SHYTX vs. AAAAX
Compare and contrast key facts about DWS Strategic High Yield Tax (SHYTX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
SHYTX is managed by DWS. It was launched on Jan 21, 1987. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
SHYTX vs. AAAAX - Performance Comparison
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SHYTX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHYTX DWS Strategic High Yield Tax | -0.15% | 4.05% | 5.47% | 7.64% | -17.22% | 5.44% | 5.04% | 9.64% | -0.46% | 5.99% |
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, SHYTX achieves a -0.15% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, SHYTX has underperformed AAAAX with an annualized return of 2.19%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
SHYTX
- 1D
- 0.39%
- 1M
- -1.78%
- YTD
- -0.15%
- 6M
- 1.70%
- 1Y
- 3.79%
- 3Y*
- 4.58%
- 5Y*
- 0.41%
- 10Y*
- 2.19%
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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SHYTX vs. AAAAX - Expense Ratio Comparison
SHYTX has a 0.59% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
SHYTX vs. AAAAX — Risk / Return Rank
SHYTX
AAAAX
SHYTX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Strategic High Yield Tax (SHYTX) 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.
| SHYTX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.57 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.11 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.91 | -1.12 |
Martin ratioReturn relative to average drawdown | 2.42 | 10.22 | -7.80 |
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
| SHYTX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.57 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.56 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.59 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.38 | +0.85 |
Correlation
The correlation between SHYTX and AAAAX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SHYTX vs. AAAAX - Dividend Comparison
SHYTX's dividend yield for the trailing twelve months is around 5.50%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHYTX DWS Strategic High Yield Tax | 5.50% | 5.59% | 4.01% | 3.14% | 2.90% | 2.88% | 4.44% | 4.87% | 4.35% | 3.49% | 4.29% | 4.79% |
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
SHYTX vs. AAAAX - Drawdown Comparison
The maximum SHYTX drawdown since its inception was -27.17%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for SHYTX and AAAAX.
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Drawdown Indicators
| SHYTX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.17% | -40.47% | +13.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -9.55% | +3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -22.59% | -22.62% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -22.59% | -29.41% | +6.82% |
Current DrawdownCurrent decline from peak | -2.68% | -3.53% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -6.89% | +4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.79% | +0.14% |
Volatility
SHYTX vs. AAAAX - Volatility Comparison
The current volatility for DWS Strategic High Yield Tax (SHYTX) is 1.46%, while DWS RREEF Real Assets Fund - Class A (AAAAX) has a volatility of 3.27%. This indicates that SHYTX 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
| SHYTX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 3.27% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.20% | 7.26% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.04% | 11.62% | -5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.18% | 12.19% | -7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 12.66% | -7.66% |