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ARCNX vs. FYHTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARCNX vs. FYHTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) and Fidelity Commodity Strategy Fund (FYHTX). The values are adjusted to include any dividend payments, if applicable.

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ARCNX vs. FYHTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARCNX
AQR Risk-Balanced Commodities Strategy Fund Class N
17.59%20.76%7.19%-0.50%20.97%39.48%8.11%17.68%-17.83%12.20%
FYHTX
Fidelity Commodity Strategy Fund
16.29%14.72%4.73%-8.62%15.32%26.43%-3.84%6.91%-11.71%6.00%

Returns By Period

In the year-to-date period, ARCNX achieves a 17.59% return, which is significantly higher than FYHTX's 16.29% return.


ARCNX

1D
0.47%
1M
5.67%
YTD
17.59%
6M
26.30%
1Y
30.38%
3Y*
14.32%
5Y*
18.41%
10Y*
12.76%

FYHTX

1D
-0.03%
1M
3.94%
YTD
16.29%
6M
21.87%
1Y
22.70%
3Y*
10.62%
5Y*
11.79%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARCNX vs. FYHTX - Expense Ratio Comparison

ARCNX has a 1.28% expense ratio, which is higher than FYHTX's 0.63% expense ratio.


Return for Risk

ARCNX vs. FYHTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARCNX
ARCNX Risk / Return Rank: 8888
Overall Rank
ARCNX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ARCNX Sortino Ratio Rank: 8686
Sortino Ratio Rank
ARCNX Omega Ratio Rank: 8484
Omega Ratio Rank
ARCNX Calmar Ratio Rank: 9393
Calmar Ratio Rank
ARCNX Martin Ratio Rank: 8686
Martin Ratio Rank

FYHTX
FYHTX Risk / Return Rank: 8181
Overall Rank
FYHTX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FYHTX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FYHTX Omega Ratio Rank: 7575
Omega Ratio Rank
FYHTX Calmar Ratio Rank: 9191
Calmar Ratio Rank
FYHTX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARCNX vs. FYHTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) and Fidelity Commodity Strategy Fund (FYHTX). 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.


ARCNXFYHTXDifference

Sharpe ratio

Return per unit of total volatility

1.96

1.56

+0.40

Sortino ratio

Return per unit of downside risk

2.45

2.07

+0.38

Omega ratio

Gain probability vs. loss probability

1.36

1.29

+0.07

Calmar ratio

Return relative to maximum drawdown

3.14

2.66

+0.48

Martin ratio

Return relative to average drawdown

9.87

7.40

+2.46

ARCNX vs. FYHTX - Sharpe Ratio Comparison

The current ARCNX Sharpe Ratio is 1.96, which is comparable to the FYHTX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of ARCNX and FYHTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARCNXFYHTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

1.56

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.75

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.47

-0.18

Correlation

The correlation between ARCNX and FYHTX is 0.84, 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

ARCNX vs. FYHTX - Dividend Comparison

ARCNX's dividend yield for the trailing twelve months is around 11.54%, more than FYHTX's 2.52% yield.


TTM2025202420232022202120202019201820172016
ARCNX
AQR Risk-Balanced Commodities Strategy Fund Class N
11.54%13.57%1.89%7.45%9.45%18.31%0.09%4.98%0.29%0.01%4.69%
FYHTX
Fidelity Commodity Strategy Fund
2.52%2.93%3.78%4.10%57.34%15.05%0.00%7.00%12.49%0.36%0.00%

Drawdowns

ARCNX vs. FYHTX - Drawdown Comparison

The maximum ARCNX drawdown since its inception was -55.17%, which is greater than FYHTX's maximum drawdown of -33.22%. Use the drawdown chart below to compare losses from any high point for ARCNX and FYHTX.


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Drawdown Indicators


ARCNXFYHTXDifference

Max Drawdown

Largest peak-to-trough decline

-55.17%

-33.22%

-21.95%

Max Drawdown (1Y)

Largest decline over 1 year

-10.10%

-9.18%

-0.92%

Max Drawdown (5Y)

Largest decline over 5 years

-20.30%

-25.47%

+5.17%

Max Drawdown (10Y)

Largest decline over 10 years

-32.80%

Current Drawdown

Current decline from peak

-0.56%

-1.96%

+1.40%

Average Drawdown

Average peak-to-trough decline

-26.26%

-12.15%

-14.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

3.30%

-0.09%

Volatility

ARCNX vs. FYHTX - Volatility Comparison

AQR Risk-Balanced Commodities Strategy Fund Class N (ARCNX) and Fidelity Commodity Strategy Fund (FYHTX) have volatilities of 5.33% and 5.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCNXFYHTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

5.38%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

12.61%

11.45%

+1.16%

Volatility (1Y)

Calculated over the trailing 1-year period

15.93%

15.30%

+0.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.16%

15.87%

+3.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

14.52%

+2.94%