Correlation
The correlation between FTGC and FFGCX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FTGC vs. FFGCX
Compare and contrast key facts about First Trust Global Tactical Commodity Strategy Fund (FTGC) and Fidelity Global Commodity Stock Fund (FFGCX).
FTGC is an actively managed fund by First Trust. It was launched on Oct 23, 2013. FFGCX is managed by Fidelity. It was launched on Mar 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTGC or FFGCX.
Performance
FTGC vs. FFGCX - Performance Comparison
Loading data...
Key characteristics
FTGC:
0.14
FFGCX:
-0.13
FTGC:
0.02
FFGCX:
-0.14
FTGC:
1.00
FFGCX:
0.98
FTGC:
-0.04
FFGCX:
-0.18
FTGC:
-0.17
FFGCX:
-0.78
FTGC:
3.90%
FFGCX:
5.32%
FTGC:
13.23%
FFGCX:
20.04%
FTGC:
-59.47%
FFGCX:
-56.58%
FTGC:
-10.16%
FFGCX:
-10.54%
Returns By Period
In the year-to-date period, FTGC achieves a 0.90% return, which is significantly lower than FFGCX's 4.23% return. Over the past 10 years, FTGC has underperformed FFGCX with an annualized return of 2.29%, while FFGCX has yielded a comparatively higher 6.26% annualized return.
FTGC
0.90%
-0.70%
2.76%
1.88%
-0.90%
15.06%
2.29%
FFGCX
4.23%
4.23%
-2.28%
-2.58%
-1.82%
15.21%
6.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTGC vs. FFGCX - Expense Ratio Comparison
FTGC has a 0.95% expense ratio, which is higher than FFGCX's 0.94% expense ratio.
Risk-Adjusted Performance
FTGC vs. FFGCX — Risk-Adjusted Performance Rank
FTGC
FFGCX
FTGC vs. FFGCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Global Tactical Commodity Strategy Fund (FTGC) and Fidelity Global Commodity Stock Fund (FFGCX). 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.
Loading data...
Dividends
FTGC vs. FFGCX - Dividend Comparison
FTGC's dividend yield for the trailing twelve months is around 2.96%, more than FFGCX's 2.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTGC First Trust Global Tactical Commodity Strategy Fund | 2.96% | 3.06% | 3.34% | 10.35% | 7.21% | 0.00% | 0.81% | 0.80% | 1.21% | 0.00% | 0.00% | 0.00% |
FFGCX Fidelity Global Commodity Stock Fund | 2.51% | 2.62% | 2.01% | 1.84% | 3.39% | 1.61% | 2.98% | 2.22% | 1.35% | 1.53% | 2.86% | 1.64% |
Drawdowns
FTGC vs. FFGCX - Drawdown Comparison
The maximum FTGC drawdown since its inception was -59.47%, which is greater than FFGCX's maximum drawdown of -56.58%. Use the drawdown chart below to compare losses from any high point for FTGC and FFGCX.
Loading data...
Volatility
FTGC vs. FFGCX - Volatility Comparison
The current volatility for First Trust Global Tactical Commodity Strategy Fund (FTGC) is 3.17%, while Fidelity Global Commodity Stock Fund (FFGCX) has a volatility of 3.52%. This indicates that FTGC experiences smaller price fluctuations and is considered to be less risky than FFGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...