Nasdaq - Delayed Quote USD

DWS Health and Wellness A (SUHAX)

36.74 -0.06 (-0.16%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.75%
5y Average Return 9.60%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 23, 2024) 46.71%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 46.71%
Worst 3Y Total Return 3.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SUHAX
Category
YTD
7.70%
7.95%
1-Month
2.00%
4.81%
3-Month
7.70%
7.18%
1-Year
16.04%
30.16%
3-Year
6.81%
16.10%
5-Year
9.19%
15.71%
10-Year
9.02%
15.27%
Last Bull Market
24.76%
23.06%
Last Bear Market
-7.65%
-13.88%

Annual Total Return (%) History

Year
SUHAX
Category
2024
--
--
2023
5.15%
--
2022
-7.44%
--
2021
15.05%
--
2020
15.14%
27.63%
2019
21.94%
26.23%
2018
3.29%
-0.40%
2017
19.01%
24.31%

2016
-10.46%
-10.60%
2015
6.57%
8.05%
2014
26.60%
27.25%
2013
46.71%
48.17%
2012
17.59%
21.55%
2011
8.13%
7.66%
2010
7.34%
8.38%
2009
21.21%
22.48%
2008
-23.63%
-23.43%
2007
12.43%
9.27%
2006
5.47%
4.27%
2005
7.83%
9.64%
2004
9.06%
9.84%
2003
32.97%
32.51%
2002
-24.62%
-28.13%
2001
-10.88%
-11.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.70% -- -- --
2023 -2.41% 4.13% -3.44% 7.16%
2022 -5.07% -7.65% -5.03% 11.17%
2021 -1.04% 7.32% 0.53% 7.76%
2020 -12.10% 17.13% 5.20% 6.31%
2019 9.09% 1.77% -3.13% 13.37%
2018 -0.57% 4.84% 11.58% -11.20%
2017 9.75% 6.25% 2.75% -0.68%
2016 -10.83% 4.47% 2.82% -6.52%
2015 9.20% 3.64% -12.57% 7.71%

2014 5.99% 4.44% 5.63% 8.27%
2013 15.30% 3.59% 11.41% 10.25%
2012 12.17% 0.88% 5.08% -1.10%
2011 6.94% 6.61% -13.54% 9.71%
2010 5.73% -12.18% 8.51% 6.54%
2009 -6.24% 9.07% 11.47% 6.33%
2008 -7.97% 0.86% -1.45% -16.51%
2007 3.25% 3.54% 4.37% 0.76%
2006 3.38% -6.43% 6.37% 2.50%
2005 -4.88% 6.01% 6.80% 0.12%
2004 4.08% 0.14% -2.72% 7.57%
2003 3.44% 15.04% 2.63% 8.88%
2002 -7.07% -15.93% -4.92% 1.49%
2001 -21.47% 13.15% -7.09% 7.94%

Rank in Category (By Total Return)

YTD 40
1-Month 47
3-Month 40
1-Year 25
3-Year 22
5-Year 44

Load Adjusted Returns

1-Year 9.37%
3-Year 4.72%
5-Year 7.90%
10-Year 8.38%

Performance & Risk

YTD Return 3.75%
5y Average Return 9.60%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family DWS
Net Assets 303.69M
YTD Return 7.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2000

Fund Summary

Under normal circumstances, the fund will invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies in the health care and wellness sectors. It invests primarily in securities of U.S. companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While the fund invests mainly in common stocks, it may also invest up to 20% of total assets in U.S. Treasury and U.S. agency debt obligations.

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