ARCHX vs. AAAAX
Compare and contrast key facts about Archer Balanced Fund (ARCHX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
ARCHX is managed by Archer. It was launched on Sep 19, 2005. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
ARCHX vs. AAAAX - Performance Comparison
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ARCHX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | -0.82% | 14.85% | 12.15% | 13.52% | -11.55% | 17.58% | 6.19% | 21.07% | -6.87% | 13.74% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 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, ARCHX achieves a -0.82% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, ARCHX has outperformed AAAAX with an annualized return of 7.98%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
ARCHX
- 1D
- -0.36%
- 1M
- -6.50%
- YTD
- -0.82%
- 6M
- 3.03%
- 1Y
- 16.23%
- 3Y*
- 12.21%
- 5Y*
- 7.65%
- 10Y*
- 7.98%
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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ARCHX vs. AAAAX - Expense Ratio Comparison
ARCHX has a 1.20% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
ARCHX vs. AAAAX — Risk / Return Rank
ARCHX
AAAAX
ARCHX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Balanced Fund (ARCHX) 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.
| ARCHX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.49 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.26 | 2.00 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.80 | +0.28 |
Martin ratioReturn relative to average drawdown | 9.81 | 9.69 | +0.12 |
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
| ARCHX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.49 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.56 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.58 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.38 | -0.37 |
Correlation
The correlation between ARCHX and AAAAX is 0.73, 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
ARCHX vs. AAAAX - Dividend Comparison
ARCHX's dividend yield for the trailing twelve months is around 2.87%, less than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | 2.87% | 2.85% | 4.21% | 1.32% | 3.26% | 1.82% | 1.31% | 2.06% | 2.13% | 3.11% | 2.11% | 1.40% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
ARCHX vs. AAAAX - Drawdown Comparison
The maximum ARCHX drawdown since its inception was -98.08%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for ARCHX and AAAAX.
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Drawdown Indicators
| ARCHX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.08% | -40.47% | -57.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.47% | -9.55% | +2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -98.08% | -22.62% | -75.46% |
Max Drawdown (10Y)Largest decline over 10 years | -98.08% | -29.41% | -68.67% |
Current DrawdownCurrent decline from peak | -97.59% | -4.57% | -93.02% |
Average DrawdownAverage peak-to-trough decline | -12.01% | -6.89% | -5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 1.77% | -0.18% |
Volatility
ARCHX vs. AAAAX - Volatility Comparison
The current volatility for Archer Balanced Fund (ARCHX) is 2.69%, while DWS RREEF Real Assets Fund - Class A (AAAAX) has a volatility of 3.03%. This indicates that ARCHX experiences smaller price fluctuations and is considered to be less risky 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
| ARCHX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.69% | 3.03% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 7.22% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.92% | 11.60% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,319.56% | 12.18% | +2,307.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,640.12% | 12.66% | +1,627.46% |