SUWAX
DWS Core Equity-A
$32.37
-0.28 (-0.86%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 4269.862M |
52 Week High | 33.92 |
52 Week Low | 25.305 |
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Key Data
Symbol | SUWAX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 32.37 |
Price Yesterday | 32.65 |
Market Cap | 4,269.86 |
YTD Return | 6.17% |
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 | 33.92 |
---|---|
52 Week Low | 25.31 |
Market Cap | 4,269.86M |
Shares Outstanding | 131.91M |
Income Dividend Yield | 0.63% |
Long Term Dividend Yield | 4.03% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.66% |
Returns Annualized
One Day | -88.61% |
---|---|
Five Days | 22.51% |
One Months | -35.24% |
Three Months | 13.29% |
Six Months | 48.78% |
Nine Months | 17.27% |
One Year | 26.57% |
Three Years | 8.12% |
Five Years | 12.30% |
Ten Years | 12.08% |
YTD | 20.79% |
Since Inception | 7.25% |
Returns Total
One Day | -0.86% |
---|---|
Five Days | 0.40% |
One Month | -3.72% |
Three Months | 3.16% |
Six Months | 21.76% |
Nine Months | 12.75% |
One Year | 26.54% |
Three Years | 26.38% |
Five Years | 78.46% |
Ten Years | 211.97% |
YTD | 6.17% |
Since Inception | 407.53% |
Yearly Returns
2024 | 6.17% |
---|---|
2023 | 25.25% |
2022 | -15.69% |
2021 | 24.95% |
2020 | 15.70% |
2019 | 29.98% |
2018 | -6.02% |
2017 | 21.13% |
2016 | 10.04% |
2015 | 4.86% |
Risk against SP-DA
Alpha | 0.49% |
---|---|
Beta | 1.01 |
Correlation | 99.66% |
Downside Deviation | 2.60% |
Coefficient of determination | 99.31% |
Standard Deviation | 3.43% |
Sharpe Ratio | 0.05 |
Sortino | 0.23 |
Treynor | 21.07 |
Ulcer Index | 2.76 |
Ulcer Performance Index | 0.22 |