BRCAX vs. LCSIX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX).
BRCAX is managed by Invesco. It was launched on Nov 30, 2010. LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRCAX or LCSIX.
Correlation
The correlation between BRCAX and LCSIX is 0.05, 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.
Performance
BRCAX vs. LCSIX - Performance Comparison
Key characteristics
BRCAX:
-0.05
LCSIX:
-1.83
BRCAX:
0.01
LCSIX:
-2.28
BRCAX:
1.00
LCSIX:
0.73
BRCAX:
-0.02
LCSIX:
-0.71
BRCAX:
-0.16
LCSIX:
-2.39
BRCAX:
3.91%
LCSIX:
3.93%
BRCAX:
12.13%
LCSIX:
5.14%
BRCAX:
-60.98%
LCSIX:
-25.05%
BRCAX:
-25.03%
LCSIX:
-13.26%
Returns By Period
In the year-to-date period, BRCAX achieves a 0.32% return, which is significantly higher than LCSIX's -9.39% return. Over the past 10 years, BRCAX has underperformed LCSIX with an annualized return of 1.83%, while LCSIX has yielded a comparatively higher 4.88% annualized return.
BRCAX
0.32%
-5.26%
-7.08%
0.32%
6.05%
1.83%
LCSIX
-9.39%
-5.21%
-10.31%
-9.39%
3.30%
4.88%
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BRCAX vs. LCSIX - Expense Ratio Comparison
BRCAX has a 1.40% expense ratio, which is lower than LCSIX's 1.75% expense ratio.
Risk-Adjusted Performance
BRCAX vs. LCSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX). 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.
Dividends
BRCAX vs. LCSIX - Dividend Comparison
BRCAX has not paid dividends to shareholders, while LCSIX's dividend yield for the trailing twelve months is around 2.73%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 0.00% | 3.38% | 9.99% | 16.91% | 0.00% | 0.89% | 0.15% | 0.00% | 2.57% | 0.00% | 0.00% |
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.73% | 1.89% | 10.75% | 7.14% | 2.93% | 0.54% | 12.36% | 0.02% | 3.20% | 7.35% | 9.86% |
Drawdowns
BRCAX vs. LCSIX - Drawdown Comparison
The maximum BRCAX drawdown since its inception was -60.98%, which is greater than LCSIX's maximum drawdown of -25.05%. Use the drawdown chart below to compare losses from any high point for BRCAX and LCSIX. For additional features, visit the drawdowns tool.
Volatility
BRCAX vs. LCSIX - Volatility Comparison
Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) has a higher volatility of 5.51% compared to LoCorr Long/Short Commodity Strategies Fund (LCSIX) at 2.58%. This indicates that BRCAX's price experiences larger fluctuations and is considered to be riskier than LCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.