DFRTX vs. SCDGX

Last updated Jun 4, 2026

DFRTX (DWS Floating Rate Fund) and SCDGX (DWS Core Equity Fund) are both mutual funds - DFRTX is a Bank Loan fund managed by DWS, while SCDGX is a Large Cap Blend Equities fund managed by DWS. At a 0.25 correlation, their price movements are largely independent. DFRTX charges 0.78%/yr vs 0.55%/yr for SCDGX.

Performance

DFRTX vs. SCDGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Floating Rate Fund (DFRTX) and DWS Core Equity Fund (SCDGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DFRTX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCDGX

• 1D: -0.05%
• 1M: 6.28%
• YTD: 12.07%
• 6M: 12.08%
• 1Y: 30.54%
• 3Y*: 21.23%
• 5Y*: 13.23%
• 10Y*: 15.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DFRTX vs. SCDGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DFRTX DWS Floating Rate Fund	0.51%	3.50%	7.82%	11.54%	-1.54%	3.85%	1.12%	8.66%	-0.49%	1.68%
SCDGX DWS Core Equity Fund	12.07%	16.32%	20.01%	25.55%	-15.61%	25.54%	16.14%	35.68%	-6.06%	21.52%

Correlation

The correlation between DFRTX and SCDGX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.30
Correlation (5Y) Calculated over the trailing 5-year period	0.33
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007	0.25

Return for Risk

DFRTX vs. SCDGX — Risk / Return Rank

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

SCDGX

SCDGX Risk / Return Rank: 76
SCDGX Sharpe Ratio Rank: 81
SCDGX Sortino Ratio Rank: 75
SCDGX Omega Ratio Rank: 72
SCDGX Calmar Ratio Rank: 74
SCDGX Martin Ratio Rank: 78

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.

DFRTX vs. SCDGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Floating Rate Fund (DFRTX) and DWS Core Equity Fund (SCDGX). 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.

Sharpe Ratios by Period

	DFRTX	SCDGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.63	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.78	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.54	—

Drawdowns

Drawdown Indicators

	DFRTX	SCDGX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.85%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.43%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.72%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.77%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.07%	—
Current Drawdown Current decline from peak	—	-0.05%	—
Average Drawdown Average peak-to-trough decline	—	-8.57%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.15%	—

Volatility

Volatility by Period

	DFRTX	SCDGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.16%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.02%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.08%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.40%	—

DFRTX vs. SCDGX - Expense Ratio Comparison

DFRTX has a 0.78% expense ratio, which is higher than SCDGX's 0.55% expense ratio.

Dividends

DFRTX vs. SCDGX - Dividend Comparison

DFRTX's dividend yield for the trailing twelve months is around 4.84%, less than SCDGX's 9.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DFRTX DWS Floating Rate Fund	4.84%	6.04%	8.77%	8.33%	4.36%	3.41%	3.84%	4.90%	4.30%	4.49%	4.86%	4.73%
SCDGX DWS Core Equity Fund	9.49%	10.50%	9.11%	5.12%	9.28%	14.09%	6.70%	8.88%	14.12%	6.15%	6.92%	8.72%

Frequently Asked Questions

Can I hold both DFRTX and SCDGX in my portfolio?

DFRTX and SCDGX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.