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DWS Core Equity R6 (SUWZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.31+0.21 (+0.62%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.71%
5-year average return14.34%
Number of years up7
Number of years down2
Best 1-yr total return (13 May 2024)30.44%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return30.44%
Worst 3-yr total return7.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUWZXCategory
YTD5.48%14.84%
1-month-5.27%1.65%
3-month3.61%7.55%
1-year23.41%40.47%
3-year8.31%16.77%
5-year12.43%16.15%
10-year12.20%13.21%
Last bull market27.60%24.09%
Last bear market-15.83%-17.61%

Annual total return (%) history

Year
SUWZXCategory
2024
N/AN/A
2023
25.63%N/A
2022
-15.38%N/A
2021
25.38%N/A
2020
16.13%15.83%
2019
30.44%28.78%
2018
-5.72%-6.27%
2017
21.57%20.44%
2016
10.49%10.37%
2015
5.01%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.36%N/AN/AN/A
20236.64%7.44%-2.35%12.29%
2022-2.93%-15.83%-4.82%8.82%
20215.09%9.49%-0.85%9.90%
2020-20.87%19.31%8.25%13.64%
201913.64%4.08%1.45%8.71%
2018-0.62%4.23%7.55%-15.37%
20174.74%3.88%4.94%6.49%
2016-1.76%2.41%4.82%4.76%
20153.71%1.53%-7.03%7.27%
20144.10%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month90
3-month65
1-year26
3-year18
5-year44

Load adjusted returns

1-year23.41%
3-year8.31%
5-year12.43%
10-year12.20%