AAAZX vs. SHYTX
Compare and contrast key facts about DWS RREEF Real Assets Fund (AAAZX) and DWS Strategic High Yield Tax (SHYTX).
AAAZX is managed by DWS. It was launched on Jul 29, 2007. SHYTX is managed by DWS. It was launched on Jan 21, 1987.
Performance
AAAZX vs. SHYTX - Performance Comparison
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AAAZX vs. SHYTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAAZX DWS RREEF Real Assets Fund | 9.82% | 13.14% | 5.49% | 2.64% | -9.57% | 23.83% | 3.91% | 21.79% | -5.05% | 14.97% |
SHYTX DWS Strategic High Yield Tax | -0.15% | 4.05% | 5.47% | 7.64% | -17.22% | 5.44% | 5.04% | 9.64% | -0.46% | 5.99% |
Returns By Period
In the year-to-date period, AAAZX achieves a 9.82% return, which is significantly higher than SHYTX's -0.15% return. Over the past 10 years, AAAZX has outperformed SHYTX with an annualized return of 7.71%, while SHYTX has yielded a comparatively lower 2.19% annualized return.
AAAZX
- 1D
- 1.03%
- 1M
- -3.57%
- YTD
- 9.82%
- 6M
- 11.98%
- 1Y
- 17.72%
- 3Y*
- 10.49%
- 5Y*
- 7.11%
- 10Y*
- 7.71%
SHYTX
- 1D
- 0.39%
- 1M
- -1.78%
- YTD
- -0.15%
- 6M
- 1.70%
- 1Y
- 3.79%
- 3Y*
- 4.58%
- 5Y*
- 0.41%
- 10Y*
- 2.19%
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AAAZX vs. SHYTX - Expense Ratio Comparison
AAAZX has a 0.90% expense ratio, which is higher than SHYTX's 0.59% expense ratio.
Return for Risk
AAAZX vs. SHYTX — Risk / Return Rank
AAAZX
SHYTX
AAAZX vs. SHYTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Real Assets Fund (AAAZX) and DWS Strategic High Yield Tax (SHYTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAAZX | SHYTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.70 | +0.89 |
Sortino ratioReturn per unit of downside risk | 2.13 | 0.95 | +1.18 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.18 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 0.79 | +1.14 |
Martin ratioReturn relative to average drawdown | 10.35 | 2.42 | +7.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAAZX | SHYTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.70 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.08 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.44 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.23 | -0.83 |
Correlation
The correlation between AAAZX and SHYTX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AAAZX vs. SHYTX - Dividend Comparison
AAAZX's dividend yield for the trailing twelve months is around 3.78%, less than SHYTX's 5.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAZX DWS RREEF Real Assets Fund | 3.78% | 4.15% | 2.85% | 2.40% | 4.50% | 2.62% | 1.60% | 2.07% | 1.89% | 1.79% | 1.82% | 2.53% |
SHYTX DWS Strategic High Yield Tax | 5.50% | 5.59% | 4.01% | 3.14% | 2.90% | 2.88% | 4.44% | 4.87% | 4.35% | 3.49% | 4.29% | 4.79% |
Drawdowns
AAAZX vs. SHYTX - Drawdown Comparison
The maximum AAAZX drawdown since its inception was -40.45%, which is greater than SHYTX's maximum drawdown of -27.17%. Use the drawdown chart below to compare losses from any high point for AAAZX and SHYTX.
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Drawdown Indicators
| AAAZX | SHYTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.45% | -27.17% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -5.90% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -22.52% | -22.59% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -29.44% | -22.59% | -6.85% |
Current DrawdownCurrent decline from peak | -3.57% | -2.68% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -2.76% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.93% | -0.14% |
Volatility
AAAZX vs. SHYTX - Volatility Comparison
DWS RREEF Real Assets Fund (AAAZX) has a higher volatility of 3.32% compared to DWS Strategic High Yield Tax (SHYTX) at 1.46%. This indicates that AAAZX's price experiences larger fluctuations and is considered to be riskier than SHYTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAZX | SHYTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 1.46% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 2.20% | +5.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 6.04% | +5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.20% | 5.18% | +7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.68% | 5.00% | +7.68% |