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DWS Capital Growth R6 (SDGZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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123.89+0.51 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.60%
5-year average return16.27%
Number of years up7
Number of years down2
Best 1-yr total return (25 June 2024)38.66%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return38.66%
Worst 3-yr total return5.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDGZXCategory
YTD11.26%12.38%
1-month4.88%5.09%
3-month1.78%10.28%
1-year29.22%41.70%
3-year7.51%22.56%
5-year16.36%21.98%
10-year14.33%15.99%
Last bull market29.44%25.99%
Last bear market-21.27%-17.29%

Annual total return (%) history

Year
SDGZXCategory
2024
N/AN/A
2023
38.59%N/A
2022
-30.88%N/A
2021
22.58%N/A
2020
38.66%35.86%
2019
37.03%31.90%
2018
-1.85%-2.09%
2017
26.34%27.67%
2016
3.97%3.23%
2015
8.11%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.64%N/AN/AN/A
202313.66%11.11%-4.17%14.51%
2022-10.16%-21.27%-5.68%3.60%
20210.21%11.97%0.63%8.56%
2020-11.98%28.40%10.75%10.79%
201917.72%5.86%1.36%8.48%
20181.20%6.38%9.43%-16.69%
20178.25%5.36%4.53%5.97%
2016-3.18%0.13%6.09%1.08%
20155.53%1.16%-6.53%8.35%
20145.08%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month57
3-month62
1-year65
3-year46
5-year40

Load adjusted returns

1-year29.22%
3-year7.51%
5-year16.36%
10-year14.33%