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DWS Core Equity Fund Class I (SUWIX) Sharpe Ratio: 1.70

Mutual Fund · Currency in USD · Last updated Jun 26, 2026

Under normal circumstances, the fund invests at least 80% of total assets in equities, primarily in large U.S. companies, focusing mainly on common stocks, using a systematic, research-based approach with fundamental alpha factors to maximize returns while maintaining a risk profile similar to the Russell 1000 Index.

SUWIX's Sharpe Ratio of 1.70 indicates that for each unit of volatility, it generates 1.70 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 26, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

SUWIX Sharpe Ratio Rank

SUWIX Sharpe Ratio Rank: 50.951
Average

SUWIX ranks above 50.9% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

SUWIX Sharpe Ratio Market Positioning

The chart shows SUWIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.16 or lower
  • Yellow zone (middle 50%): 1.16 to 2.07
  • Green zone (top 25%): 2.07 or higher
  • Top 1%: 3.98+
  • Median: 1.68 — half of all investments score higher

How it compares to other similar mutual funds

The table compares DWS Core Equity Fund Class I's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how SUWIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 26, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund3.31
VPMAXVanguard PRIMECAP Fund Admiral Shares3.04
POSKXPrimeCap Odyssey Stock Fund2.88
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio2.63
FTZIXFuller & Thaler Behavioral Unconstrained Equity Fund2.61
RESGXGlenmede Responsible ESG U.S. Equity Portfolio2.60
MISEXMidas Magic2.59
DHAMXCentre American Select Equity Fund2.59
ORDNXNorth Square Preferred and Income Securities Fund2.51
AMFEXAAMA Equity Fund2.47
SUWIXDWS Core Equity Fund Class I1.70

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows SUWIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SUWIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does SUWIX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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