RCLVX vs. AAAAX
Compare and contrast key facts about Russell Investments LifePoints Conservative Strategy Fund (RCLVX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
RCLVX is managed by Russell. It was launched on Mar 23, 1998. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
RCLVX vs. AAAAX - Performance Comparison
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RCLVX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCLVX Russell Investments LifePoints Conservative Strategy Fund | -0.33% | 8.93% | 3.04% | 7.61% | -14.04% | 3.05% | 5.21% | 9.30% | -2.75% | 5.35% |
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, RCLVX achieves a -0.33% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, RCLVX has underperformed AAAAX with an annualized return of 2.61%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
RCLVX
- 1D
- 0.66%
- 1M
- -2.55%
- YTD
- -0.33%
- 6M
- 0.63%
- 1Y
- 6.39%
- 3Y*
- 5.24%
- 5Y*
- 1.17%
- 10Y*
- 2.61%
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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RCLVX vs. AAAAX - Expense Ratio Comparison
RCLVX has a 0.67% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
RCLVX vs. AAAAX — Risk / Return Rank
RCLVX
AAAAX
RCLVX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Conservative Strategy Fund (RCLVX) 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.
| RCLVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.57 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.11 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.91 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.12 | 10.22 | -3.10 |
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
| RCLVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.57 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.56 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.59 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.38 | -0.13 |
Correlation
The correlation between RCLVX 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
RCLVX vs. AAAAX - Dividend Comparison
RCLVX's dividend yield for the trailing twelve months is around 3.63%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCLVX Russell Investments LifePoints Conservative Strategy Fund | 3.63% | 3.62% | 2.47% | 1.63% | 2.16% | 6.68% | 1.97% | 3.27% | 3.25% | 2.98% | 4.74% | 11.07% |
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
RCLVX vs. AAAAX - Drawdown Comparison
The maximum RCLVX drawdown since its inception was -28.60%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for RCLVX and AAAAX.
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Drawdown Indicators
| RCLVX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.60% | -40.47% | +11.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.81% | -9.55% | +5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -19.23% | -22.62% | +3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -19.23% | -29.41% | +10.18% |
Current DrawdownCurrent decline from peak | -2.86% | -3.53% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -6.89% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.79% | -0.81% |
Volatility
RCLVX vs. AAAAX - Volatility Comparison
The current volatility for Russell Investments LifePoints Conservative Strategy Fund (RCLVX) is 2.03%, while DWS RREEF Real Assets Fund - Class A (AAAAX) has a volatility of 3.27%. This indicates that RCLVX experiences smaller price fluctuations and is considered to be less risky 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
| RCLVX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.03% | 3.27% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 7.26% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 11.62% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 12.19% | -6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.61% | 12.66% | -7.05% |