BRCYX vs. FYHTX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Fidelity Commodity Strategy Fund (FYHTX).
BRCYX is managed by Invesco. It was launched on Nov 29, 2010. FYHTX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Commodity Total Return Index. It was launched on May 30, 2017.
Performance
BRCYX vs. FYHTX - Performance Comparison
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BRCYX vs. FYHTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 28.11% | 18.82% | 5.70% | -3.15% | 7.94% | 19.54% | 7.89% | 4.49% | -12.03% | 9.23% |
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, BRCYX achieves a 28.11% return, which is significantly higher than FYHTX's 16.29% return.
BRCYX
- 1D
- 0.11%
- 1M
- 9.65%
- YTD
- 28.11%
- 6M
- 36.58%
- 1Y
- 43.05%
- 3Y*
- 16.72%
- 5Y*
- 13.44%
- 10Y*
- 8.74%
FYHTX
- 1D
- -0.03%
- 1M
- 5.22%
- YTD
- 16.29%
- 6M
- 22.41%
- 1Y
- 22.79%
- 3Y*
- 10.62%
- 5Y*
- 11.79%
- 10Y*
- —
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BRCYX vs. FYHTX - Expense Ratio Comparison
BRCYX has a 1.06% expense ratio, which is higher than FYHTX's 0.63% expense ratio.
Return for Risk
BRCYX vs. FYHTX — Risk / Return Rank
BRCYX
FYHTX
BRCYX vs. FYHTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) 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.
| BRCYX | FYHTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.57 | 1.56 | +1.00 |
Sortino ratioReturn per unit of downside risk | 3.10 | 2.07 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.29 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 4.84 | 2.66 | +2.18 |
Martin ratioReturn relative to average drawdown | 16.14 | 7.40 | +8.73 |
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
| BRCYX | FYHTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | 1.56 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.75 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.47 | -0.29 |
Correlation
The correlation between BRCYX 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
BRCYX vs. FYHTX - Dividend Comparison
BRCYX's dividend yield for the trailing twelve months is around 10.70%, more than FYHTX's 2.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 10.70% | 13.71% | 4.95% | 3.71% | 9.93% | 16.64% | 0.00% | 0.91% | 0.25% | 0.01% | 2.74% |
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
BRCYX vs. FYHTX - Drawdown Comparison
The maximum BRCYX drawdown since its inception was -60.05%, which is greater than FYHTX's maximum drawdown of -33.22%. Use the drawdown chart below to compare losses from any high point for BRCYX and FYHTX.
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Drawdown Indicators
| BRCYX | FYHTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -33.22% | -26.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -9.18% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -25.47% | +5.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.96% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -27.49% | -12.15% | -15.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.30% | -0.57% |
Volatility
BRCYX vs. FYHTX - Volatility Comparison
Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) has a higher volatility of 6.95% compared to Fidelity Commodity Strategy Fund (FYHTX) at 5.38%. This indicates that BRCYX's price experiences larger fluctuations and is considered to be riskier than FYHTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRCYX | FYHTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.95% | 5.38% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.76% | 11.45% | +3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 15.30% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 15.87% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 14.52% | -0.31% |