Nasdaq - Delayed Quote
USD
DWS Capital Growth A (SDGAX)
122.76
-1.45
(-1.17%)
At close: 8:07:18 PM EST
Fund Summary
The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500® Index (generally 500 of the largest companies in the U.S.) or the Russell 1000® Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values). The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.24% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 3.25% |
| 5y Average Return | 6.89% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
SDGAX | Category Average | SDGAX | Category Average | SDGAX | Category Average |
|
Alpha
|
-4.05 | -- | -3.64 | -- | 0.3 | -- |
|
BETA
|
1.14 | -- | 1.12 | -- | 1.03 | -- |
|
Mean Annual Return
|
1.62 | -- | 0.89 | -- | 1.31 | -- |
|
R-squared
|
87.58 | -- | 90.1 | -- | 88.46 | -- |
|
Standard Deviation
|
15.71 | -- | 18.88 | -- | 17.36 | -- |
|
Sharpe Ratio
|
0.95 | -- | 0.36 | -- | 0.76 | -- |
|
Treynor Ratio
|
13.35 | -- | 4.68 | -- | 12.28 | -- |
