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DWS S&P 500 Index C (SXPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.97+0.24 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.17%
5-year average return13.50%
Number of years up15
Number of years down3
Best 1-yr total return (2 Jul 2024)30.61%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.61%
Worst 3-yr total return6.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSXPCXCategory
YTD14.56%5.31%
1-month3.47%-4.19%
3-month3.95%3.90%
1-year23.03%20.31%
3-year8.63%6.48%
5-year13.60%11.78%
10-year11.45%10.96%
Last bull market25.49%25.56%
Last bear market-16.38%-15.11%

Annual total return (%) history

Year
SXPCXCategory
2024
N/AN/A
2023
24.71%22.32%
2022
-19.15%-16.96%
2021
27.11%26.07%
2020
16.91%15.83%
2019
29.81%28.78%
2018
-5.22%-6.27%
2017
20.20%20.44%
2016
10.44%10.37%
2015
0.10%-1.07%
2014
12.13%10.96%
2013
30.61%31.50%
2012
14.51%14.96%
2011
0.76%-1.27%
2010
13.63%14.01%
2009
24.88%28.17%
2008
-37.90%-37.79%
2007
4.11%6.16%
2006
14.10%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.21%3.95%N/AN/A
20237.17%8.37%-3.57%11.36%
2022-4.90%-16.38%-5.17%7.22%
20215.86%8.21%0.25%10.68%
2020-19.87%20.20%8.59%11.79%
201913.29%3.97%1.37%8.72%
2018-1.03%3.07%7.35%-13.45%
20175.71%2.73%4.15%6.27%
20160.98%2.12%3.48%3.48%
20150.61%-0.07%-6.71%6.72%
20141.48%4.84%0.81%4.55%
201310.24%2.58%4.88%10.13%
201212.26%-3.10%6.01%-0.71%
20115.55%-0.19%-14.20%11.47%
20105.08%-11.72%11.01%10.34%
2009-11.25%15.60%15.20%5.67%
2008-9.80%-3.11%-8.71%-22.17%
20070.34%5.93%1.69%-3.67%
20063.87%-1.85%5.21%6.37%
20051.04%3.24%1.77%N/A

Rank in category (by total return)

YTD42
1-month31
3-month32
1-year50
3-year46
5-year57

Load adjusted returns

1-year22.03%
3-year8.63%
5-year13.60%
10-year11.45%