Singapore markets close in 1 hour 26 minutes

DWS Capital Growth Institutional (SDGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
112.64-0.38 (-0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.06%
5-year average return14.62%
Number of years up17
Number of years down4
Best 1-yr total return (16 Apr 2024)38.55%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return38.55%
Worst 3-yr total return5.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDGTXCategory
YTD11.62%12.38%
1-month2.12%5.09%
3-month11.62%10.28%
1-year36.04%41.70%
3-year9.28%22.56%
5-year16.08%21.98%
10-year14.65%15.99%
Last bull market35.59%25.99%
Last bear market-21.27%-17.29%

Annual total return (%) history

Year
SDGTXCategory
2024
N/AN/A
2023
38.49%N/A
2022
-30.94%N/A
2021
22.47%N/A
2020
38.55%35.86%
2019
36.92%31.90%
2018
-1.93%-2.09%
2017
26.20%27.67%
2016
3.94%3.23%
2015
8.36%3.60%
2014
12.74%10.00%
2013
34.37%33.92%
2012
15.72%15.34%
2011
-4.87%-2.46%
2010
16.25%15.53%
2009
26.08%35.68%
2008
-32.75%-40.67%
2007
12.35%13.35%
2006
8.43%7.05%
2005
8.60%6.71%
2004
7.66%7.81%
2003
26.45%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
202313.64%11.10%-4.18%14.49%
2022-10.19%-21.27%-5.69%3.57%
20210.19%11.94%0.61%8.53%
2020-11.99%28.37%10.72%10.76%
201917.69%5.86%1.33%8.46%
20181.18%6.36%9.41%-16.71%
20178.22%5.26%4.56%5.95%
2016-3.17%0.12%6.07%1.08%
20155.63%1.22%-6.47%8.36%
2014-0.64%5.56%2.33%5.05%
20138.77%1.34%9.05%11.79%
201216.37%-4.93%7.15%-2.38%
20114.42%-0.89%-16.55%10.16%
20105.28%-12.59%11.74%13.05%
2009-7.03%13.98%10.72%7.46%
2008-6.49%0.47%-9.14%-21.21%
20070.73%6.06%5.16%0.01%
20063.02%-3.67%3.81%5.25%
2005-1.45%2.59%5.16%2.14%
20041.84%1.50%-3.31%7.71%
2003-0.53%12.52%3.52%9.13%
20025.06%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month46
3-month56
1-year59
3-year48
5-year35

Load adjusted returns

1-year36.04%
3-year9.28%
5-year16.08%
10-year14.65%