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Dws Capital Growth Fund - Class Institutional: (MF: SDGTX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$135.19 USD
+0.79 (0.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.29 | 24 |
| 3 months | 16.69 | 22 |
| 6 months | 7.29 | 24 |
| 1 Year | 15.78 | 23 |
| 3 Year | 22.40 | 19 |
| 5 Year | 14.25 | 45 |
| 10 Year | 13.44 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.18 |
| Bear Market (10/07 - 2/09) | -42.39 |
| Bull Market (2/09 - 3/21) | 888.74 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.78 |
| 5 Year | 14.25 |
| 10 Year | 13.44 |
| Since Inception | 10.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.05 | 16.69 | NA | NA |
| 2024 | 11.62 | 4.88 | 4.02 | 3.73 |
| 2023 | 13.63 | 11.09 | -4.18 | 14.48 |
| 2022 | -10.19 | -21.27 | -5.69 | 3.57 |
| 2021 | 0.18 | 11.94 | 0.61 | 8.53 |
| 2020 | -11.99 | 28.37 | 10.72 | 10.75 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.29 | 26.33 | 38.48 | -30.94 | 22.46 | 38.54 | 36.91 | -1.92 | 26.21 | 3.94 | -2.58 |
| % Total Return Rel to Index | 1.08 | 1.31 | 12.23 | -12.73 | -6.21 | 20.14 | 5.42 | 2.46 | 4.41 | -7.99 | -3.97 |
| % Total Return Rel to Peer | 2.15 | 6.94 | 15.48 | -11.24 | 0.40 | 18.62 | 8.49 | 4.93 | 5.53 | -3.87 | -0.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.24 | 0.17 | 0.51 | 0.36 | 0.40 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.25 | 0.22 | 0.58 | 0.48 | 0.55 |
| Capital Gains ($) | 0.00 | 11.14 | 7.60 | 6.40 | 8.46 | 6.10 | 4.81 | 10.98 | 6.53 | 5.35 | 0.00 |
| Expense Ratio | 0.67 | 0.66 | 0.71 | 0.68 | 0.68 | 0.69 | 0.71 | 0.71 | 0.73 | 0.70 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%