RALVX vs. AAAAX
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
RALVX is managed by Russell. It was launched on Mar 23, 1998. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
RALVX vs. AAAAX - Performance Comparison
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RALVX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | -3.52% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
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, RALVX achieves a -3.52% return, which is significantly lower than AAAAX's 8.59% return. Both investments have delivered pretty close results over the past 10 years, with RALVX having a 7.29% annualized return and AAAAX not far behind at 7.28%.
RALVX
- 1D
- -0.08%
- 1M
- -7.89%
- YTD
- -3.52%
- 6M
- -1.00%
- 1Y
- 14.04%
- 3Y*
- 11.85%
- 5Y*
- 6.32%
- 10Y*
- 7.29%
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%
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RALVX vs. AAAAX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
RALVX vs. AAAAX — Risk / Return Rank
RALVX
AAAAX
RALVX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Growth Strategy Fund (RALVX) 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.
| RALVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.49 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.00 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.80 | -0.54 |
Martin ratioReturn relative to average drawdown | 5.87 | 9.69 | -3.81 |
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
| RALVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.49 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.56 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.58 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.38 | -0.16 |
Correlation
The correlation between RALVX and AAAAX is 0.79, 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
RALVX vs. AAAAX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 12.10%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 12.10% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
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
RALVX vs. AAAAX - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for RALVX and AAAAX.
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Drawdown Indicators
| RALVX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -40.47% | -19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -9.55% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -22.62% | -1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -29.41% | -0.67% |
Current DrawdownCurrent decline from peak | -8.16% | -4.57% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -6.89% | -6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 1.77% | +0.39% |
Volatility
RALVX vs. AAAAX - Volatility Comparison
Russell Investments LifePoints Growth Strategy Fund (RALVX) has a higher volatility of 3.98% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that RALVX'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
| RALVX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.03% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 7.22% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 11.60% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.10% | 12.18% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.63% | 12.66% | +0.97% |