LAGIX vs. AAAAX
Compare and contrast key facts about Ladenburg Aggressive Growth Fund (LAGIX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
LAGIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
LAGIX vs. AAAAX - Performance Comparison
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LAGIX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | -1.02% | 11.14% | 7.54% | 19.26% | -18.90% | 17.65% | 17.60% | 25.43% | -9.44% | 17.74% |
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, LAGIX achieves a -1.02% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, LAGIX has outperformed AAAAX with an annualized return of 8.61%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
LAGIX
- 1D
- 2.43%
- 1M
- -4.67%
- YTD
- -1.02%
- 6M
- 0.21%
- 1Y
- 14.71%
- 3Y*
- 10.15%
- 5Y*
- 4.94%
- 10Y*
- 8.61%
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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LAGIX vs. AAAAX - Expense Ratio Comparison
LAGIX has a 0.85% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
LAGIX vs. AAAAX — Risk / Return Rank
LAGIX
AAAAX
LAGIX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Aggressive Growth Fund (LAGIX) 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.
| LAGIX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.57 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.40 | 2.11 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.91 | -0.54 |
Martin ratioReturn relative to average drawdown | 6.38 | 10.22 | -3.83 |
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
| LAGIX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.57 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.56 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.59 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between LAGIX 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
LAGIX vs. AAAAX - Dividend Comparison
LAGIX's dividend yield for the trailing twelve months is around 5.19%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGIX Ladenburg Aggressive Growth Fund | 5.19% | 5.14% | 0.00% | 2.85% | 0.58% | 1.18% | 1.64% | 3.18% | 1.23% | 0.55% | 0.00% | 0.00% |
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
LAGIX vs. AAAAX - Drawdown Comparison
The maximum LAGIX drawdown since its inception was -31.30%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for LAGIX and AAAAX.
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Drawdown Indicators
| LAGIX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.30% | -40.47% | +9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -9.55% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -22.62% | -3.13% |
Max Drawdown (10Y)Largest decline over 10 years | -31.30% | -29.41% | -1.89% |
Current DrawdownCurrent decline from peak | -5.32% | -3.53% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -6.89% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 1.79% | +0.67% |
Volatility
LAGIX vs. AAAAX - Volatility Comparison
Ladenburg Aggressive Growth Fund (LAGIX) has a higher volatility of 4.86% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that LAGIX'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
| LAGIX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.27% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 7.26% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 11.62% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 12.19% | +3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 12.66% | +3.86% |