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Dws Core Equity Fund - Class C: (MF: SUWCX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$31.11 USD
+0.12 (0.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.58 | 21 |
| 3 months | 2.32 | 26 |
| 6 months | 13.58 | 21 |
| 1 Year | 23.88 | 17 |
| 3 Year | 8.56 | 26 |
| 5 Year | 13.02 | 24 |
| 10 Year | 10.36 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 78.57 |
| Bear Market (10/07 - 2/09) | -51.56 |
| Bull Market (2/09 - 3/21) | 664.50 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.64 |
| 5 Year | 13.01 |
| 10 Year | 10.36 |
| Since Inception | 6.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.00 | 2.32 | NA | NA |
| 2023 | 6.34 | 7.15 | -2.61 | 11.99 |
| 2022 | -3.22 | -16.04 | -5.08 | 8.50 |
| 2021 | 4.75 | 9.24 | -1.16 | 9.58 |
| 2020 | -21.07 | 18.95 | 7.94 | 13.33 |
| 2019 | 13.29 | 3.82 | 1.14 | 8.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.58 | 24.27 | -16.32 | 23.95 | 14.86 | 28.98 | -6.79 | 20.21 | 9.23 | -3.84 | 10.36 |
| % Total Return Rel to Index | -1.71 | -1.97 | 1.87 | -4.73 | -3.54 | -2.50 | -2.40 | -1.57 | -2.70 | -5.23 | -3.27 |
| % Total Return Rel to Peer | 4.76 | 8.99 | -5.53 | -0.39 | 6.65 | 3.34 | 0.76 | 2.80 | -2.09 | -0.62 | 1.47 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.07 | 0.04 | 0.01 | 0.04 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.24 | 0.16 | 0.06 | 0.19 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.30 | 2.15 | 4.44 | 1.73 | 1.08 | 2.88 | 1.40 | 1.37 | 0.00 | 1.47 |
| Expense Ratio | 1.60 | 1.59 | 1.59 | 1.59 | 1.61 | 1.60 | 1.62 | 1.62 | 1.64 | 1.64 | 1.66 |
* 1 = Top 20%, 5 = Bottom 20%