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DWS Capital Growth A (SDGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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113.61+0.14 (+0.12%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.08%
5-year average return14.99%
Number of years up17
Number of years down5
Best 1-yr total return (9 May 2024)38.24%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return38.24%
Worst 3-yr total return5.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDGAXCategory
YTD5.98%12.38%
1-month-5.00%5.09%
3-month2.80%10.28%
1-year27.88%41.70%
3-year4.83%22.56%
5-year13.54%21.98%
10-year13.89%15.99%
Last bull market29.28%25.99%
Last bear market-21.33%-17.29%

Annual total return (%) history

Year
SDGAXCategory
2024
N/AN/A
2023
38.17%N/A
2022
-31.10%N/A
2021
22.21%N/A
2020
38.24%35.86%
2019
36.59%31.90%
2018
-2.16%-2.09%
2017
25.94%27.67%
2016
3.65%3.23%
2015
8.08%3.60%
2014
12.45%10.00%
2013
33.98%33.92%
2012
15.33%15.34%
2011
-5.21%-2.46%
2010
15.87%15.53%
2009
25.57%35.68%
2008
-32.98%-40.67%
2007
11.98%13.35%
2006
8.06%7.05%
2005
8.16%6.71%
2004
7.10%7.81%
2003
25.99%28.66%
2002
-29.60%-27.64%
2001
N/A-22.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.56%N/AN/AN/A
202313.57%11.03%-4.23%14.42%
2022-10.23%-21.33%-5.75%3.51%
20210.14%11.87%0.56%8.48%
2020-12.04%28.29%10.67%10.70%
201917.62%5.78%1.29%8.38%
20181.12%6.29%9.36%-16.76%
20178.15%5.27%4.46%5.89%
2016-3.25%0.04%6.02%1.01%
20155.56%1.15%-6.52%8.29%
2014-0.70%5.48%2.26%4.99%
20138.70%1.25%8.97%11.71%
201216.27%-5.02%7.08%-2.47%
20114.33%-0.99%-16.64%10.07%
20105.18%-12.67%11.67%12.97%
2009-7.17%13.85%10.63%7.39%
2008-6.58%0.38%-9.21%-21.28%
20070.65%5.96%5.07%-0.07%
20062.95%-3.76%3.73%5.14%
2005-1.57%2.51%5.07%2.03%
20041.73%1.36%-3.43%7.56%
2003-0.62%12.39%3.46%9.03%
2002-1.29%-19.69%-15.44%5.04%
2001-20.60%14.82%N/AN/A

Rank in category (by total return)

YTD61
1-month65
3-month72
1-year62
3-year52
5-year44

Load adjusted returns

1-year20.53%
3-year2.78%
5-year12.21%
10-year13.22%