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FFGTX vs. BRCAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FFGTX vs. BRCAX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Global Commodity Stock Fund Class M (FFGTX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).

FFGTX is managed by Fidelity. It was launched on Mar 25, 2009. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.

Performance

FFGTX vs. BRCAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Global Commodity Stock Fund Class M (FFGTX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX). The values are adjusted to include any dividend payments, if applicable.

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FFGTX vs. BRCAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FFGTX
Fidelity Advisor Global Commodity Stock Fund Class M		22.70%27.96%2.37%-5.62%20.06%25.38%5.41%17.23%-13.73%17.38%
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

In the year-to-date period, FFGTX achieves a 22.70% return, which is significantly lower than BRCAX's 27.94% return. Over the past 10 years, FFGTX has outperformed BRCAX with an annualized return of 13.28%, while BRCAX has yielded a comparatively lower 8.46% annualized return.

FFGTX

1D
0.22%
1M
-1.64%
YTD
22.70%
6M
30.84%
1Y
51.60%
3Y*
17.10%
5Y*
15.16%
10Y*
13.28%

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

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Fidelity Advisor Global Commodity Stock Fund Class M

Invesco Balanced-Risk Commodity Strategy Fund Class A

Often compared with FFGTX:
FFGTX vs. SDCIFFGTX vs. PQCMXFFGTX vs. BRCYXFFGTX vs. DCMSXFFGTX vs. EAPCXFFGTX vs. BCSKXFFGTX vs. BICSX
Often compared with BRCAX:
BRCAX vs. HARDBRCAX vs. LCSIXBRCAX vs. VTIBRCAX vs. FCNVXBRCAX vs. FADMXBRCAX vs. SRUUFBRCAX vs. BCSKX

FFGTX vs. BRCAX - Expense Ratio Comparison

FFGTX has a 1.52% expense ratio, which is higher than BRCAX's 1.40% expense ratio.

FFGTX
Fidelity Advisor Global Commodity Stock Fund Class M
BRCAX
Invesco Balanced-Risk Commodity Strategy Fund Class A

Return for Risk

FFGTX vs. BRCAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FFGTX
FFGTX Risk / Return Rank: 9696
Overall Rank
FFGTX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
FFGTX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FFGTX Omega Ratio Rank: 9494
Omega Ratio Rank
FFGTX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FFGTX Martin Ratio Rank: 9797
Martin Ratio Rank
BRCAX
BRCAX Risk / Return Rank: 9696
Overall Rank
BRCAX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BRCAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
BRCAX Omega Ratio Rank: 9494
Omega Ratio Rank
BRCAX Calmar Ratio Rank: 9898
Calmar Ratio Rank
BRCAX Martin Ratio Rank: 9797
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.

FFGTX vs. BRCAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Commodity Stock Fund Class M (FFGTX) 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.

FFGTXBRCAXDifference

Sharpe ratio

Return per unit of total volatility

2.52

2.58

-0.06

Sortino ratio

Return per unit of downside risk

3.03

3.11

-0.07

Omega ratio

Gain probability vs. loss probability

1.48

1.48

0.00

Calmar ratio

Return relative to maximum drawdown

3.39

4.74

-1.35

Martin ratio

Return relative to average drawdown

17.47

15.98

+1.49

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FFGTX vs. BRCAX - Sharpe Ratio Comparison

The current FFGTX Sharpe Ratio is 2.52, which is comparable to the BRCAX Sharpe Ratio of 2.58. The chart below compares the historical Sharpe Ratios of FFGTX and BRCAX, 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

FFGTXBRCAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

2.58

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.85

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.60

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.16

+0.16

Correlation

The correlation between FFGTX and BRCAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

FFGTX vs. BRCAX - Dividend Comparison

FFGTX's dividend yield for the trailing twelve months is around 1.64%, less than BRCAX's 10.95% yield.

TTM20252024202320222021202020192018201720162015
FFGTX
Fidelity Advisor Global Commodity Stock Fund Class M		1.64%2.02%1.93%1.47%1.47%2.91%1.03%2.51%1.57%0.36%1.05%2.07%
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%0.00%

Drawdowns

FFGTX vs. BRCAX - Drawdown Comparison

The maximum FFGTX drawdown since its inception was -58.53%, roughly equal to the maximum BRCAX drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for FFGTX and BRCAX.

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Drawdown Indicators

FFGTXBRCAXDifference

Max Drawdown

Largest peak-to-trough decline

-58.53%

-60.98%

+2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-14.66%

-9.22%

-5.44%

Max Drawdown (5Y)

Largest decline over 5 years

-27.31%

-20.66%

-6.65%

Max Drawdown (10Y)

Largest decline over 10 years

-48.88%

-38.44%

-10.44%

Current Drawdown

Current decline from peak

-2.37%

-0.12%

-2.25%

Average Drawdown

Average peak-to-trough decline

-20.56%

-28.81%

+8.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

2.74%

+0.11%

Volatility

FFGTX vs. BRCAX - Volatility Comparison

The current volatility for Fidelity Advisor Global Commodity Stock Fund Class M (FFGTX) is 6.12%, while Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) has a volatility of 7.20%. This indicates that FFGTX experiences smaller price fluctuations and is considered to be less risky than BRCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FFGTXBRCAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.12%

7.20%

-1.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.74%

14.88%

-1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

20.50%

17.16%

+3.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.55%

15.64%

+5.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.54%

14.27%

+8.27%