MXBPX vs. AAAAX
Compare and contrast key facts about Great-West Moderately Aggressive Profile Fund (MXBPX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
MXBPX is managed by Great-West. It was launched on Sep 15, 1999. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
MXBPX vs. AAAAX - Performance Comparison
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MXBPX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | -0.27% | 13.78% | 9.00% | 13.96% | -13.04% | 14.39% | 11.44% | 20.91% | -8.67% | 13.52% |
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, MXBPX achieves a -0.27% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, MXBPX has underperformed AAAAX with an annualized return of 6.91%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
MXBPX
- 1D
- 1.92%
- 1M
- -4.74%
- YTD
- -0.27%
- 6M
- 1.69%
- 1Y
- 12.35%
- 3Y*
- 10.62%
- 5Y*
- 5.80%
- 10Y*
- 6.91%
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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MXBPX vs. AAAAX - Expense Ratio Comparison
MXBPX has a 0.42% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
MXBPX vs. AAAAX — Risk / Return Rank
MXBPX
AAAAX
MXBPX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Aggressive Profile Fund (MXBPX) 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.
| MXBPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.57 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.36 | 2.11 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.91 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.32 | 10.22 | -4.89 |
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
| MXBPX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.57 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.56 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.38 | -0.28 |
Correlation
The correlation between MXBPX 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
MXBPX vs. AAAAX - Dividend Comparison
MXBPX's dividend yield for the trailing twelve months is around 5.94%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBPX Great-West Moderately Aggressive Profile Fund | 5.94% | 5.92% | 6.18% | 5.45% | 9.89% | 9.76% | 8.52% | 11.28% | 12.07% | 4.47% | 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
MXBPX vs. AAAAX - Drawdown Comparison
The maximum MXBPX drawdown since its inception was -55.80%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for MXBPX and AAAAX.
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Drawdown Indicators
| MXBPX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.80% | -40.47% | -15.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -9.55% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -22.62% | -2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -28.63% | -29.41% | +0.78% |
Current DrawdownCurrent decline from peak | -5.34% | -3.53% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -6.89% | -14.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.79% | +0.56% |
Volatility
MXBPX vs. AAAAX - Volatility Comparison
Great-West Moderately Aggressive Profile Fund (MXBPX) has a higher volatility of 4.26% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that MXBPX'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
| MXBPX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 3.27% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.20% | 7.26% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 11.62% | +1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.42% | 12.19% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 12.66% | +1.01% |