FIFGX vs. BRCAX
Compare and contrast key facts about Fidelity SAI Inflation-Focused (FIFGX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
FIFGX is managed by Fidelity. It was launched on Dec 20, 2018. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Performance
FIFGX vs. BRCAX - Performance Comparison
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FIFGX vs. BRCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 40.42% | 7.44% | 6.34% | -11.90% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
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% | -1.13% |
Returns By Period
In the year-to-date period, FIFGX achieves a 40.42% return, which is significantly higher than BRCAX's 27.94% return.
FIFGX
- 1D
- 1.03%
- 1M
- 22.58%
- YTD
- 40.42%
- 6M
- 39.86%
- 1Y
- 40.86%
- 3Y*
- 13.84%
- 5Y*
- 13.85%
- 10Y*
- —
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%
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FIFGX vs. BRCAX - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is lower than BRCAX's 1.40% expense ratio.
Return for Risk
FIFGX vs. BRCAX — Risk / Return Rank
FIFGX
BRCAX
FIFGX vs. BRCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) 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.
| FIFGX | BRCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 2.58 | -0.58 |
Sortino ratioReturn per unit of downside risk | 2.62 | 3.11 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.48 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.50 | 4.74 | -1.24 |
Martin ratioReturn relative to average drawdown | 9.26 | 15.98 | -6.72 |
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
| FIFGX | BRCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 2.58 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.85 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.16 | -0.13 |
Correlation
The correlation between FIFGX and BRCAX is 0.85, 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
FIFGX vs. BRCAX - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 3.87%, less than BRCAX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 3.87% | 5.44% | 4.73% | 2.43% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
FIFGX vs. BRCAX - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -92.38%, which is greater than BRCAX's maximum drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for FIFGX and BRCAX.
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Drawdown Indicators
| FIFGX | BRCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.38% | -60.98% | -31.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -9.22% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -92.38% | -20.66% | -71.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.44% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -14.19% | -28.81% | +14.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.74% | +1.89% |
Volatility
FIFGX vs. BRCAX - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 10.69% compared to Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) at 7.20%. This indicates that FIFGX's price experiences larger fluctuations and is considered to be riskier 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
| FIFGX | BRCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 7.20% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 14.88% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 17.16% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 408.16% | 15.64% | +392.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 338.61% | 14.27% | +324.34% |