NasdaqGM - Delayed Quote USD

DWS ESG Core Equity Fund Class A (MIDVX)

18.10 +0.40 (+2.26%)
At close: March 9 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 9.78%
5y Average Return 5.86%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 38.57%
Worst 1Y Total Return (Feb 4, 2019) -40.03%
Best 3Y Total Return 38.57%
Worst 3Y Total Return -9.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIDVX
Category
YTD
-6.95%
14.84%
1-Month
0.32%
1.65%
3-Month
-4.17%
7.55%
1-Year
12.14%
40.47%
3-Year
17.58%
16.77%
5-Year
10.97%
16.15%
10-Year
11.43%
13.21%
Last Bull Market
22.24%
24.09%
Last Bear Market
-23.69%
-17.61%

Annual Total Return (%) History

Year
MIDVX
Category
2021
28.77%
--
2020
18.77%
15.83%
2019
27.69%
28.78%
2018
-17.24%
-6.27%
2017
12.76%
20.44%
2016
11.37%
10.37%
2015
1.80%
-1.07%
2014
8.91%
10.96%

2013
38.57%
31.50%
2012
17.02%
14.96%
2011
-6.07%
-1.27%
2010
19.58%
14.01%
2009
38.44%
28.17%
2008
-40.03%
-37.79%
2007
5.35%
6.16%
2006
17.58%
14.17%
2005
--
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 7.19% 8.95% 0.64% 9.57%
2020 -19.92% 18.84% 9.13% 14.37%
2019 11.57% 1.88% 1.78% 10.38%
2018 -3.73% -0.33% 2.06% -15.48%
2017 2.80% 0.51% 4.00% 4.93%
2016 2.29% -1.03% 5.25% 4.53%
2015 4.65% 4.82% -10.84% 4.08%
2014 2.12% 5.77% -3.88% 4.90%
2013 14.80% 1.82% 6.80% 11.00%
2012 13.46% -5.72% 6.43% 2.79%

2011 7.12% -0.93% -19.54% 9.99%
2010 6.31% -10.56% 13.16% 11.14%
2009 -8.76% 17.92% 22.25% 5.25%
2008 -7.44% -2.05% -12.96% -23.99%
2007 4.33% 7.56% -2.12% -4.09%
2006 6.57% 0.92% 3.09% 6.05%
2005 0.44% -- -- --

Rank in Category (By Total Return)

YTD 14
1-Month 23
3-Month 8
1-Year 12
3-Year 69
5-Year 94

Load Adjusted Returns

1-Year 34.75%
3-Year 13.05%
5-Year 11.10%
10-Year 11.27%

Performance & Risk

YTD Return 9.78%
5y Average Return 5.86%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family DWS
Net Assets 221.77M
YTD Return -6.95%
Yield 0.65%
Morningstar Rating
Inception Date Aug 01, 2005

Fund Summary

The investment seeks long-term growth of capital, current income and growth of income. 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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