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Nasdaq - Delayed Quote USD

DWS Capital Growth A (SDGAX)

99.32
-6.13
(-5.81%)
At close: 8:04:00 PM EDT

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 18
Number of Years Down 5

Performance & Risk

YTD Return -11.61%
5y Average Return 16.25%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SDGAXCategory AverageSDGAXCategory AverageSDGAXCategory Average
Alpha -2.01 0.03 -3.28 0.04 -0.12 0.01
BETA 1.13 0.01 1.11 0.01 1.06 0.01
Mean Annual Return 0.74 0.02 1.42 0.02 1.13 0.01
R-squared 92.92 0.89 90.58 0.87 90.22 0.87
Standard Deviation 20.28 0.2 19.75 0.16 17.16 0.15
Sharpe Ratio 0.22 0.01 0.72 0.01 0.68 0.01
Treynor Ratio 2.2 0.21 12.08 0.21 10.2 0.15

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