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DFRPX vs. KTCAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFRPX vs. KTCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Floating Rate Fund Class S (DFRPX) and DWS Science and Technology Fund (KTCAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


DFRPX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

KTCAX

1D
-0.88%
1M
14.24%
YTD
28.52%
6M
25.94%
1Y
53.44%
3Y*
36.74%
5Y*
19.67%
10Y*
23.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFRPX vs. KTCAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DFRPX
DWS Floating Rate Fund Class S
0.38%3.45%7.72%11.42%-1.52%3.75%0.89%8.69%-0.58%1.57%
KTCAX
DWS Science and Technology Fund
28.52%21.21%40.51%57.73%-36.66%22.68%46.12%42.35%-1.03%35.79%

Correlation

The correlation between DFRPX and KTCAX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2007

0.22

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Return for Risk

DFRPX vs. KTCAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFRPX

KTCAX
KTCAX Risk / Return Rank: 6868
Overall Rank
KTCAX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
KTCAX Sortino Ratio Rank: 6565
Sortino Ratio Rank
KTCAX Omega Ratio Rank: 6262
Omega Ratio Rank
KTCAX Calmar Ratio Rank: 7474
Calmar Ratio Rank
KTCAX Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFRPX vs. KTCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Floating Rate Fund Class S (DFRPX) and DWS Science and Technology Fund (KTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DFRPX vs. KTCAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DFRPXKTCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

Drawdowns

DFRPX vs. KTCAX - Drawdown Comparison


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Drawdown Indicators


DFRPXKTCAXDifference

Max Drawdown

Largest peak-to-trough decline

-82.20%

Max Drawdown (1Y)

Largest decline over 1 year

-16.60%

Max Drawdown (3Y)

Largest decline over 3 years

-25.52%

Max Drawdown (5Y)

Largest decline over 5 years

-42.37%

Max Drawdown (10Y)

Largest decline over 10 years

-42.37%

Current Drawdown

Current decline from peak

-0.88%

Average Drawdown

Average peak-to-trough decline

-27.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.77%

Volatility

DFRPX vs. KTCAX - Volatility Comparison


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Volatility by Period


DFRPXKTCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.04%

Volatility (6M)

Calculated over the trailing 6-month period

16.50%

Volatility (1Y)

Calculated over the trailing 1-year period

20.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.09%

DFRPX vs. KTCAX - Expense Ratio Comparison

DFRPX has a 0.87% expense ratio, which is lower than KTCAX's 0.89% expense ratio.


Dividends

DFRPX vs. KTCAX - Dividend Comparison

DFRPX's dividend yield for the trailing twelve months is around 5.11%, less than KTCAX's 6.48% yield.


PositionTTM20252024202320222021202020192018201720162015
DFRPX
DWS Floating Rate Fund Class S
5.11%5.99%8.67%8.22%4.25%3.31%3.75%4.80%4.21%4.39%4.76%4.63%
KTCAX
DWS Science and Technology Fund
6.48%8.32%10.15%11.73%6.31%10.93%7.36%8.99%14.35%4.50%2.32%11.97%

Frequently Asked Questions


DFRPX and KTCAX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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