BRCYX vs. BRCAX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
BRCYX is managed by Invesco. It was launched on Nov 29, 2010. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Performance
BRCYX vs. BRCAX - Performance Comparison
Loading graphics...
BRCYX vs. BRCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 27.96% | 18.82% | 5.70% | -3.15% | 7.94% | 19.54% | 7.89% | 4.49% | -12.03% | 4.88% |
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% | -12.18% | 4.49% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BRCYX having a 27.96% return and BRCAX slightly lower at 27.94%. Both investments have delivered pretty close results over the past 10 years, with BRCYX having a 8.73% annualized return and BRCAX not far behind at 8.46%.
BRCYX
- 1D
- 0.81%
- 1M
- 11.91%
- YTD
- 27.96%
- 6M
- 36.80%
- 1Y
- 43.09%
- 3Y*
- 16.68%
- 5Y*
- 13.44%
- 10Y*
- 8.73%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRCYX vs. BRCAX - Expense Ratio Comparison
BRCYX has a 1.06% expense ratio, which is lower than BRCAX's 1.40% expense ratio.
Return for Risk
BRCYX vs. BRCAX — Risk / Return Rank
BRCYX
BRCAX
BRCYX vs. BRCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX). 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.
| BRCYX | BRCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.60 | 2.58 | +0.02 |
Sortino ratioReturn per unit of downside risk | 3.14 | 3.11 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.48 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 4.85 | 4.74 | +0.10 |
Martin ratioReturn relative to average drawdown | 16.15 | 15.98 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRCYX | BRCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 2.58 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.85 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.60 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.16 | +0.02 |
Correlation
The correlation between BRCYX and BRCAX is 0.99, 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
BRCYX vs. BRCAX - Dividend Comparison
BRCYX's dividend yield for the trailing twelve months is around 10.72%, less than BRCAX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 10.72% | 13.71% | 4.95% | 3.71% | 9.93% | 16.64% | 0.00% | 0.91% | 0.25% | 0.01% | 2.74% |
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% |
Drawdowns
BRCYX vs. BRCAX - Drawdown Comparison
The maximum BRCYX drawdown since its inception was -60.05%, roughly equal to the maximum BRCAX drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for BRCYX and BRCAX.
Loading graphics...
Drawdown Indicators
| BRCYX | BRCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -60.98% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -9.22% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -20.66% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -38.44% | +0.35% |
Current DrawdownCurrent decline from peak | -0.11% | -0.12% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -27.50% | -28.81% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.74% | -0.01% |
Volatility
BRCYX vs. BRCAX - Volatility Comparison
Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) have volatilities of 7.14% and 7.20%, 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.
Loading graphics...
Volatility by Period
| BRCYX | BRCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 7.20% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.77% | 14.88% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 17.16% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 15.64% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 14.27% | -0.06% |