SUWAX
DWS Core Equity-A
$35.24
-0.03 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4596.107M |
| 52 Week High | 35.27 |
| 52 Week Low | 26.129 |
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Key Data
| Symbol | SUWAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 35.24 |
| Price Yesterday | 35.27 |
| Market Cap | 4,596.11 |
| YTD Return | 15.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0023 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0082 |
Overview
| 52 Week High | 35.27 |
|---|---|
| 52 Week Low | 26.13 |
| Market Cap | 4,596.11M |
| Shares Outstanding | 130.42M |
| Income Dividend Yield | 0.57% |
| Long Term Dividend Yield | 3.70% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.27% |
Returns Annualized
| One Day | -19.32% |
|---|---|
| Five Days | 96.87% |
| One Months | 45.75% |
| Three Months | 22.82% |
| Six Months | 35.55% |
| Nine Months | 40.43% |
| One Year | 27.74% |
| Three Years | 9.36% |
| Five Years | 13.97% |
| Ten Years | 12.28% |
| YTD | 32.81% |
| Since Inception | 7.58% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.35% |
| One Month | 3.03% |
| Three Months | 5.18% |
| Six Months | 16.13% |
| Nine Months | 28.62% |
| One Year | 27.71% |
| Three Years | 30.63% |
| Five Years | 92.00% |
| Ten Years | 217.48% |
| YTD | 15.75% |
| Since Inception | 453.31% |
Yearly Returns
| 2024 | 15.75% |
|---|---|
| 2023 | 25.26% |
| 2022 | -15.69% |
| 2021 | 24.96% |
| 2020 | 15.70% |
| 2019 | 29.97% |
| 2018 | -6.02% |
| 2017 | 21.13% |
| 2016 | 10.03% |
| 2015 | 4.85% |
Risk against SP-DA
| Alpha | -1.17% |
|---|---|
| Beta | 1.01 |
| Correlation | 98.81% |
| Downside Deviation | 2.83% |
| Coefficient of determination | 97.63% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.09 |
| Sortino | -0.34 |
| Treynor | 22.17 |
| Ulcer Index | 2.81 |
| Ulcer Performance Index | -0.35 |