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DCMSX vs. GCCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DCMSX vs. GCCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA Commodity Strategy Portfolio (DCMSX) and Goldman Sachs Commodity Strategy Fund (GCCIX). The values are adjusted to include any dividend payments, if applicable.

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DCMSX vs. GCCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DCMSX
DFA Commodity Strategy Portfolio
25.97%15.15%5.90%-9.14%11.36%33.54%-1.78%7.96%-11.22%2.73%
GCCIX
Goldman Sachs Commodity Strategy Fund
14.84%15.45%5.92%-9.65%15.70%33.42%-23.01%16.75%-14.89%4.31%

Returns By Period

In the year-to-date period, DCMSX achieves a 25.97% return, which is significantly higher than GCCIX's 14.84% return. Over the past 10 years, DCMSX has outperformed GCCIX with an annualized return of 8.45%, while GCCIX has yielded a comparatively lower 6.23% annualized return.


DCMSX

1D
0.47%
1M
9.69%
YTD
25.97%
6M
32.29%
1Y
33.46%
3Y*
13.72%
5Y*
14.21%
10Y*
8.45%

GCCIX

1D
0.11%
1M
6.13%
YTD
14.84%
6M
21.12%
1Y
21.37%
3Y*
10.90%
5Y*
12.25%
10Y*
6.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DCMSX vs. GCCIX - Expense Ratio Comparison

DCMSX has a 0.31% expense ratio, which is lower than GCCIX's 0.59% expense ratio.


Return for Risk

DCMSX vs. GCCIX — Risk / Return Rank

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

DCMSX
DCMSX Risk / Return Rank: 9292
Overall Rank
DCMSX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DCMSX Sortino Ratio Rank: 9292
Sortino Ratio Rank
DCMSX Omega Ratio Rank: 8989
Omega Ratio Rank
DCMSX Calmar Ratio Rank: 9797
Calmar Ratio Rank
DCMSX Martin Ratio Rank: 9191
Martin Ratio Rank

GCCIX
GCCIX Risk / Return Rank: 7878
Overall Rank
GCCIX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
GCCIX Sortino Ratio Rank: 7777
Sortino Ratio Rank
GCCIX Omega Ratio Rank: 7373
Omega Ratio Rank
GCCIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
GCCIX Martin Ratio Rank: 7070
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.

DCMSX vs. GCCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA Commodity Strategy Portfolio (DCMSX) and Goldman Sachs Commodity Strategy Fund (GCCIX). 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.


DCMSXGCCIXDifference

Sharpe ratio

Return per unit of total volatility

2.10

1.47

+0.63

Sortino ratio

Return per unit of downside risk

2.71

1.93

+0.78

Omega ratio

Gain probability vs. loss probability

1.39

1.27

+0.11

Calmar ratio

Return relative to maximum drawdown

3.77

2.41

+1.36

Martin ratio

Return relative to average drawdown

10.61

6.70

+3.92

DCMSX vs. GCCIX - Sharpe Ratio Comparison

The current DCMSX Sharpe Ratio is 2.10, which is higher than the GCCIX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of DCMSX and GCCIX, 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


DCMSXGCCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.10

1.47

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.67

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.31

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

-0.16

+0.26

Correlation

The correlation between DCMSX and GCCIX is 0.86, 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

DCMSX vs. GCCIX - Dividend Comparison

DCMSX's dividend yield for the trailing twelve months is around 8.36%, less than GCCIX's 14.01% yield.


TTM20252024202320222021202020192018201720162015
DCMSX
DFA Commodity Strategy Portfolio
8.36%10.75%2.83%2.52%7.46%49.44%0.37%1.51%1.63%3.09%0.47%0.15%
GCCIX
Goldman Sachs Commodity Strategy Fund
14.01%16.09%4.08%4.20%10.41%16.46%0.36%10.81%1.47%5.88%0.84%0.36%

Drawdowns

DCMSX vs. GCCIX - Drawdown Comparison

The maximum DCMSX drawdown since its inception was -60.94%, smaller than the maximum GCCIX drawdown of -90.80%. Use the drawdown chart below to compare losses from any high point for DCMSX and GCCIX.


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Drawdown Indicators


DCMSXGCCIXDifference

Max Drawdown

Largest peak-to-trough decline

-60.94%

-90.80%

+29.86%

Max Drawdown (1Y)

Largest decline over 1 year

-9.24%

-9.39%

+0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-27.93%

-28.78%

+0.85%

Max Drawdown (10Y)

Largest decline over 10 years

-32.52%

-57.76%

+25.24%

Current Drawdown

Current decline from peak

-0.21%

-71.54%

+71.33%

Average Drawdown

Average peak-to-trough decline

-32.13%

-69.41%

+37.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.28%

3.37%

-0.09%

Volatility

DCMSX vs. GCCIX - Volatility Comparison

DFA Commodity Strategy Portfolio (DCMSX) has a higher volatility of 6.55% compared to Goldman Sachs Commodity Strategy Fund (GCCIX) at 5.50%. This indicates that DCMSX's price experiences larger fluctuations and is considered to be riskier than GCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DCMSXGCCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.55%

5.50%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

13.13%

11.68%

+1.45%

Volatility (1Y)

Calculated over the trailing 1-year period

16.48%

15.20%

+1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.17%

18.45%

-2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.44%

20.14%

-5.70%