GLFOX vs. LCSIX
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX).
GLFOX is managed by Lazard. It was launched on Dec 31, 2009. LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLFOX or LCSIX.
Correlation
The correlation between GLFOX and LCSIX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
GLFOX vs. LCSIX - Performance Comparison
Key characteristics
GLFOX:
1.46
LCSIX:
-1.22
GLFOX:
1.96
LCSIX:
-1.55
GLFOX:
1.28
LCSIX:
0.81
GLFOX:
2.43
LCSIX:
-0.60
GLFOX:
5.84
LCSIX:
-1.28
GLFOX:
2.83%
LCSIX:
6.19%
GLFOX:
11.33%
LCSIX:
6.50%
GLFOX:
-29.65%
LCSIX:
-25.05%
GLFOX:
0.00%
LCSIX:
-11.75%
Returns By Period
In the year-to-date period, GLFOX achieves a 11.47% return, which is significantly higher than LCSIX's 0.57% return. Over the past 10 years, GLFOX has outperformed LCSIX with an annualized return of 5.55%, while LCSIX has yielded a comparatively lower 4.94% annualized return.
GLFOX
11.47%
6.81%
11.00%
15.33%
8.71%
5.55%
LCSIX
0.57%
0.11%
-3.97%
-8.28%
0.81%
4.94%
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GLFOX vs. LCSIX - Expense Ratio Comparison
GLFOX has a 1.22% expense ratio, which is lower than LCSIX's 1.75% expense ratio.
Risk-Adjusted Performance
GLFOX vs. LCSIX — Risk-Adjusted Performance Rank
GLFOX
LCSIX
GLFOX vs. LCSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) 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.
Dividends
GLFOX vs. LCSIX - Dividend Comparison
GLFOX's dividend yield for the trailing twelve months is around 2.24%, less than LCSIX's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLFOX Lazard Global Listed Infrastructure Portfolio Open Shares | 2.24% | 3.06% | 2.68% | 5.59% | 4.09% | 2.39% | 4.20% | 5.00% | 1.70% | 2.18% | 8.41% | 7.18% |
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.68% | 2.70% | 1.88% | 10.75% | 7.14% | 2.94% | 0.54% | 12.36% | 0.02% | 3.21% | 7.36% | 9.86% |
Drawdowns
GLFOX vs. LCSIX - Drawdown Comparison
The maximum GLFOX drawdown since its inception was -29.65%, which is greater than LCSIX's maximum drawdown of -25.05%. Use the drawdown chart below to compare losses from any high point for GLFOX and LCSIX. For additional features, visit the drawdowns tool.
Volatility
GLFOX vs. LCSIX - Volatility Comparison
Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) has a higher volatility of 5.80% compared to LoCorr Long/Short Commodity Strategies Fund (LCSIX) at 2.44%. This indicates that GLFOX's price experiences larger fluctuations and is considered to be riskier than LCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.