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IAVIX vs. AAAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IAVIX vs. AAAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Solution Aggressive Portfolio (IAVIX) and DWS RREEF Real Assets Fund - Class A (AAAAX). The values are adjusted to include any dividend payments, if applicable.

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IAVIX vs. AAAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAVIX
Voya Solution Aggressive Portfolio
-5.83%17.02%17.46%21.18%-19.47%19.88%16.13%25.43%-10.65%22.20%
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, IAVIX achieves a -5.83% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, IAVIX has outperformed AAAAX with an annualized return of 10.00%, while AAAAX has yielded a comparatively lower 7.28% annualized return.


IAVIX

1D
-1.94%
1M
-8.82%
YTD
-5.83%
6M
-3.49%
1Y
12.76%
3Y*
13.70%
5Y*
7.32%
10Y*
10.00%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IAVIX vs. AAAAX - Expense Ratio Comparison

IAVIX has a 0.36% expense ratio, which is lower than AAAAX's 1.22% expense ratio.


Return for Risk

IAVIX vs. AAAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IAVIX
IAVIX Risk / Return Rank: 3434
Overall Rank
IAVIX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
IAVIX Sortino Ratio Rank: 4242
Sortino Ratio Rank
IAVIX Omega Ratio Rank: 4444
Omega Ratio Rank
IAVIX Calmar Ratio Rank: 2020
Calmar Ratio Rank
IAVIX Martin Ratio Rank: 2727
Martin Ratio Rank

AAAAX
AAAAX Risk / Return Rank: 8181
Overall Rank
AAAAX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
AAAAX Sortino Ratio Rank: 8080
Sortino Ratio Rank
AAAAX Omega Ratio Rank: 7979
Omega Ratio Rank
AAAAX Calmar Ratio Rank: 7777
Calmar Ratio Rank
AAAAX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IAVIX vs. AAAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Solution Aggressive Portfolio (IAVIX) 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.


IAVIXAAAAXDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.49

-0.64

Sortino ratio

Return per unit of downside risk

1.31

2.00

-0.69

Omega ratio

Gain probability vs. loss probability

1.19

1.30

-0.11

Calmar ratio

Return relative to maximum drawdown

0.60

1.80

-1.20

Martin ratio

Return relative to average drawdown

2.88

9.69

-6.81

IAVIX vs. AAAAX - Sharpe Ratio Comparison

The current IAVIX Sharpe Ratio is 0.85, which is lower than the AAAAX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of IAVIX and AAAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IAVIXAAAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.49

-0.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.56

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.58

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.38

+0.16

Correlation

The correlation between IAVIX 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

IAVIX vs. AAAAX - Dividend Comparison

IAVIX's dividend yield for the trailing twelve months is around 8.51%, more than AAAAX's 3.26% yield.


TTM20252024202320222021202020192018201720162015
IAVIX
Voya Solution Aggressive Portfolio
8.51%8.01%0.50%6.64%21.30%1.19%7.68%8.98%6.09%1.91%6.81%5.86%
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

IAVIX vs. AAAAX - Drawdown Comparison

The maximum IAVIX drawdown since its inception was -35.38%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for IAVIX and AAAAX.


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Drawdown Indicators


IAVIXAAAAXDifference

Max Drawdown

Largest peak-to-trough decline

-35.38%

-40.47%

+5.09%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-9.55%

-1.87%

Max Drawdown (5Y)

Largest decline over 5 years

-26.35%

-22.62%

-3.73%

Max Drawdown (10Y)

Largest decline over 10 years

-35.38%

-29.41%

-5.97%

Current Drawdown

Current decline from peak

-8.99%

-4.57%

-4.42%

Average Drawdown

Average peak-to-trough decline

-5.29%

-6.89%

+1.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

1.77%

+1.02%

Volatility

IAVIX vs. AAAAX - Volatility Comparison

Voya Solution Aggressive Portfolio (IAVIX) has a higher volatility of 3.83% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that IAVIX'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


IAVIXAAAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.83%

3.03%

+0.80%

Volatility (6M)

Calculated over the trailing 6-month period

8.69%

7.22%

+1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

16.76%

11.60%

+5.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.71%

12.18%

+3.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.96%

12.66%

+4.30%