DFRTX vs. SCOBX

Last updated Jun 4, 2026

DFRTX (DWS Floating Rate Fund) and SCOBX (DWS International Growth Fund) are both mutual funds - DFRTX is a Bank Loan fund managed by DWS, while SCOBX is a Foreign Large Cap Equities fund managed by DWS. At a 0.30 correlation, their price movements are largely independent. DFRTX charges 0.78%/yr vs 0.92%/yr for SCOBX.

Performance

DFRTX vs. SCOBX - Performance Comparison

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

Returns By Period

DFRTX

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

SCOBX

• 1D: 0.19%
• 1M: 6.25%
• YTD: 8.60%
• 6M: 10.16%
• 1Y: 15.82%
• 3Y*: 13.87%
• 5Y*: 3.70%
• 10Y*: 7.63%

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

DFRTX vs. SCOBX - 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%
SCOBX DWS International Growth Fund	8.60%	19.45%	9.37%	15.76%	-29.24%	8.23%	22.49%	31.61%	-16.88%	25.45%

Correlation

The correlation between DFRTX and SCOBX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.34
Correlation (All Time) Calculated using the full available price history since Jul 2, 2007	0.30

Return for Risk

DFRTX vs. SCOBX — Risk / Return Rank

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

SCOBX

SCOBX Risk / Return Rank: 15
SCOBX Sharpe Ratio Rank: 14
SCOBX Sortino Ratio Rank: 15
SCOBX Omega Ratio Rank: 14
SCOBX Calmar Ratio Rank: 14
SCOBX Martin Ratio Rank: 17

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. SCOBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Floating Rate Fund (DFRTX) and DWS International Growth Fund (SCOBX). 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	SCOBX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.05	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.21	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.44	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.44	—

Drawdowns

Drawdown Indicators

	DFRTX	SCOBX	Difference
Max Drawdown Largest peak-to-trough decline	—	-62.65%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.41%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.86%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-40.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.92%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-11.53%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.42%	—

Volatility

Volatility by Period

	DFRTX	SCOBX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.41%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.37%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.06%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.52%	—

DFRTX vs. SCOBX - Expense Ratio Comparison

DFRTX has a 0.78% expense ratio, which is lower than SCOBX's 0.92% expense ratio.

Dividends

DFRTX vs. SCOBX - Dividend Comparison

DFRTX's dividend yield for the trailing twelve months is around 4.84%, more than SCOBX's 4.33% 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%
SCOBX DWS International Growth Fund	4.33%	4.70%	3.37%	1.57%	3.78%	3.70%	0.81%	1.01%	1.29%	0.46%	0.14%	0.00%

Frequently Asked Questions

Can I hold both DFRTX and SCOBX in my portfolio?

DFRTX and SCOBX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.