RELVX vs. AAAAX
Compare and contrast key facts about Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
RELVX is managed by Russell. It was launched on Mar 23, 1998. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
RELVX vs. AAAAX - Performance Comparison
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RELVX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | -1.51% | 18.70% | 12.82% | 18.70% | -17.25% | 20.58% | 4.04% | 18.42% | -9.80% | 15.56% |
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, RELVX achieves a -1.51% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, RELVX has outperformed AAAAX with an annualized return of 8.28%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
RELVX
- 1D
- 2.42%
- 1M
- -5.78%
- YTD
- -1.51%
- 6M
- 0.89%
- 1Y
- 17.54%
- 3Y*
- 13.85%
- 5Y*
- 7.39%
- 10Y*
- 8.28%
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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RELVX vs. AAAAX - Expense Ratio Comparison
RELVX has a 0.72% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
RELVX vs. AAAAX — Risk / Return Rank
RELVX
AAAAX
RELVX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) 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.
| RELVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.57 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.11 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.91 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.61 | 10.22 | -2.60 |
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
| RELVX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.57 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.59 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.38 | -0.20 |
Correlation
The correlation between RELVX 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
RELVX vs. AAAAX - Dividend Comparison
RELVX's dividend yield for the trailing twelve months is around 10.84%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | 10.84% | 10.67% | 0.80% | 1.15% | 5.74% | 8.12% | 1.67% | 3.09% | 5.24% | 2.47% | 1.82% | 1.15% |
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
RELVX vs. AAAAX - Drawdown Comparison
The maximum RELVX drawdown since its inception was -66.26%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for RELVX and AAAAX.
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Drawdown Indicators
| RELVX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.26% | -40.47% | -25.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -9.55% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -22.62% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.08% | -29.41% | -4.67% |
Current DrawdownCurrent decline from peak | -6.56% | -3.53% | -3.03% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -6.89% | -10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 1.79% | +0.59% |
Volatility
RELVX vs. AAAAX - Volatility Comparison
Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) has a higher volatility of 5.08% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that RELVX'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
| RELVX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 3.27% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 7.26% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.04% | 11.62% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 12.19% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.15% | 12.66% | +2.49% |