JCRAX vs. FIQRX
Compare and contrast key facts about ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX).
JCRAX is managed by ALPS. It was launched on Jun 28, 2010. FIQRX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
JCRAX vs. FIQRX - Performance Comparison
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JCRAX vs. FIQRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JCRAX ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund | 20.00% | 25.30% | 1.32% | -7.37% | 12.82% | 29.21% | 2.15% | 11.00% | -16.48% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 23.37% | 28.74% | 3.10% | -5.03% | 20.90% | 26.24% | 6.27% | 18.10% | -13.01% |
Returns By Period
In the year-to-date period, JCRAX achieves a 20.00% return, which is significantly lower than FIQRX's 23.37% return.
JCRAX
- 1D
- -0.41%
- 1M
- 4.52%
- YTD
- 20.00%
- 6M
- 27.69%
- 1Y
- 38.74%
- 3Y*
- 14.11%
- 5Y*
- 13.13%
- 10Y*
- 9.14%
FIQRX
- 1D
- -0.61%
- 1M
- 1.39%
- YTD
- 23.37%
- 6M
- 32.49%
- 1Y
- 51.80%
- 3Y*
- 18.01%
- 5Y*
- 15.73%
- 10Y*
- —
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JCRAX vs. FIQRX - Expense Ratio Comparison
JCRAX has a 1.36% expense ratio, which is higher than FIQRX's 0.80% expense ratio.
Return for Risk
JCRAX vs. FIQRX — Risk / Return Rank
JCRAX
FIQRX
JCRAX vs. FIQRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX). 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 | FIQRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 2.55 | -0.13 |
Sortino ratioReturn per unit of downside risk | 3.03 | 3.07 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.48 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.48 | 3.62 | -0.14 |
Martin ratioReturn relative to average drawdown | 16.51 | 18.77 | -2.26 |
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 | FIQRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 2.55 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.73 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.56 | -0.34 |
Correlation
The correlation between JCRAX and FIQRX is 0.78, 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. FIQRX - Dividend Comparison
JCRAX's dividend yield for the trailing twelve months is around 7.34%, more than FIQRX's 2.09% 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% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 2.09% | 2.58% | 2.74% | 2.28% | 1.99% | 3.55% | 1.66% | 3.34% | 2.58% | 0.00% | 0.00% |
Drawdowns
JCRAX vs. FIQRX - Drawdown Comparison
The maximum JCRAX drawdown since its inception was -62.03%, which is greater than FIQRX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for JCRAX and FIQRX.
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Drawdown Indicators
| JCRAX | FIQRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.03% | -45.62% | -16.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.53% | -11.07% | +2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.60% | -27.18% | +0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.14% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -1.91% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -26.66% | -9.57% | -17.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.83% | -0.43% |
Volatility
JCRAX vs. FIQRX - Volatility Comparison
The current volatility for ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) is 4.39%, while Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX) has a volatility of 5.18%. This indicates that JCRAX experiences smaller price fluctuations and is considered to be less risky than FIQRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCRAX | FIQRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 5.18% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 13.76% | -2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 20.51% | -4.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.65% | 21.54% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 24.42% | -6.29% |