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GCCIX vs. BRCYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GCCIX vs. BRCYX - Performance Comparison

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

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GCCIX vs. BRCYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GCCIX
Goldman Sachs Commodity Strategy Fund
14.11%15.45%5.92%-9.65%15.70%33.42%-23.01%16.75%-14.89%4.31%
BRCYX
Invesco Balanced-Risk Commodity Strategy Fund
28.11%18.82%5.70%-3.15%7.94%19.54%7.89%4.49%-12.03%4.88%

Returns By Period

In the year-to-date period, GCCIX achieves a 14.11% return, which is significantly lower than BRCYX's 28.11% return. Over the past 10 years, GCCIX has underperformed BRCYX with an annualized return of 6.16%, while BRCYX has yielded a comparatively higher 8.74% annualized return.


GCCIX

1D
-0.63%
1M
4.19%
YTD
14.11%
6M
19.69%
1Y
20.48%
3Y*
10.67%
5Y*
11.93%
10Y*
6.16%

BRCYX

1D
0.11%
1M
9.65%
YTD
28.11%
6M
36.58%
1Y
43.05%
3Y*
16.72%
5Y*
13.44%
10Y*
8.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GCCIX vs. BRCYX - Expense Ratio Comparison

GCCIX has a 0.59% expense ratio, which is lower than BRCYX's 1.06% expense ratio.


Return for Risk

GCCIX vs. BRCYX — Risk / Return Rank

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

GCCIX
GCCIX Risk / Return Rank: 6969
Overall Rank
GCCIX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
GCCIX Sortino Ratio Rank: 6666
Sortino Ratio Rank
GCCIX Omega Ratio Rank: 6161
Omega Ratio Rank
GCCIX Calmar Ratio Rank: 8585
Calmar Ratio Rank
GCCIX Martin Ratio Rank: 6161
Martin Ratio Rank

BRCYX
BRCYX Risk / Return Rank: 9696
Overall Rank
BRCYX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BRCYX Sortino Ratio Rank: 9494
Sortino Ratio Rank
BRCYX Omega Ratio Rank: 9393
Omega Ratio Rank
BRCYX Calmar Ratio Rank: 9898
Calmar Ratio Rank
BRCYX 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.

GCCIX vs. BRCYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Commodity Strategy Fund (GCCIX) and Invesco Balanced-Risk Commodity Strategy Fund (BRCYX). 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.


GCCIXBRCYXDifference

Sharpe ratio

Return per unit of total volatility

1.37

2.57

-1.20

Sortino ratio

Return per unit of downside risk

1.81

3.10

-1.29

Omega ratio

Gain probability vs. loss probability

1.25

1.47

-0.22

Calmar ratio

Return relative to maximum drawdown

2.29

4.84

-2.55

Martin ratio

Return relative to average drawdown

6.38

16.14

-9.75

GCCIX vs. BRCYX - Sharpe Ratio Comparison

The current GCCIX Sharpe Ratio is 1.37, which is lower than the BRCYX Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of GCCIX and BRCYX, 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


GCCIXBRCYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

2.57

-1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.87

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.62

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.16

0.18

-0.34

Correlation

The correlation between GCCIX and BRCYX is 0.79, 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

GCCIX vs. BRCYX - Dividend Comparison

GCCIX's dividend yield for the trailing twelve months is around 14.10%, more than BRCYX's 10.70% yield.


TTM20252024202320222021202020192018201720162015
GCCIX
Goldman Sachs Commodity Strategy Fund
14.10%16.09%4.08%4.20%10.41%16.46%0.36%10.81%1.47%5.88%0.84%0.36%
BRCYX
Invesco Balanced-Risk Commodity Strategy Fund
10.70%13.71%4.95%3.71%9.93%16.64%0.00%0.91%0.25%0.01%2.74%0.00%

Drawdowns

GCCIX vs. BRCYX - Drawdown Comparison

The maximum GCCIX drawdown since its inception was -90.80%, which is greater than BRCYX's maximum drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for GCCIX and BRCYX.


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Drawdown Indicators


GCCIXBRCYXDifference

Max Drawdown

Largest peak-to-trough decline

-90.80%

-60.05%

-30.75%

Max Drawdown (1Y)

Largest decline over 1 year

-9.39%

-9.10%

-0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-28.78%

-20.42%

-8.36%

Max Drawdown (10Y)

Largest decline over 10 years

-57.76%

-38.09%

-19.67%

Current Drawdown

Current decline from peak

-71.72%

0.00%

-71.72%

Average Drawdown

Average peak-to-trough decline

-69.41%

-27.49%

-41.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.38%

2.73%

+0.65%

Volatility

GCCIX vs. BRCYX - Volatility Comparison

The current volatility for Goldman Sachs Commodity Strategy Fund (GCCIX) is 5.48%, while Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) has a volatility of 6.95%. This indicates that GCCIX experiences smaller price fluctuations and is considered to be less risky than BRCYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GCCIXBRCYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.48%

6.95%

-1.47%

Volatility (6M)

Calculated over the trailing 6-month period

11.71%

14.76%

-3.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.19%

17.02%

-1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.45%

15.62%

+2.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.13%

14.21%

+5.92%