DESGX Performance — DWS ESG Core Equity Fund, Institutional Class
Data updated: 2026-07-24
DESGX returned +14.40% year to date and +38.49% over one year to May 2026. Annualised returns are +24.48% over 3 years and +15.42% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $193, against $165 for the category, and to $138 over one year, against $122. Volatility over the past three years was 14.15% a year. In the 12 months to May 2026 the fund lost a net $6.0M, and assets reached $315.92M.
DESGX Growth of $100
What $100 invested in DWS ESG Core Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | DESGX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $138 | $122 |
| 3 years (Jun 2023 – May 2026) | $193 | $165 |
| 5 years (Jun 2021 – May 2026) | $205 | $164 |
| Since data start (Sep 2019 – May 2026) | $316 | $229 |
DESGX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.40% |
| 1 year | +38.49% |
| 3 years (annualised) | +24.48% |
| 5 years (annualised) | +15.42% |
DESGX Annual Returns
Calendar-year total returns of DWS ESG Core Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +14.40% |
| 2025 | +19.00% |
| 2024 | +23.83% |
| 2023 | +26.65% |
| 2022 | −15.51% |
| 2021 | +29.10% |
| 2020 | +19.10% |
| 2019 (Sep–Dec) | +13.97% |
DESGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | −0.4% | −5.2% | +11.9% | +6.4% | — | — | — | — | — | — | — |
| 2025 | +2.5% | −2.9% | −6.1% | −1.2% | +6.5% | +5.5% | +2.4% | +2.7% | +3.8% | +3.7% | +0.9% | +0.5% |
| 2024 | +1.4% | +4.6% | +4.5% | −3.4% | +5.6% | +2.5% | +2.5% | +1.3% | +2.4% | −1.7% | +5.7% | −3.2% |
| 2023 | +7.5% | −2.9% | +3.8% | +1.6% | +0.6% | +5.8% | +3.4% | −2.0% | −4.4% | −2.6% | +9.2% | +5.1% |
| 2022 | −5.1% | −2.6% | +3.6% | −8.2% | 0.0% | −7.5% | +9.4% | −3.2% | −8.8% | +9.0% | +5.7% | −6.6% |
| 2021 | +0.3% | +1.9% | +4.9% | +4.5% | +1.4% | +2.9% | +2.8% | +3.3% | −5.1% | +7.6% | −2.4% | +4.3% |
| 2020 | −0.4% | −8.5% | −12.2% | +11.8% | +4.4% | +1.9% | +4.8% | +8.2% | −3.6% | −3.3% | +12.1% | +5.6% |
| 2019 | — | — | — | — | — | — | — | — | +3.1% | +2.9% | +4.2% | +3.1% |
DESGX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 14.15%
- 3-year Sharpe ratio: 1.41 (vs 4.5% risk-free rate)
- Best month: +11.87% (Apr 2026)
- Worst month: −6.07% (Mar 2025)
DESGX Fund Flows
Monthly money in and out of DWS ESG Core Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$6.0M
- 12-month gross sales (incl. reinvestments): $35.6M
- Sales ÷ redemptions: 0.86×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $1.3M | $2.2M | −$881K |
| Apr 2026 | $2.0M | $2.4M | −$380K |
| Mar 2026 | $1.9M | $4.6M | −$2.7M |
| Feb 2026 | $1.3M | $3.8M | −$2.5M |
| Jan 2026 | $3.3M | $2.9M | $416K |
| Dec 2025 | $16.5M | $3.9M | $12.6M |
| Nov 2025 | $430K | $4.8M | −$4.4M |
| Oct 2025 | $901K | $4.3M | −$3.4M |
| Sep 2025 | $2.4M | $3.0M | −$637K |
| Aug 2025 | $673K | $2.8M | −$2.1M |
| Jul 2025 | $1.9M | $3.6M | −$1.7M |
| Jun 2025 | $3.1M | $3.2M | −$177K |
DESGX Assets Under Management
Net assets of DWS ESG Core Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $315.92M |
| 2026-02-28 | $283.99M |
| 2025-11-30 | $283.40M |
| 2025-08-31 | $269.05M |
| 2025-05-31 | $246.33M |
| 2025-02-28 | $233.00M |
| 2024-11-30 | $245.85M |
| 2024-08-31 | $246.58M |
| 2024-05-31 | $230.39M |
| 2024-02-29 | $219.55M |
| 2023-11-30 | $200.72M |
| 2023-08-31 | $199.53M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.