SCORX vs. AAAAX
Compare and contrast key facts about Sextant Core Fund (SCORX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
SCORX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2007. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
SCORX vs. AAAAX - Performance Comparison
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SCORX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCORX Sextant Core Fund | -1.03% | 14.20% | 9.80% | 9.85% | -10.39% | 12.12% | 10.37% | 20.01% | -4.61% | 14.58% |
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, SCORX achieves a -1.03% return, which is significantly lower than AAAAX's 8.59% return. Both investments have delivered pretty close results over the past 10 years, with SCORX having a 7.45% annualized return and AAAAX not far behind at 7.28%.
SCORX
- 1D
- -0.05%
- 1M
- -6.43%
- YTD
- -1.03%
- 6M
- -0.80%
- 1Y
- 13.85%
- 3Y*
- 9.87%
- 5Y*
- 5.99%
- 10Y*
- 7.45%
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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SCORX vs. AAAAX - Expense Ratio Comparison
SCORX has a 0.90% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
SCORX vs. AAAAX — Risk / Return Rank
SCORX
AAAAX
SCORX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Core Fund (SCORX) 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.
| SCORX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.49 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.98 | 2.00 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.80 | +0.17 |
Martin ratioReturn relative to average drawdown | 7.45 | 9.69 | -2.24 |
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
| SCORX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.49 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.56 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.58 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between SCORX 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
SCORX vs. AAAAX - Dividend Comparison
SCORX's dividend yield for the trailing twelve months is around 2.17%, less than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCORX Sextant Core Fund | 2.17% | 2.14% | 2.78% | 1.61% | 1.51% | 3.13% | 1.42% | 5.99% | 1.43% | 1.36% | 1.48% | 4.95% |
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
SCORX vs. AAAAX - Drawdown Comparison
The maximum SCORX drawdown since its inception was -32.34%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for SCORX and AAAAX.
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Drawdown Indicators
| SCORX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.34% | -40.47% | +8.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -9.55% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -17.05% | -22.62% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -21.10% | -29.41% | +8.31% |
Current DrawdownCurrent decline from peak | -6.62% | -4.57% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -6.89% | +2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.77% | +0.04% |
Volatility
SCORX vs. AAAAX - Volatility Comparison
Sextant Core Fund (SCORX) has a higher volatility of 3.53% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that SCORX'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
| SCORX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.03% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 7.22% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.43% | 11.60% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.10% | 12.18% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.69% | 12.66% | -2.97% |