NasdaqGM - Delayed Quote USD

DWS ESG Core Equity Fund Class Institutional (MIDIX)

18.07 +0.40 (+2.26%)
At close: March 9 at 3:00 PM EST

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.08%
Worst 1Y Total Return -39.82%
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return 9.88%
5y Average Return 6.15%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MIDIXCategory AverageMIDIXCategory AverageMIDIXCategory Average
Alpha -2.63 -0.02 -4.14 -0.01 -3.54 -0.02
BETA 1.04 0.01 1.01 0.01 1.07 0.01
Mean Annual Return 1.37 0.01 1.11 0.01 1.07 0.01
R-squared 96.72 0.95 92.57 0.95 89.19 0.95
Standard Deviation 19.47 0.19 15.73 0.15 15.37 0.14
Sharpe Ratio 0.78 0.01 0.77 0.01 0.79 0.01
Treynor Ratio 13.96 0.16 11.45 0.15 10.85 0.12

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