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CCRSX vs. DBCMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCRSX vs. DBCMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX) and DoubleLine Strategic Commodity Fund (DBCMX). The values are adjusted to include any dividend payments, if applicable.

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CCRSX vs. DBCMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CCRSX
Credit Suisse Trust Commodity Return Strategy Portfolio
22.81%15.37%4.86%-8.88%15.71%28.00%-1.49%6.69%-11.63%-7.99%
DBCMX
DoubleLine Strategic Commodity Fund
22.02%6.10%0.45%-3.96%13.40%31.24%-6.07%4.78%-10.65%9.17%

Returns By Period

The year-to-date returns for both stocks are quite close, with CCRSX having a 22.81% return and DBCMX slightly lower at 22.02%. Over the past 10 years, CCRSX has underperformed DBCMX with an annualized return of 6.76%, while DBCMX has yielded a comparatively higher 7.22% annualized return.


CCRSX

1D
0.14%
1M
8.67%
YTD
22.81%
6M
28.77%
1Y
29.52%
3Y*
4.65%
5Y*
13.30%
10Y*
6.76%

DBCMX

1D
-1.34%
1M
10.54%
YTD
22.02%
6M
25.00%
1Y
26.40%
3Y*
8.54%
5Y*
10.78%
10Y*
7.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCRSX vs. DBCMX - Expense Ratio Comparison

CCRSX has a 1.05% expense ratio, which is higher than DBCMX's 1.02% expense ratio.


Return for Risk

CCRSX vs. DBCMX — Risk / Return Rank

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

CCRSX
CCRSX Risk / Return Rank: 8686
Overall Rank
CCRSX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CCRSX Sortino Ratio Rank: 8585
Sortino Ratio Rank
CCRSX Omega Ratio Rank: 8181
Omega Ratio Rank
CCRSX Calmar Ratio Rank: 9595
Calmar Ratio Rank
CCRSX Martin Ratio Rank: 8484
Martin Ratio Rank

DBCMX
DBCMX Risk / Return Rank: 9292
Overall Rank
DBCMX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DBCMX Sortino Ratio Rank: 9292
Sortino Ratio Rank
DBCMX Omega Ratio Rank: 8787
Omega Ratio Rank
DBCMX Calmar Ratio Rank: 9595
Calmar Ratio Rank
DBCMX Martin Ratio Rank: 9494
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.

CCRSX vs. DBCMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX) and DoubleLine Strategic Commodity Fund (DBCMX). 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.


CCRSXDBCMXDifference

Sharpe ratio

Return per unit of total volatility

1.80

2.12

-0.32

Sortino ratio

Return per unit of downside risk

2.32

2.82

-0.50

Omega ratio

Gain probability vs. loss probability

1.33

1.39

-0.06

Calmar ratio

Return relative to maximum drawdown

3.33

3.44

-0.11

Martin ratio

Return relative to average drawdown

9.03

12.96

-3.93

CCRSX vs. DBCMX - Sharpe Ratio Comparison

The current CCRSX Sharpe Ratio is 1.80, which is comparable to the DBCMX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of CCRSX and DBCMX, 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


CCRSXDBCMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

2.12

-0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.67

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.50

-0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.50

-0.51

Correlation

The correlation between CCRSX and DBCMX is 0.76, 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

CCRSX vs. DBCMX - Dividend Comparison

CCRSX's dividend yield for the trailing twelve months is around 11.29%, more than DBCMX's 2.49% yield.


TTM2025202420232022202120202019201820172016
CCRSX
Credit Suisse Trust Commodity Return Strategy Portfolio
11.29%3.98%2.95%26.59%18.97%4.82%5.51%0.86%2.91%0.00%0.00%
DBCMX
DoubleLine Strategic Commodity Fund
2.49%3.04%2.89%3.30%46.88%13.53%0.00%1.04%1.21%5.23%0.51%

Drawdowns

CCRSX vs. DBCMX - Drawdown Comparison

The maximum CCRSX drawdown since its inception was -93.56%, which is greater than DBCMX's maximum drawdown of -37.62%. Use the drawdown chart below to compare losses from any high point for CCRSX and DBCMX.


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Drawdown Indicators


CCRSXDBCMXDifference

Max Drawdown

Largest peak-to-trough decline

-93.56%

-37.62%

-55.94%

Max Drawdown (1Y)

Largest decline over 1 year

-9.12%

-7.93%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-83.30%

-27.60%

-55.70%

Max Drawdown (10Y)

Largest decline over 10 years

-83.30%

-37.62%

-45.68%

Current Drawdown

Current decline from peak

-42.05%

-1.34%

-40.71%

Average Drawdown

Average peak-to-trough decline

-51.17%

-13.46%

-37.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

2.11%

+1.26%

Volatility

CCRSX vs. DBCMX - Volatility Comparison

Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX) has a higher volatility of 7.01% compared to DoubleLine Strategic Commodity Fund (DBCMX) at 6.43%. This indicates that CCRSX's price experiences larger fluctuations and is considered to be riskier than DBCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCRSXDBCMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.01%

6.43%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

13.40%

10.03%

+3.37%

Volatility (1Y)

Calculated over the trailing 1-year period

16.61%

12.83%

+3.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

225.84%

16.17%

+209.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

159.86%

14.51%

+145.35%