BIGPX vs. AAAAX
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
BIGPX vs. AAAAX - Performance Comparison
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BIGPX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
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, BIGPX achieves a -1.73% return, which is significantly lower than AAAAX's 9.77% return. Both investments have delivered pretty close results over the past 10 years, with BIGPX having a 7.70% annualized return and AAAAX not far behind at 7.40%.
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
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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BIGPX vs. AAAAX - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
BIGPX vs. AAAAX — Risk / Return Rank
BIGPX
AAAAX
BIGPX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) 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.
| BIGPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.57 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.11 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.91 | -0.15 |
Martin ratioReturn relative to average drawdown | 7.52 | 10.22 | -2.70 |
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
| BIGPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.57 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.56 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.59 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.38 | +0.07 |
Correlation
The correlation between BIGPX and AAAAX is 0.75, 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
BIGPX vs. AAAAX - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
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
BIGPX vs. AAAAX - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for BIGPX and AAAAX.
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Drawdown Indicators
| BIGPX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -40.47% | -6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -9.55% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -22.62% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -29.41% | +7.07% |
Current DrawdownCurrent decline from peak | -5.24% | -3.53% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -6.89% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.79% | +0.06% |
Volatility
BIGPX vs. AAAAX - Volatility Comparison
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has a higher volatility of 4.62% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that BIGPX'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
| BIGPX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 3.27% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 7.26% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 11.62% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 12.19% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 12.66% | -1.37% |