SUWIX
DWS Core Equity-Inst
$35.90
-0.03 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4596.672M |
| 52 Week High | 35.93 |
| 52 Week Low | 26.574 |
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Key Data
| Symbol | SUWIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 35.9 |
| Price Yesterday | 35.93 |
| Market Cap | 4,596.67 |
| YTD Return | 15.90% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0056 |
Overview
| 52 Week High | 35.93 |
|---|---|
| 52 Week Low | 26.57 |
| Market Cap | 4,596.67M |
| Shares Outstanding | 128.04M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 3.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.44% |
Returns Annualized
| One Day | -19.00% |
|---|---|
| Five Days | 97.21% |
| One Months | 45.99% |
| Three Months | 23.26% |
| Six Months | 35.91% |
| Nine Months | 40.77% |
| One Year | 28.08% |
| Three Years | 9.65% |
| Five Years | 14.27% |
| Ten Years | 12.61% |
| YTD | 33.16% |
| Since Inception | 10.70% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.36% |
| One Month | 3.05% |
| Three Months | 5.28% |
| Six Months | 16.28% |
| Nine Months | 28.85% |
| One Year | 28.05% |
| Three Years | 31.64% |
| Five Years | 94.52% |
| Ten Years | 226.84% |
| YTD | 15.90% |
| Since Inception | 805.42% |
Yearly Returns
| 2024 | 15.90% |
|---|---|
| 2023 | 25.57% |
| 2022 | -15.45% |
| 2021 | 25.27% |
| 2020 | 16.00% |
| 2019 | 30.40% |
| 2018 | -5.77% |
| 2017 | 21.49% |
| 2016 | 10.38% |
| 2015 | 5.21% |
Risk against SP-DA
| Alpha | -0.79% |
|---|---|
| Beta | 1.01 |
| Correlation | 98.84% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 97.70% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.06 |
| Sortino | -0.23 |
| Treynor | 22.55 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | -0.23 |