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DWS Core Equity Inst (SUWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.92+0.22 (+0.62%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.97%
5-year average return14.16%
Number of years up17
Number of years down4
Best 1-yr total return (4 Jul 2024)37.42%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return37.42%
Worst 3-yr total return7.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUWIXCategory
YTD14.19%5.31%
1-month2.49%-4.19%
3-month2.58%3.90%
1-year25.18%20.31%
3-year9.70%6.48%
5-year14.20%11.78%
10-year12.43%10.96%
Last bull market27.55%25.56%
Last bear market-15.84%-15.11%

Annual total return (%) history

Year
SUWIXCategory
2024
N/AN/A
2023
25.57%22.32%
2022
-15.45%-16.96%
2021
25.26%26.07%
2020
16.00%15.83%
2019
30.40%28.78%
2018
-5.76%-6.27%
2017
21.48%20.44%
2016
10.38%10.37%
2015
5.21%-1.07%
2014
11.65%10.96%
2013
37.42%31.50%
2012
15.87%14.96%
2011
-0.08%-1.27%
2010
14.36%14.01%
2009
34.43%28.17%
2008
-38.38%-37.79%
2007
0.96%6.16%
2006
13.56%14.17%
2005
6.06%5.88%
2004
9.91%10.02%
2003
27.06%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.32%2.58%N/AN/A
20236.65%7.40%-2.37%12.29%
2022-2.95%-15.84%-4.84%8.79%
20215.06%9.49%-0.90%9.87%
2020-20.90%19.27%8.23%13.60%
201913.62%4.10%1.40%8.72%
2018-0.63%4.21%7.57%-15.40%
20174.72%3.86%4.92%6.46%
2016-1.81%2.40%4.80%4.75%
20153.82%1.57%-7.01%7.30%
2014-0.17%5.82%1.54%4.09%
201313.15%1.00%7.85%11.49%
201213.28%-6.26%6.46%2.50%
20117.85%0.70%-17.26%11.19%
20105.58%-11.15%10.21%10.62%
2009-7.70%16.41%18.34%5.73%
2008-10.88%-0.13%-11.43%-21.83%
2007-1.20%4.21%1.30%-3.20%
20062.91%-2.98%6.75%6.55%
2005-2.36%2.09%4.09%2.23%
20041.26%1.81%-2.42%9.25%
2003-1.75%12.91%2.90%11.32%
20025.57%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month60
3-month58
1-year24
3-year27
5-year42

Load adjusted returns

1-year25.18%
3-year9.70%
5-year14.20%
10-year12.43%