BRCAX vs. BCSKX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and BlackRock Commodity Strategies Fund Class K (BCSKX).
BRCAX is managed by Invesco. It was launched on Nov 30, 2010. BCSKX is a passively managed fund by BlackRock that tracks the performance of the Bloomberg Commodity Index Total Return. It was launched on Oct 3, 2011.
Performance
BRCAX vs. BCSKX - Performance Comparison
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BRCAX vs. BCSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 27.94% | 18.41% | 5.47% | -3.44% | 7.77% | 19.18% | 7.75% | 4.20% | -13.29% |
BCSKX BlackRock Commodity Strategies Fund Class K | 19.21% | 28.88% | 4.44% | -4.27% | 11.95% | 22.49% | 6.84% | 3.89% | 2.06% |
Returns By Period
In the year-to-date period, BRCAX achieves a 27.94% return, which is significantly higher than BCSKX's 19.21% return.
BRCAX
- 1D
- 0.84%
- 1M
- 11.88%
- YTD
- 27.94%
- 6M
- 36.77%
- 1Y
- 42.90%
- 3Y*
- 16.42%
- 5Y*
- 13.17%
- 10Y*
- 8.46%
BCSKX
- 1D
- 0.24%
- 1M
- 0.65%
- YTD
- 19.21%
- 6M
- 26.57%
- 1Y
- 40.92%
- 3Y*
- 16.13%
- 5Y*
- 14.29%
- 10Y*
- —
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BRCAX vs. BCSKX - Expense Ratio Comparison
BRCAX has a 1.40% expense ratio, which is higher than BCSKX's 0.67% expense ratio.
Return for Risk
BRCAX vs. BCSKX — Risk / Return Rank
BRCAX
BCSKX
BRCAX vs. BCSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and BlackRock Commodity Strategies Fund Class K (BCSKX). 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.
| BRCAX | BCSKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.58 | 2.58 | 0.00 |
Sortino ratioReturn per unit of downside risk | 3.11 | 3.25 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.47 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.74 | 3.89 | +0.85 |
Martin ratioReturn relative to average drawdown | 15.98 | 19.70 | -3.72 |
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
| BRCAX | BCSKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 2.58 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.91 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.75 | -0.59 |
Correlation
The correlation between BRCAX and BCSKX is 0.74, 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
BRCAX vs. BCSKX - Dividend Comparison
BRCAX's dividend yield for the trailing twelve months is around 10.95%, more than BCSKX's 2.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 10.95% | 14.02% | 4.85% | 3.80% | 9.98% | 16.92% | 0.00% | 0.89% | 0.17% | 0.00% | 2.58% |
BCSKX BlackRock Commodity Strategies Fund Class K | 2.63% | 3.13% | 3.66% | 9.45% | 9.11% | 2.72% | 0.84% | 2.08% | 2.02% | 0.00% | 0.00% |
Drawdowns
BRCAX vs. BCSKX - Drawdown Comparison
The maximum BRCAX drawdown since its inception was -60.98%, which is greater than BCSKX's maximum drawdown of -30.34%. Use the drawdown chart below to compare losses from any high point for BRCAX and BCSKX.
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Drawdown Indicators
| BRCAX | BCSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.98% | -30.34% | -30.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -10.51% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -20.66% | -22.34% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.44% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | -1.36% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -28.81% | -6.67% | -22.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.08% | +0.66% |
Volatility
BRCAX vs. BCSKX - Volatility Comparison
Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) has a higher volatility of 7.20% compared to BlackRock Commodity Strategies Fund Class K (BCSKX) at 4.44%. This indicates that BRCAX's price experiences larger fluctuations and is considered to be riskier than BCSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRCAX | BCSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 4.44% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 12.33% | +2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 16.16% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 15.80% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.27% | 15.08% | -0.81% |