Dws Equity Sector Strategy Fund - C: (MF: SUPCX)
(NASDAQ Mutual Funds) As of Sep 25, 2024 08:00 PM ET
$17.67 USD
-0.05 (-0.28%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.40 | 2 |
3 months | 6.24 | 7 |
6 months | 9.77 | 8 |
1 Year | 23.32 | 2 |
3 Year | 6.56 | 3 |
5 Year | 10.62 | 14 |
10 Year | 5.70 | 47 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 84.52 |
Bear Market (10/07 - 2/09) | -44.09 |
Bull Market (2/09 - 3/21) | 249.84 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 19.72 |
5 Year | 9.52 |
10 Year | 5.42 |
Since Inception | 3.50 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.36 | 2.91 | NA | NA |
2023 | 5.16 | 6.42 | -2.62 | 10.34 |
2022 | -5.69 | -14.84 | -5.29 | 9.08 |
2021 | 4.66 | 6.40 | -2.14 | 9.53 |
2020 | -19.21 | 14.36 | 5.90 | 12.27 |
2019 | 9.46 | 3.20 | 0.00 | 7.02 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.40 | 20.25 | -17.03 | 19.36 | 9.85 | 20.91 | -12.20 | 15.73 | -2.31 | -3.25 | 3.19 |
% Total Return Rel to Index | -3.14 | -5.99 | 1.17 | -9.31 | -8.55 | -10.57 | -7.81 | -6.06 | -14.25 | -4.64 | -10.45 |
% Total Return Rel to Peer | 6.43 | 7.09 | -4.06 | 7.86 | -0.83 | 3.71 | -5.70 | 2.27 | -8.58 | -0.89 | -0.89 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 4.00 | 3.00 | 5.00 | 3.00 | 5.00 | 4.00 | 4.00 |
% Dividends | 0.00 | 0.07 | 0.09 | 0.00 | 0.17 | 1.04 | 0.18 | 0.13 | 0.33 | 0.17 | 0.34 |
% Yield | 0.00 | 0.51 | 0.77 | 0.00 | 0.98 | 6.45 | 1.29 | 0.83 | 2.36 | 1.15 | 2.20 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 5.08 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.48 | 1.48 | 1.48 | 1.58 | 1.46 | 1.44 | 1.45 | 1.38 | 1.15 | 1.27 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%