SACAX vs. AAAAX
Compare and contrast key facts about Principal SAM Strategic Growth Portfolio (SACAX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
SACAX is managed by Principal. It was launched on Jul 24, 1996. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
SACAX vs. AAAAX - Performance Comparison
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SACAX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SACAX Principal SAM Strategic Growth Portfolio | -3.93% | 16.56% | 24.20% | 21.42% | -19.06% | 19.34% | 15.11% | 26.87% | -9.13% | 21.68% |
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, SACAX achieves a -3.93% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, SACAX has outperformed AAAAX with an annualized return of 10.78%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
SACAX
- 1D
- -0.36%
- 1M
- -8.47%
- YTD
- -3.93%
- 6M
- -1.85%
- 1Y
- 13.46%
- 3Y*
- 16.91%
- 5Y*
- 9.09%
- 10Y*
- 10.78%
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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SACAX vs. AAAAX - Expense Ratio Comparison
SACAX has a 0.61% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
SACAX vs. AAAAX — Risk / Return Rank
SACAX
AAAAX
SACAX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SAM Strategic Growth Portfolio (SACAX) 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.
| SACAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.49 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.00 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.80 | -0.75 |
Martin ratioReturn relative to average drawdown | 4.99 | 9.69 | -4.70 |
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
| SACAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.49 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.56 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.38 | +0.07 |
Correlation
The correlation between SACAX and AAAAX is 0.78, 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
SACAX vs. AAAAX - Dividend Comparison
SACAX's dividend yield for the trailing twelve months is around 12.48%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SACAX Principal SAM Strategic Growth Portfolio | 12.48% | 11.99% | 13.37% | 1.16% | 9.30% | 7.53% | 4.02% | 4.47% | 20.79% | 6.82% | 3.68% | 14.08% |
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
SACAX vs. AAAAX - Drawdown Comparison
The maximum SACAX drawdown since its inception was -54.31%, which is greater than AAAAX's maximum drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for SACAX and AAAAX.
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Drawdown Indicators
| SACAX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.31% | -40.47% | -13.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -9.55% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -26.96% | -22.62% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.90% | -29.41% | -5.49% |
Current DrawdownCurrent decline from peak | -8.85% | -4.57% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -6.89% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.77% | +0.60% |
Volatility
SACAX vs. AAAAX - Volatility Comparison
Principal SAM Strategic Growth Portfolio (SACAX) has a higher volatility of 4.89% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that SACAX'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
| SACAX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 3.03% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 7.22% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 11.60% | +3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 12.18% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 12.66% | +3.32% |