.
- Alpha
- 1.33%
- Beta
- 1.03
- R²
- 0.98
- Upside Capture
- 109.65%
- Downside Capture
- 102.26%
Expense Ratio
SUWIX has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SUWIX ranks 75 for risk / return — better than 75% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for DWS Core Equity Fund Class I (SUWIX) and compare them to S&P 500 Index.
| SUWIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.41 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.36 | 2.93 | +0.43 |
| Martin ratioReturn relative to average drawdown | 14.59 | 13.52 | +1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.82 | $3.78 | $3.11 | $1.59 | $2.41 | $4.73 | $2.06 | $2.52 | $3.23 | $1.70 | $1.68 | $2.05 |
Dividend yield | 9.45% | 10.46% | 9.08% | 5.10% | 9.25% | 14.07% | 6.70% | 8.89% | 14.12% | 6.16% | 6.95% | 8.77% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.04 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $3.63 | $3.78 |
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.90 | $3.11 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.38 | $1.59 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $2.22 | $2.41 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $4.51 | $4.73 |
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.
Loading charts...
Worst Drawdowns
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 current DWS Core Equity Fund Class I drawdown is 0.05%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.10%Mar 2009 | 1y 5mo | 3y 11d | 4y 5moOct 2007 - Mar 2012 |
COVID crash2020 | -35.09%Mar 2020 | 1mo 2d | 5mo 6d | 6mo 8dFeb 2020 - Aug 2020 |
Bear market2022 | -22.78%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Nov 2023 |
Rate-hike selloffLate 2018 | -21.36%Dec 2018 | 2mo 21d | 5mo 28d | 8mo 19dOct 2018 - Jun 2019 |
2025 selloff2025 | -20.71%Apr 2025 | 4mo 4d | 2mo 26d | 7moDec 2024 - Jul 2025 |
Drawdown Indicators
| SUWIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.10% | -56.78% | +1.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -9.10% | -0.32% |
Max Drawdown (3Y)Largest decline over 3 years | -20.71% | -18.90% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -25.43% | +2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -33.92% | -1.17% |
Current DrawdownCurrent decline from peak | -0.05% | -0.74% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -10.72% | +4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 1.97% | +0.19% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SUWIX
Add DWS Core Equity Fund Class I to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SUWIX