MAPOX vs. AAAAX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
MAPOX vs. AAAAX - Performance Comparison
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MAPOX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | -1.77% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
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, MAPOX achieves a -1.77% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, MAPOX has underperformed AAAAX with an annualized return of 6.92%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
MAPOX
- 1D
- 1.48%
- 1M
- -4.93%
- YTD
- -1.77%
- 6M
- -1.70%
- 1Y
- 4.70%
- 3Y*
- 8.18%
- 5Y*
- 3.74%
- 10Y*
- 6.92%
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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MAPOX vs. AAAAX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
MAPOX vs. AAAAX — Risk / Return Rank
MAPOX
AAAAX
MAPOX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) 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.
| MAPOX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.57 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.71 | 2.11 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.32 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 1.91 | -1.18 |
Martin ratioReturn relative to average drawdown | 2.61 | 10.22 | -7.61 |
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
| MAPOX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.57 | -1.11 |
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 | 0.62 | 0.59 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.38 | -0.37 |
Correlation
The correlation between MAPOX and AAAAX is 0.74, 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
MAPOX vs. AAAAX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.07%, less than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.07% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
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
MAPOX vs. AAAAX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for MAPOX and AAAAX.
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Drawdown Indicators
| MAPOX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -40.47% | -29.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -9.55% | +2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -22.62% | +1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -29.41% | +4.61% |
Current DrawdownCurrent decline from peak | -5.24% | -3.53% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -6.89% | -14.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.79% | +0.24% |
Volatility
MAPOX vs. AAAAX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) and DWS RREEF Real Assets Fund - Class A (AAAAX) have volatilities of 3.33% and 3.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.27% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 7.26% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 11.62% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 12.19% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 12.66% | -1.54% |