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DWS ESG Core Equity Fund - Class A (MIDVX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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18.10+0.40 (+2.26%)
At close: 04:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.78%
5-year average return5.86%
Number of years up12
Number of years down3
Best 1-yr total return (3 Feb 2019)38.57%
Worst 1-yr total return (3 Feb 2019)-40.03%
Best 3-yr total return38.57%
Worst 3-yr total return-9.43%

Trailing returns (%) vs. Benchmarks

ReturnMIDVXCategory
YTD-6.95%14.84%
1-month0.32%1.65%
3-month-4.17%7.55%
1-year12.14%40.47%
3-year17.58%16.77%
5-year10.97%16.15%
10-year11.43%13.21%
Last bull market22.24%24.09%
Last bear market-23.69%-17.61%

Annual total return (%) history

Year
MIDVXCategory
2021
28.77%N/A
2020
18.77%15.83%
2019
27.69%28.78%
2018
-17.24%-6.27%
2017
12.76%20.44%
2016
11.37%10.37%
2015
1.80%-1.07%
2014
8.91%10.96%
2013
38.57%31.50%
2012
17.02%14.96%
2011
-6.07%-1.27%
2010
19.58%14.01%
2009
38.44%28.17%
2008
-40.03%-37.79%
2007
5.35%6.16%
2006
17.58%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20217.19%8.95%0.64%9.57%
2020-19.92%18.84%9.13%14.37%
201911.57%1.88%1.78%10.38%
2018-3.73%-0.33%2.06%-15.48%
20172.80%0.51%4.00%4.93%
20162.29%-1.03%5.25%4.53%
20154.65%4.82%-10.84%4.08%
20142.12%5.77%-3.88%4.90%
201314.80%1.82%6.80%11.00%
201213.46%-5.72%6.43%2.79%
20117.12%-0.93%-19.54%9.99%
20106.31%-10.56%13.16%11.14%
2009-8.76%17.92%22.25%5.25%
2008-7.44%-2.05%-12.96%-23.99%
20074.33%7.56%-2.12%-4.09%
20066.57%0.92%3.09%6.05%
20050.44%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month23
3-month8
1-year12
3-year69
5-year94

Load adjusted returns

1-year34.75%
3-year13.05%
5-year11.10%
10-year11.27%