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DWS Core Equity R (SUWTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.12-0.12 (-0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.17%
5-year average return13.87%
Number of years up9
Number of years down2
Best 1-yr total return (24 Mar 2024)35.95%
Worst 1-yr total return (24 Mar 2024)N/A
Best 3-yr total return35.95%
Worst 3-yr total return6.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUWTXCategory
YTD7.00%5.31%
1-month5.20%-4.19%
3-month12.32%3.90%
1-year28.72%20.31%
3-year11.38%6.48%
5-year13.19%11.78%
10-year11.38%10.96%
Last bull market38.78%25.56%
Last bear market-15.99%-15.11%

Annual total return (%) history

Year
SUWTXCategory
2023
24.74%22.32%
2022
-16.06%-16.96%
2021
24.44%26.07%
2020
15.29%15.83%
2019
29.48%28.78%
2018
-6.44%-6.27%
2017
20.65%20.44%
2016
9.62%10.37%
2015
4.55%-1.07%
2014
10.58%10.96%
2013
35.95%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.46%7.25%-2.55%12.10%
2022-3.12%-15.99%-5.02%8.58%
20214.87%9.31%-1.07%9.72%
2020-21.02%19.03%8.09%13.46%
201913.41%3.94%1.23%8.52%
2018-0.80%4.01%7.37%-15.54%
20174.55%3.65%4.74%6.30%
2016-1.94%2.22%4.58%4.57%
20153.56%1.48%-7.16%7.16%
2014-0.39%5.57%1.31%3.80%
201312.85%0.68%7.57%11.23%
20126.17%2.22%N/AN/A

Rank in category (by total return)

YTD41
1-month50
3-month33
1-year43
3-year32
5-year59

Load adjusted returns

1-year28.72%
3-year11.38%
5-year13.19%
10-year11.38%