EQCHX vs. LCSIX

Last updated Jun 4, 2026

EQCHX (AXS Chesapeake Strategy Fund Class I) and LCSIX (LoCorr Long/Short Commodity Strategies Fund) are both Systematic Trend funds. At a 0.17 correlation, their price movements are largely independent. EQCHX charges 1.91%/yr vs 1.75%/yr for LCSIX.

Performance

EQCHX vs. LCSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Chesapeake Strategy Fund Class I (EQCHX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EQCHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LCSIX

• 1D: 0.23%
• 1M: -0.23%
• YTD: 2.44%
• 6M: 1.85%
• 1Y: 2.66%
• 3Y*: -2.00%
• 5Y*: 1.09%
• 10Y*: 2.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQCHX vs. LCSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EQCHX AXS Chesapeake Strategy Fund Class I	0.83%	-8.09%	-3.79%	-8.07%	20.13%	12.28%	6.96%	-2.56%	-12.91%	15.11%
LCSIX LoCorr Long/Short Commodity Strategies Fund	2.44%	1.13%	-8.29%	-3.07%	6.04%	14.90%	9.90%	-5.97%	15.16%	6.19%

Correlation

The correlation between EQCHX and LCSIX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.13
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (10Y) Calculated over the trailing 10-year period	0.14
Correlation (All Time) Calculated using the full available price history since Sep 11, 2012	0.17

Return for Risk

EQCHX vs. LCSIX — Risk / Return Rank

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

LCSIX

LCSIX Risk / Return Rank: 6
LCSIX Sharpe Ratio Rank: 6
LCSIX Sortino Ratio Rank: 5
LCSIX Omega Ratio Rank: 6
LCSIX Calmar Ratio Rank: 7
LCSIX Martin Ratio Rank: 5

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.

EQCHX vs. LCSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Chesapeake Strategy Fund Class I (EQCHX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	EQCHX	LCSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.45	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.20	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.45	—

Drawdowns

Drawdown Indicators

	EQCHX	LCSIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-25.13%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.87%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.21%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-13.54%	—
Current Drawdown Current decline from peak	—	-9.05%	—
Average Drawdown Average peak-to-trough decline	—	-6.37%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	EQCHX	LCSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.11%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	6.20%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	5.50%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	6.67%	—

EQCHX vs. LCSIX - Expense Ratio Comparison

EQCHX has a 1.91% expense ratio, which is higher than LCSIX's 1.75% expense ratio.

Dividends

EQCHX vs. LCSIX - Dividend Comparison

EQCHX has not paid dividends to shareholders, while LCSIX's dividend yield for the trailing twelve months is around 2.26%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EQCHX AXS Chesapeake Strategy Fund Class I	0.00%	0.00%	0.62%	1.82%	1.54%	20.40%	0.00%	3.86%	1.18%	0.00%	0.00%	1.34%
LCSIX LoCorr Long/Short Commodity Strategies Fund	2.26%	2.32%	2.75%	1.88%	10.75%	7.14%	2.94%	0.54%	12.36%	0.02%	3.21%	7.36%

Frequently Asked Questions

Can I hold both EQCHX and LCSIX in my portfolio?

EQCHX and LCSIX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.