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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.10% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SPGRX | Category Average | SPGRX | Category Average | SPGRX | Category Average | |
| Alpha | -0.42 | -0.01 | -1.32 | -0.01 | -3.38 | -0.01 |
| BETA | 0.88 | 0.01 | 0.84 | 0.01 | 0.79 | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 1.23 | 0.01 | 0.61 | 0.01 |
| R-squared | 98.29 | 0.94 | 96.86 | 0.95 | 91.68 | 0.95 |
| Standard Deviation | 15.33 | 0.17 | 14.51 | 0.19 | 12.78 | 0.15 |
| Sharpe Ratio | 0.3 | 0 | 0.83 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | 4.09 | 0.03 | 14.05 | 0.1 | 6 | 0.1 |
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