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Dws Large Cap Focus Growth Fund - Class C: (MF: SGGCX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$62.80 USD
+0.51 (0.82%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.88 | 34 |
| 3 months | 3.18 | 79 |
| 6 months | 7.73 | 39 |
| 1 Year | 37.76 | 21 |
| 3 Year | 6.33 | 66 |
| 5 Year | 15.06 | 30 |
| 10 Year | 13.71 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 76.01 |
| Bear Market (10/07 - 2/09) | -42.84 |
| Bull Market (2/09 - 3/21) | 765.42 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 36.38 |
| 5 Year | 15.06 |
| 10 Year | 13.71 |
| Since Inception | 6.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.27 | 4.41 | 3.18 | NA |
| 2023 | 14.52 | 11.15 | -4.50 | 14.91 |
| 2022 | -10.69 | -22.57 | -6.48 | 1.68 |
| 2021 | -0.30 | 11.57 | 0.84 | 9.18 |
| 2020 | -11.02 | 27.08 | 12.82 | 9.25 |
| 2019 | 16.74 | 6.28 | 2.11 | 7.27 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.88 | 39.69 | -34.24 | 22.47 | 39.37 | 35.92 | -2.89 | 23.87 | 1.84 | 8.92 | 11.55 |
| % Total Return Rel to Index | -2.22 | 13.45 | -16.04 | -6.21 | 20.97 | 4.43 | 1.50 | 2.07 | -10.09 | 7.53 | -2.08 |
| % Total Return Rel to Peer | 2.91 | 16.69 | -14.54 | 0.41 | 19.46 | 7.49 | 3.97 | 3.19 | -5.97 | 10.52 | 3.35 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.28 | 2.56 | 7.10 | 3.00 | 2.97 | 2.52 | 1.60 | 2.70 | 5.97 | 6.34 |
| Expense Ratio | 1.80 | 1.81 | 1.83 | 1.84 | 1.87 | 1.90 | 1.97 | 1.96 | 1.92 | 1.91 | 1.97 |
* 1 = Top 20%, 5 = Bottom 20%