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Nasdaq - Delayed Quote USD
DWS Equity Sector Strategy Fund Class S (SPGRX)
16.11
-1.02
(-5.95%)
At close: April 4 at 8:04:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.88% |
| 5y Average Return | 14.58% |
| Number of Years Up | 19 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 3, 2025) | 22.10% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 22.10% |
| Worst 3Y Total Return | 0.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SPGRX
Category
- YTD
- -2.14%
- 5.31%
- 1-Month
- -4.91%
- -4.19%
- 3-Month
- -2.14%
- 3.90%
- 1-Year
- 7.32%
- 20.31%
- 3-Year
- 8.20%
- 6.48%
- 5-Year
- 14.65%
- 11.78%
- 10-Year
- 6.74%
- 10.96%
- Last Bull Market
- 17.20%
- 25.56%
- Last Bear Market
- -14.63%
- -15.11%
Annual Total Return (%) History
Year
SPGRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.14% | -- | -- | -- |
| 2024 | 9.60% | 3.16% | 5.31% | 0.96% |
| 2023 | 5.39% | 6.75% | -2.43% | 10.71% |
| 2022 | -5.47% | -14.63% | -5.02% | 9.29% |
| 2021 | 4.95% | 6.71% | -1.92% | 9.87% |
| 2020 | -19.05% | 14.70% | 6.13% | 12.59% |
| 2019 | 9.72% | 3.45% | 0.25% | 7.29% |
| 2018 | -1.36% | -1.01% | 0.89% | -9.94% |
| 2017 | 4.83% | 4.07% | 4.10% | 2.90% |
| 2016 | -4.13% | 0.42% | 3.73% | -1.22% |
| 2015 | 2.01% | -0.64% | -5.56% | 2.14% |
| 2014 | 0.98% | 3.50% | -1.88% | 1.65% |
| 2013 | 4.69% | -0.98% | 4.73% | 5.72% |
| 2012 | 8.51% | -2.81% | 4.80% | 1.38% |
| 2011 | 4.01% | 0.37% | -11.89% | 6.64% |
| 2010 | 3.55% | -8.17% | 10.32% | 6.64% |
| 2009 | -6.83% | 14.33% | 13.31% | 3.58% |
| 2008 | -6.97% | 0.00% | -10.78% | -18.89% |
| 2007 | 1.27% | 4.23% | 1.27% | -2.07% |
| 2006 | 4.57% | -1.48% | 4.00% | 5.94% |
| 2005 | -1.53% | 1.86% | 3.96% | 1.75% |
| 2004 | 2.40% | 0.40% | -0.56% | 7.92% |
| 2003 | -3.48% | 13.79% | 2.98% | 11.09% |
| 2002 | 0.49% | -10.25% | -15.50% | 6.55% |
| 2001 | -11.13% | 4.72% | -14.11% | 8.36% |
| 2000 | 3.58% | -3.84% | -1.88% | -4.12% |
| 1999 | 4.25% | 6.64% | -0.13% | 21.81% |
| 1998 | 9.98% | 0.82% | -15.06% | 16.37% |
| 1997 | 0.00% | 12.92% | 5.13% | -3.18% |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 26 |
| 3-Month | 21 |
| 1-Year | 36 |
| 3-Year | 49 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 7.32% |
| 3-Year | 8.20% |
| 5-Year | 14.65% |
| 10-Year | 6.74% |
Performance & Risk
| YTD Return | -5.88% |
| 5y Average Return | 14.58% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | DWS |
| Net Assets | 81.64M |
| YTD Return | -2.14% |
| Yield | 1.24% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2000 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It seeks to achieve its objective by employing an active investment strategy that invests primarily in the stocks comprising the S&P 500 Index, the fund's benchmark index. The fund typically invests directly in common stocks, but may also invest in derivatives that provide exposure to the stocks of the companies in the benchmark.
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