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Nasdaq - Delayed Quote USD

DWS Global Small Cap Fund (KGDAX)

23.81
-1.13
(-4.53%)
At close: 8:03:54 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.44%
5y Average Return 13.11%
Number of Years Up 18
Number of Years Down 8
Best 1Y Total Return (Apr 3, 2025) 34.36%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 34.36%
Worst 3Y Total Return -1.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KGDAX
Category
YTD
-5.69%
12.99%
1-Month
-2.95%
1.30%
3-Month
-5.69%
6.38%
1-Year
-4.00%
53.27%
3-Year
0.51%
14.94%
5-Year
12.05%
15.72%
10-Year
3.10%
9.30%
Last Bull Market
18.73%
18.45%
Last Bear Market
-19.35%
-25.47%

Annual Total Return (%) History

Year
KGDAX
Category
2025
--
--
2024
5.07%
--
2023
24.17%
--
2022
-24.75%
--
2021
14.67%
--
2020
16.71%
24.89%
2019
21.98%
26.49%
2018
-21.94%
-14.25%

2017
19.40%
25.44%
2016
1.69%
9.32%
2015
0.54%
-1.23%
2014
-4.79%
-0.42%
2013
34.36%
30.99%
2012
14.76%
18.46%
2011
-10.48%
-11.76%
2010
26.51%
20.56%
2009
47.08%
47.20%
2008
-49.66%
-44.69%
2007
8.40%
9.94%
2006
21.61%
19.63%
2005
17.79%
14.86%
2004
23.28%
20.29%
2003
49.86%
44.66%
2002
-20.29%
-18.01%
2001
-25.18%
-15.09%
2000
-5.56%
-7.00%
1999
64.14%
56.41%
1998
--
1.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.69% -- -- --
2024 3.22% -3.47% 9.30% -3.52%
2023 6.10% 5.31% -2.63% 14.14%
2022 -8.81% -19.35% -6.73% 9.71%
2021 6.61% 5.34% -2.31% 4.53%
2020 -29.84% 24.58% 8.51% 23.04%
2019 12.47% 1.33% -3.40% 10.80%
2018 -1.22% 2.41% -1.07% -22.01%
2017 4.61% 4.85% 5.10% 3.57%
2016 -2.07% -3.94% 7.77% 0.30%

2015 6.17% 0.90% -8.98% 3.11%
2014 2.28% 0.11% -6.09% -0.98%
2013 11.95% -0.44% 10.82% 8.77%
2012 12.32% -8.58% 7.32% 4.15%
2011 2.55% 2.28% -18.60% 4.85%
2010 5.98% -8.78% 17.37% 11.50%
2009 -8.27% 30.09% 19.82% 2.86%
2008 -10.99% 0.05% -21.20% -28.26%
2007 5.39% 2.92% 0.60% -0.67%
2006 11.50% -4.88% 2.74% 11.60%
2005 1.17% 2.96% 7.87% 4.82%
2004 5.18% -0.41% -0.90% 18.77%
2003 -3.36% 22.96% 10.59% 14.04%
2002 0.13% -8.12% -18.29% 6.04%
2001 -20.13% 3.93% -21.83% 15.31%
2000 14.94% -10.14% 1.45% -9.87%
1999 1.52% 8.59% 5.43% 41.23%
1998 -16.68% 20.18% -- --

Rank in Category (By Total Return)

YTD 66
1-Month 40
3-Month 66
1-Year 57
3-Year 37
5-Year 44

Load Adjusted Returns

1-Year -9.52%
3-Year -1.45%
5-Year 10.73%
10-Year 2.49%

Performance & Risk

YTD Return -8.44%
5y Average Return 13.11%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family DWS
Net Assets 148.65M
YTD Return -5.69%
Yield 1.25%
Morningstar Rating
Inception Date Aug 25, 2014

Fund Summary

The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of small companies throughout the world (companies with market values similar to the smallest 30% of the aggregate market capitalization of the S&P Developed Broad Market Index).

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