AXBAX vs. AAAAX
Compare and contrast key facts about Columbia Capital Allocation Aggressive Portfolio (AXBAX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
AXBAX is managed by Columbia. It was launched on Mar 3, 2004. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
AXBAX vs. AAAAX - Performance Comparison
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AXBAX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | -4.42% | 19.12% | 15.47% | 19.89% | -19.11% | 16.33% | 14.11% | 23.88% | -9.47% | 22.31% |
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, AXBAX achieves a -4.42% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, AXBAX has outperformed AAAAX with an annualized return of 9.34%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
AXBAX
- 1D
- -0.22%
- 1M
- -7.52%
- YTD
- -4.42%
- 6M
- -1.67%
- 1Y
- 16.36%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- 9.34%
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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AXBAX vs. AAAAX - Expense Ratio Comparison
AXBAX has a 0.39% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
AXBAX vs. AAAAX — Risk / Return Rank
AXBAX
AAAAX
AXBAX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) 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.
| AXBAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.49 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.00 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.80 | -0.35 |
Martin ratioReturn relative to average drawdown | 6.98 | 9.69 | -2.71 |
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
| AXBAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.49 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.56 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.38 | +0.10 |
Correlation
The correlation between AXBAX and AAAAX is 0.78, 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
AXBAX vs. AAAAX - Dividend Comparison
AXBAX's dividend yield for the trailing twelve months is around 10.26%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | 10.26% | 9.81% | 5.23% | 5.43% | 7.50% | 13.35% | 5.91% | 7.55% | 10.64% | 7.46% | 3.76% | 7.23% |
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
AXBAX vs. AAAAX - Drawdown Comparison
The maximum AXBAX drawdown since its inception was -50.83%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for AXBAX and AAAAX.
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Drawdown Indicators
| AXBAX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.83% | -40.47% | -10.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -9.55% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -22.62% | -3.16% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -29.41% | -1.86% |
Current DrawdownCurrent decline from peak | -8.03% | -4.57% | -3.46% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -6.89% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.77% | +0.34% |
Volatility
AXBAX vs. AAAAX - Volatility Comparison
Columbia Capital Allocation Aggressive Portfolio (AXBAX) has a higher volatility of 4.43% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that AXBAX'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
| AXBAX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.03% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 7.22% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 11.60% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 12.18% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 12.66% | +2.10% |