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DWS Capital Growth R (SDGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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109.06-0.32 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.51%
5-year average return15.72%
Number of years up16
Number of years down4
Best 1-yr total return (24 Mar 2024)37.68%
Worst 1-yr total return (24 Mar 2024)N/A
Best 3-yr total return37.68%
Worst 3-yr total return4.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDGRXCategory
YTD9.18%12.38%
1-month5.94%5.09%
3-month13.64%10.28%
1-year41.17%41.70%
3-year8.17%22.56%
5-year15.50%21.98%
10-year13.36%15.99%
Last bull market34.84%25.99%
Last bear market-21.40%-17.29%

Annual total return (%) history

Year
SDGRXCategory
2023
37.63%N/A
2022
-31.39%N/A
2021
21.67%N/A
2020
37.68%35.86%
2019
36.04%31.90%
2018
-2.65%-2.09%
2017
25.42%27.67%
2016
3.25%3.23%
2015
7.64%3.60%
2014
11.99%10.00%
2013
33.48%33.92%
2012
14.90%15.34%
2011
-5.26%-2.46%
2010
15.33%15.53%
2009
25.42%35.68%
2008
-33.24%-40.67%
2007
11.61%13.35%
2006
7.72%7.05%
2005
7.82%6.71%
2004
6.94%7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202313.47%10.93%-4.33%14.31%
2022-10.33%-21.40%-5.86%3.41%
20210.02%11.76%0.45%8.36%
2020-12.14%28.16%10.56%10.59%
201917.54%5.76%1.09%8.25%
20181.01%6.13%9.21%-16.85%
20178.05%5.17%4.34%5.77%
2016-3.34%-0.06%5.91%0.92%
20155.46%1.05%-6.62%8.18%
2014-0.80%5.37%2.17%4.87%
20138.58%1.18%8.87%11.61%
201216.21%-5.11%6.93%-2.56%
20114.16%-1.26%-16.33%10.09%
20105.10%-12.75%11.49%12.82%
2009-7.15%13.80%10.62%7.31%
2008-6.71%0.30%-9.27%-21.36%
20070.53%5.93%4.95%-0.14%
20062.88%-3.84%3.67%5.03%
2005-1.63%2.43%4.93%1.98%
20041.80%1.28%-3.48%7.46%

Rank in category (by total return)

YTD58
1-month71
3-month70
1-year55
3-year55
5-year47

Load adjusted returns

1-year41.17%
3-year8.17%
5-year15.50%
10-year13.36%