Nasdaq - Delayed Quote USD

DWS ESG Core Equity R6 (DESUX)

22.72
+0.09
+(0.40%)
At close: January 14 at 6:45:33 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -0.70%
5y Average Return 14.85%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Jan 13, 2025) 29.15%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 29.15%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DESUX
Category
YTD
23.90%
5.31%
1-Month
-3.16%
-4.19%
3-Month
0.64%
3.90%
1-Year
23.90%
20.31%
3-Year
9.86%
6.48%
5-Year
15.35%
11.78%
10-Year
10.85%
10.96%
Last Bull Market
19.58%
25.56%
Last Bear Market
-15.07%
-15.11%

Annual Total Return (%) History

Year
DESUX
Category
2024
23.90%
--
2023
26.59%
22.32%
2022
-15.46%
-16.96%
2021
29.15%
26.07%
2020
19.24%
15.83%
2019
28.06%
28.78%
2018
-16.95%
-6.27%
2017
13.10%
20.44%

2016
11.78%
10.37%
2015
2.07%
-1.07%
2014
--
10.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.73% 4.59% 6.30% 0.64%
2023 8.31% 8.13% -3.23% 11.70%
2022 -4.27% -15.07% -3.46% 7.71%
2021 7.28% 9.03% 0.73% 9.61%
2020 -19.87% 18.99% 9.28% 14.43%
2019 11.61% 1.96% 1.85% 10.49%
2018 -3.64% -0.28% 2.17% -15.41%
2017 2.80% 0.68% 4.06% 5.01%
2016 2.35% -0.97% 5.38% 4.65%
2015 4.72% 4.88% -10.79% 4.17%

2014 4.98% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 53
3-Month 69
1-Year 40
3-Year 10
5-Year 8

Load Adjusted Returns

1-Year 23.90%
3-Year 9.86%
5-Year 15.35%
10-Year 10.85%

Performance & Risk

YTD Return -0.70%
5y Average Return 14.85%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family DWS
Net Assets 236.5M
YTD Return 23.90%
Yield 0.68%
Morningstar Rating
Inception Date Aug 01, 2005

Fund Summary

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equities, mainly common stocks, which meet the Advisor's sustainability criteria at the time of investment. Although it can invest in companies of any size and from any country, the fund invests primarily in large U.S. companies.

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