SCGSX vs. SHYTX
Compare and contrast key facts about DWS Capital Growth Fund (SCGSX) and DWS Strategic High Yield Tax (SHYTX).
SCGSX is managed by DWS. It was launched on Jul 14, 2000. SHYTX is managed by DWS. It was launched on Jan 21, 1987.
Performance
SCGSX vs. SHYTX - Performance Comparison
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SCGSX vs. SHYTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCGSX DWS Capital Growth Fund | -14.32% | 12.34% | 26.27% | 38.61% | -30.88% | 22.41% | 38.60% | 36.98% | -1.96% | 26.27% |
SHYTX DWS Strategic High Yield Tax | -0.53% | 4.05% | 5.47% | 7.64% | -17.22% | 5.44% | 5.04% | 9.64% | -0.46% | 5.99% |
Returns By Period
In the year-to-date period, SCGSX achieves a -14.32% return, which is significantly lower than SHYTX's -0.53% return. Over the past 10 years, SCGSX has outperformed SHYTX with an annualized return of 13.55%, while SHYTX has yielded a comparatively lower 2.15% annualized return.
SCGSX
- 1D
- -0.87%
- 1M
- -9.41%
- YTD
- -14.32%
- 6M
- -14.91%
- 1Y
- 4.68%
- 3Y*
- 14.02%
- 5Y*
- 7.30%
- 10Y*
- 13.55%
SHYTX
- 1D
- 0.19%
- 1M
- -2.53%
- YTD
- -0.53%
- 6M
- 1.41%
- 1Y
- 3.78%
- 3Y*
- 4.44%
- 5Y*
- 0.37%
- 10Y*
- 2.15%
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SCGSX vs. SHYTX - Expense Ratio Comparison
SCGSX has a 0.66% expense ratio, which is higher than SHYTX's 0.59% expense ratio.
Return for Risk
SCGSX vs. SHYTX — Risk / Return Rank
SCGSX
SHYTX
SCGSX vs. SHYTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Capital Growth Fund (SCGSX) and DWS Strategic High Yield Tax (SHYTX). 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.
| SCGSX | SHYTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.67 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.91 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.66 | -0.57 |
Martin ratioReturn relative to average drawdown | 0.31 | 2.01 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCGSX | SHYTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.67 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.07 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.43 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.23 | -0.85 |
Correlation
The correlation between SCGSX and SHYTX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SCGSX vs. SHYTX - Dividend Comparison
SCGSX's dividend yield for the trailing twelve months is around 8.90%, more than SHYTX's 5.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGSX DWS Capital Growth Fund | 8.90% | 7.62% | 9.06% | 7.18% | 7.81% | 6.64% | 5.59% | 5.98% | 17.00% | 9.08% | 8.49% | 11.02% |
SHYTX DWS Strategic High Yield Tax | 5.52% | 5.59% | 4.01% | 3.14% | 2.90% | 2.88% | 4.44% | 4.87% | 4.35% | 3.49% | 4.29% | 4.79% |
Drawdowns
SCGSX vs. SHYTX - Drawdown Comparison
The maximum SCGSX drawdown since its inception was -50.63%, which is greater than SHYTX's maximum drawdown of -27.17%. Use the drawdown chart below to compare losses from any high point for SCGSX and SHYTX.
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Drawdown Indicators
| SCGSX | SHYTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -27.17% | -23.46% |
Max Drawdown (1Y)Largest decline over 1 year | -18.09% | -5.90% | -12.19% |
Max Drawdown (5Y)Largest decline over 5 years | -35.81% | -22.59% | -13.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -22.59% | -13.22% |
Current DrawdownCurrent decline from peak | -18.09% | -3.06% | -15.03% |
Average DrawdownAverage peak-to-trough decline | -12.85% | -2.76% | -10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.25% | 1.93% | +3.32% |
Volatility
SCGSX vs. SHYTX - Volatility Comparison
DWS Capital Growth Fund (SCGSX) has a higher volatility of 5.48% compared to DWS Strategic High Yield Tax (SHYTX) at 1.40%. This indicates that SCGSX's price experiences larger fluctuations and is considered to be riskier than SHYTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCGSX | SHYTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 1.40% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 2.16% | +9.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 6.04% | +14.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.76% | 5.18% | +15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 5.00% | +15.40% |