SUWIX vs. SEMGX
Compare and contrast key facts about DWS Core Equity Fund Class I (SUWIX) and DWS Emerging Markets Equity Fund (SEMGX).
SUWIX is an actively managed fund by DWS. It was launched on May 31, 1929. SEMGX is managed by DWS. It was launched on May 7, 1996.
Performance
SUWIX vs. SEMGX - Performance Comparison
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SUWIX vs. SEMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | -4.73% | 16.32% | 20.06% | 25.57% | -15.62% | 25.53% | 16.13% | 35.69% | -6.03% | 21.55% |
SEMGX DWS Emerging Markets Equity Fund | 1.61% | 28.85% | 7.48% | 6.32% | -21.66% | -11.60% | 18.65% | 19.23% | -12.25% | 37.71% |
Returns By Period
In the year-to-date period, SUWIX achieves a -4.73% return, which is significantly lower than SEMGX's 1.61% return. Over the past 10 years, SUWIX has outperformed SEMGX with an annualized return of 13.51%, while SEMGX has yielded a comparatively lower 6.76% annualized return.
SUWIX
- 1D
- 2.87%
- 1M
- -5.04%
- YTD
- -4.73%
- 6M
- -2.63%
- 1Y
- 16.82%
- 3Y*
- 16.14%
- 5Y*
- 10.67%
- 10Y*
- 13.51%
SEMGX
- 1D
- 3.10%
- 1M
- -11.27%
- YTD
- 1.61%
- 6M
- 6.29%
- 1Y
- 28.61%
- 3Y*
- 12.73%
- 5Y*
- 0.07%
- 10Y*
- 6.76%
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SUWIX vs. SEMGX - Expense Ratio Comparison
SUWIX has a 0.58% expense ratio, which is lower than SEMGX's 0.98% expense ratio.
Return for Risk
SUWIX vs. SEMGX — Risk / Return Rank
SUWIX
SEMGX
SUWIX vs. SEMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund Class I (SUWIX) and DWS Emerging Markets Equity Fund (SEMGX). 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.
| SUWIX | SEMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.40 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.96 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.62 | -0.41 |
Martin ratioReturn relative to average drawdown | 5.52 | 6.84 | -1.32 |
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
| SUWIX | SEMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.40 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.00 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.38 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.23 | +0.31 |
Correlation
The correlation between SUWIX and SEMGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SUWIX vs. SEMGX - Dividend Comparison
SUWIX's dividend yield for the trailing twelve months is around 11.12%, more than SEMGX's 2.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | 11.12% | 10.46% | 9.08% | 5.10% | 9.25% | 14.07% | 6.70% | 8.89% | 14.12% | 6.16% | 6.95% | 8.77% |
SEMGX DWS Emerging Markets Equity Fund | 2.95% | 3.00% | 0.15% | 2.16% | 2.16% | 1.71% | 1.23% | 1.94% | 0.71% | 0.62% | 0.54% | 0.23% |
Drawdowns
SUWIX vs. SEMGX - Drawdown Comparison
The maximum SUWIX drawdown since its inception was -55.10%, smaller than the maximum SEMGX drawdown of -67.21%. Use the drawdown chart below to compare losses from any high point for SUWIX and SEMGX.
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Drawdown Indicators
| SUWIX | SEMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.10% | -67.21% | +12.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -16.11% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -41.58% | +18.80% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -45.82% | +10.73% |
Current DrawdownCurrent decline from peak | -6.82% | -13.51% | +6.69% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -25.38% | +18.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.82% | -1.03% |
Volatility
SUWIX vs. SEMGX - Volatility Comparison
The current volatility for DWS Core Equity Fund Class I (SUWIX) is 5.04%, while DWS Emerging Markets Equity Fund (SEMGX) has a volatility of 9.54%. This indicates that SUWIX experiences smaller price fluctuations and is considered to be less risky than SEMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUWIX | SEMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 9.54% | -4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 14.70% | -5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 21.15% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 18.12% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 18.03% | +0.34% |