JCRAX vs. BRCAX
Compare and contrast key facts about ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
JCRAX is managed by ALPS. It was launched on Jun 28, 2010. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Performance
JCRAX vs. BRCAX - Performance Comparison
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JCRAX vs. BRCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCRAX ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund | 20.00% | 25.30% | 1.32% | -7.37% | 12.82% | 29.21% | 2.15% | 11.00% | -14.54% | 4.58% |
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, JCRAX achieves a 20.00% return, which is significantly lower than BRCAX's 27.94% return. Over the past 10 years, JCRAX has outperformed BRCAX with an annualized return of 9.14%, while BRCAX has yielded a comparatively lower 8.46% annualized return.
JCRAX
- 1D
- 0.21%
- 1M
- 4.85%
- YTD
- 20.00%
- 6M
- 28.47%
- 1Y
- 39.65%
- 3Y*
- 14.11%
- 5Y*
- 13.36%
- 10Y*
- 9.14%
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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JCRAX vs. BRCAX - Expense Ratio Comparison
JCRAX has a 1.36% expense ratio, which is lower than BRCAX's 1.40% expense ratio.
Return for Risk
JCRAX vs. BRCAX — Risk / Return Rank
JCRAX
BRCAX
JCRAX vs. BRCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) 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.
| JCRAX | BRCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.58 | -0.12 |
Sortino ratioReturn per unit of downside risk | 3.07 | 3.11 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.48 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 4.74 | -1.30 |
Martin ratioReturn relative to average drawdown | 16.36 | 15.98 | +0.38 |
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
| JCRAX | BRCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.58 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.85 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.16 | +0.05 |
Correlation
The correlation between JCRAX and BRCAX is 0.81, 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
JCRAX vs. BRCAX - Dividend Comparison
JCRAX's dividend yield for the trailing twelve months is around 7.34%, less than BRCAX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCRAX ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund | 7.34% | 8.80% | 2.80% | 3.29% | 7.08% | 22.43% | 0.29% | 0.90% | 3.26% | 2.44% | 0.05% |
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
JCRAX vs. BRCAX - Drawdown Comparison
The maximum JCRAX drawdown since its inception was -62.03%, roughly equal to the maximum BRCAX drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for JCRAX and BRCAX.
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Drawdown Indicators
| JCRAX | BRCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.03% | -60.98% | -1.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -9.22% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.60% | -20.66% | -5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -43.14% | -38.44% | -4.70% |
Current DrawdownCurrent decline from peak | -0.10% | -0.12% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -26.67% | -28.81% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.74% | -0.34% |
Volatility
JCRAX vs. BRCAX - Volatility Comparison
The current volatility for ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) is 4.63%, while Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) has a volatility of 7.20%. This indicates that JCRAX 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
| JCRAX | BRCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 7.20% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 14.88% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 17.16% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.66% | 15.64% | +5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 14.27% | +3.86% |