BIMPX vs. AAAAX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Fund (BIMPX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
BIMPX is managed by BlackRock. It was launched on Dec 20, 2006. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
BIMPX vs. AAAAX - Performance Comparison
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BIMPX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | -1.31% | 13.43% | 4.93% | 12.41% | -14.84% | 3.51% | 19.76% | 16.65% | -3.77% | 11.77% |
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, BIMPX achieves a -1.31% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, BIMPX has underperformed AAAAX with an annualized return of 6.13%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
BIMPX
- 1D
- 1.58%
- 1M
- -3.70%
- YTD
- -1.31%
- 6M
- 0.16%
- 1Y
- 11.33%
- 3Y*
- 8.33%
- 5Y*
- 3.58%
- 10Y*
- 6.13%
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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BIMPX vs. AAAAX - Expense Ratio Comparison
BIMPX has a 0.11% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
BIMPX vs. AAAAX — Risk / Return Rank
BIMPX
AAAAX
BIMPX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Fund (BIMPX) 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.
| BIMPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.57 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.98 | 2.11 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.91 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.58 | 10.22 | -2.64 |
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
| BIMPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.57 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.56 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.59 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
Correlation
The correlation between BIMPX 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
BIMPX vs. AAAAX - Dividend Comparison
BIMPX's dividend yield for the trailing twelve months is around 5.76%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 5.76% | 5.68% | 0.00% | 2.96% | 3.06% | 6.35% | 4.34% | 2.66% | 7.95% | 2.50% | 1.83% | 9.76% |
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
BIMPX vs. AAAAX - Drawdown Comparison
The maximum BIMPX drawdown since its inception was -39.37%, roughly equal to the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for BIMPX and AAAAX.
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Drawdown Indicators
| BIMPX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.37% | -40.47% | +1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -6.07% | -9.55% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -19.85% | -22.62% | +2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -19.85% | -29.41% | +9.56% |
Current DrawdownCurrent decline from peak | -4.25% | -3.53% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -6.89% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 1.79% | -0.31% |
Volatility
BIMPX vs. AAAAX - Volatility Comparison
BlackRock 40/60 Target Allocation Fund (BIMPX) has a higher volatility of 3.61% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that BIMPX'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
| BIMPX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 3.27% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 5.19% | 7.26% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.64% | 11.62% | -2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.11% | 12.19% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.50% | 12.66% | -4.16% |