DESGX vs. AAAAX
Compare and contrast key facts about DWS ESG Core Equity Fund (DESGX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
DESGX is managed by DWS. It was launched on Jul 31, 2005. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
DESGX vs. AAAAX - Performance Comparison
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DESGX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DESGX DWS ESG Core Equity Fund | -3.04% | 18.92% | 23.55% | 26.68% | -15.56% | 28.99% | 19.13% | 28.18% | -17.30% | 13.02% |
AAAAX DWS RREEF Real Assets Fund - Class A | 10.09% | 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, DESGX achieves a -3.04% return, which is significantly lower than AAAAX's 10.09% return. Over the past 10 years, DESGX has outperformed AAAAX with an annualized return of 11.80%, while AAAAX has yielded a comparatively lower 7.43% annualized return.
DESGX
- 1D
- 0.89%
- 1M
- -3.34%
- YTD
- -3.04%
- 6M
- 1.37%
- 1Y
- 21.81%
- 3Y*
- 18.54%
- 5Y*
- 12.59%
- 10Y*
- 11.80%
AAAAX
- 1D
- 0.29%
- 1M
- -1.55%
- YTD
- 10.09%
- 6M
- 12.43%
- 1Y
- 17.26%
- 3Y*
- 10.30%
- 5Y*
- 6.84%
- 10Y*
- 7.43%
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DESGX vs. AAAAX - Expense Ratio Comparison
DESGX has a 0.64% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
DESGX vs. AAAAX — Risk / Return Rank
DESGX
AAAAX
DESGX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS ESG Core Equity Fund (DESGX) 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.
| DESGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.55 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.08 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.96 | -0.13 |
Martin ratioReturn relative to average drawdown | 8.64 | 10.39 | -1.75 |
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
| DESGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.55 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.56 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.59 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.39 | +0.11 |
Correlation
The correlation between DESGX 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
DESGX vs. AAAAX - Dividend Comparison
DESGX's dividend yield for the trailing twelve months is around 5.94%, more than AAAAX's 3.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DESGX DWS ESG Core Equity Fund | 5.94% | 5.76% | 7.94% | 2.80% | 4.21% | 12.80% | 4.06% | 7.61% | 21.12% | 3.53% | 6.49% | 7.25% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.22% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
DESGX vs. AAAAX - Drawdown Comparison
The maximum DESGX drawdown since its inception was -58.26%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for DESGX and AAAAX.
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Drawdown Indicators
| DESGX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -40.47% | -17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | -8.37% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -22.62% | +0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.68% | -29.41% | -5.27% |
Current DrawdownCurrent decline from peak | -5.82% | -3.25% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -6.89% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.80% | +0.98% |
Volatility
DESGX vs. AAAAX - Volatility Comparison
DWS ESG Core Equity Fund (DESGX) has a higher volatility of 5.39% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 2.85%. This indicates that DESGX'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
| DESGX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 2.85% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 7.26% | +2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 11.62% | +7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 12.18% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 12.66% | +5.55% |