Nasdaq - Delayed Quote USD

DWS CROCI Equity Dividend A (KDHAX)

54.12 +0.07 (+0.13%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.34%
5y Average Return 6.44%
Number of Years Up 25
Number of Years Down 10
Best 1Y Total Return (Apr 17, 2024) 29.43%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 29.43%
Worst 3Y Total Return 3.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KDHAX
Category
YTD
9.28%
17.52%
1-Month
6.92%
-0.87%
3-Month
9.28%
5.51%
1-Year
15.36%
42.88%
3-Year
8.27%
11.93%
5-Year
7.67%
12.07%
10-Year
8.33%
10.95%
Last Bull Market
32.49%
23.18%
Last Bear Market
-4.82%
-17.87%

Annual Total Return (%) History

Year
KDHAX
Category
2024
--
--
2023
5.33%
--
2022
1.17%
--
2021
19.35%
--
2020
-9.48%
2.91%
2019
29.43%
25.04%
2018
-3.23%
-8.53%
2017
19.25%
15.94%

2016
19.18%
14.81%
2015
-7.16%
-4.05%
2014
9.69%
10.21%
2013
27.00%
31.21%
2012
11.97%
14.57%
2011
-2.28%
-0.75%
2010
12.42%
13.66%
2009
23.44%
24.13%
2008
-45.50%
-37.09%
2007
-1.14%
1.42%
2006
17.40%
18.15%
2005
7.72%
5.95%
2004
13.48%
12.97%
2003
31.34%
28.44%
2002
-18.52%
-18.69%
2001
1.23%
-4.99%
2000
41.32%
7.87%
1999
-13.23%
6.72%
1998
11.96%
12.00%
1997
31.93%
26.61%
1996
28.79%
20.08%
1995
46.86%
32.39%
1994
-1.18%
-0.70%
1993
9.43%
13.61%
1992
19.80%
10.21%
1991
47.57%
28.60%
1990
-8.63%
-6.22%
1989
18.45%
23.21%
1988
--
17.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.28% -- -- --
2023 -0.22% 0.63% -0.85% 5.80%
2022 -0.13% -4.82% -7.14% 14.61%
2021 9.51% 3.39% -2.23% 7.81%
2020 -28.52% 12.15% 2.25% 10.43%
2019 12.51% 2.52% 1.96% 10.06%
2018 -0.74% -0.49% 7.55% -8.89%
2017 6.83% 2.03% 4.08% 5.12%
2016 8.42% 3.00% 4.21% 2.41%
2015 0.12% -1.15% -9.76% 3.95%

2014 2.50% 3.68% 0.09% 3.13%
2013 10.50% 1.10% 3.96% 9.36%
2012 11.55% -3.25% 6.12% -2.24%
2011 6.06% -1.83% -16.06% 11.81%
2010 6.04% -13.53% 11.14% 10.32%
2009 -15.93% 20.07% 16.35% 5.12%
2008 -10.36% -7.84% -14.09% -23.21%
2007 -1.06% 6.14% 0.02% -5.87%
2006 2.95% 1.04% 5.64% 6.83%
2005 0.85% 1.70% 3.06% 1.90%
2004 0.74% 1.85% -0.23% 10.85%
2003 -5.99% 20.43% 0.77% 15.13%
2002 6.24% -14.96% -17.61% 9.46%
2001 -0.94% 5.74% -8.83% 6.00%
2000 -2.54% 3.82% 22.77% 13.75%
1999 -2.82% 8.46% -12.68% -5.73%
1998 8.32% -1.95% -7.71% 14.23%
1997 1.99% 14.00% 8.37% 4.70%
1996 5.08% 5.51% 6.09% 9.50%
1995 8.87% 10.20% 10.23% 11.05%
1994 -1.17% 2.03% 3.47% -5.29%
1993 4.45% 0.33% -0.00% 4.43%
1992 4.94% 0.55% 1.22% 12.16%
1991 33.22% -2.09% 7.63% 5.12%
1990 -2.46% 4.59% -22.84% 16.09%
1989 6.13% 4.88% 7.69% -1.18%
1988 7.02% 0.47% 4.92% --

Rank in Category (By Total Return)

YTD 39
1-Month 6
3-Month 39
1-Year 84
3-Year 64
5-Year 93

Load Adjusted Returns

1-Year 8.73%
3-Year 6.15%
5-Year 6.41%
10-Year 7.69%

Performance & Risk

YTD Return 4.34%
5y Average Return 6.44%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family DWS
Net Assets 920.93M
YTD Return 9.28%
Yield 2.44%
Morningstar Rating
Inception Date Aug 19, 2002

Fund Summary

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities (mainly common stocks). Equity securities may also include preferred stocks, depository receipts and other securities with equity characteristics, such as convertible securities and warrants. Although it can invest in stocks of any economic sector (which is comprised of two or more industries), at times the fund may emphasize one or more sectors and may invest more than 25% of total assets in a single sector.

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