ARANX vs. AAAAX
Compare and contrast key facts about Horizon Active Risk Assist Fund (ARANX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
ARANX is managed by Horizon Investments. It was launched on Aug 27, 2014. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
ARANX vs. AAAAX - Performance Comparison
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ARANX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARANX Horizon Active Risk Assist Fund | -2.67% | 14.03% | 13.60% | 16.70% | -19.38% | 20.69% | 4.25% | 12.63% | -7.49% | 18.06% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, ARANX achieves a -2.67% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, ARANX has underperformed AAAAX with an annualized return of 6.68%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
ARANX
- 1D
- 3.12%
- 1M
- -5.93%
- YTD
- -2.67%
- 6M
- -0.97%
- 1Y
- 12.77%
- 3Y*
- 12.80%
- 5Y*
- 5.71%
- 10Y*
- 6.68%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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ARANX vs. AAAAX - Expense Ratio Comparison
ARANX has a 1.17% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
ARANX vs. AAAAX — Risk / Return Rank
ARANX
AAAAX
ARANX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Risk Assist Fund (ARANX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| ARANX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.57 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.29 | 2.11 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.91 | -0.62 |
Martin ratioReturn relative to average drawdown | 4.74 | 10.22 | -5.48 |
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
| ARANX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.57 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.56 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.59 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.38 | +0.04 |
Correlation
The correlation between ARANX and AAAAX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARANX vs. AAAAX - Dividend Comparison
ARANX's dividend yield for the trailing twelve months is around 9.39%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARANX Horizon Active Risk Assist Fund | 9.39% | 9.14% | 10.35% | 0.83% | 0.53% | 8.22% | 0.37% | 1.00% | 3.91% | 4.70% | 0.86% | 1.06% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
ARANX vs. AAAAX - Drawdown Comparison
The maximum ARANX drawdown since its inception was -21.50%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for ARANX and AAAAX.
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Drawdown Indicators
| ARANX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.50% | -40.47% | +18.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -9.55% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.50% | -22.62% | +1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -21.50% | -29.41% | +7.91% |
Current DrawdownCurrent decline from peak | -7.32% | -3.53% | -3.79% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -6.89% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.79% | +0.98% |
Volatility
ARANX vs. AAAAX - Volatility Comparison
Horizon Active Risk Assist Fund (ARANX) has a higher volatility of 6.38% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that ARANX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARANX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 3.27% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 7.26% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.20% | 11.62% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.62% | 12.19% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 12.66% | -0.14% |