SHYTX vs. SCGSX
Compare and contrast key facts about DWS Strategic High Yield Tax (SHYTX) and DWS Capital Growth Fund (SCGSX).
SHYTX is managed by DWS. It was launched on Jan 21, 1987. SCGSX is managed by DWS. It was launched on Jul 14, 2000.
Performance
SHYTX vs. SCGSX - Performance Comparison
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SHYTX vs. SCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, SHYTX achieves a -0.53% return, which is significantly higher than SCGSX's -14.32% return. Over the past 10 years, SHYTX has underperformed SCGSX with an annualized return of 2.15%, while SCGSX has yielded a comparatively higher 13.55% annualized return.
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%
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%
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SHYTX vs. SCGSX - Expense Ratio Comparison
SHYTX has a 0.59% expense ratio, which is lower than SCGSX's 0.66% expense ratio.
Return for Risk
SHYTX vs. SCGSX — Risk / Return Rank
SHYTX
SCGSX
SHYTX vs. SCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Strategic High Yield Tax (SHYTX) and DWS Capital Growth Fund (SCGSX). 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.
| SHYTX | SCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.23 | +0.44 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.49 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.07 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.09 | +0.57 |
Martin ratioReturn relative to average drawdown | 2.01 | 0.31 | +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
| SHYTX | SCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.23 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.35 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.67 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.38 | +0.85 |
Correlation
The correlation between SHYTX and SCGSX 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
SHYTX vs. SCGSX - Dividend Comparison
SHYTX's dividend yield for the trailing twelve months is around 5.52%, less than SCGSX's 8.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SHYTX vs. SCGSX - Drawdown Comparison
The maximum SHYTX drawdown since its inception was -27.17%, smaller than the maximum SCGSX drawdown of -50.63%. Use the drawdown chart below to compare losses from any high point for SHYTX and SCGSX.
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Drawdown Indicators
| SHYTX | SCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.17% | -50.63% | +23.46% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -18.09% | +12.19% |
Max Drawdown (5Y)Largest decline over 5 years | -22.59% | -35.81% | +13.22% |
Max Drawdown (10Y)Largest decline over 10 years | -22.59% | -35.81% | +13.22% |
Current DrawdownCurrent decline from peak | -3.06% | -18.09% | +15.03% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -12.85% | +10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 5.25% | -3.32% |
Volatility
SHYTX vs. SCGSX - Volatility Comparison
The current volatility for DWS Strategic High Yield Tax (SHYTX) is 1.40%, while DWS Capital Growth Fund (SCGSX) has a volatility of 5.48%. This indicates that SHYTX experiences smaller price fluctuations and is considered to be less risky than SCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHYTX | SCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 5.48% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.16% | 11.86% | -9.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.04% | 21.03% | -14.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.18% | 20.76% | -15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 20.40% | -15.40% |