JCRAX vs. RLIIX
Compare and contrast key facts about ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) and RiverFront Asset Allocation Growth & Income (RLIIX).
JCRAX is managed by ALPS. It was launched on Jun 28, 2010. RLIIX is managed by ALPS. It was launched on Aug 1, 2010.
Performance
JCRAX vs. RLIIX - Performance Comparison
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JCRAX vs. RLIIX - 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% |
RLIIX RiverFront Asset Allocation Growth & Income | -1.75% | 13.74% | 8.77% | 13.37% | -14.99% | 13.57% | 7.10% | 18.51% | -11.07% | 15.00% |
Returns By Period
In the year-to-date period, JCRAX achieves a 20.00% return, which is significantly higher than RLIIX's -1.75% return. Over the past 10 years, JCRAX has outperformed RLIIX with an annualized return of 9.14%, while RLIIX has yielded a comparatively lower 6.40% 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%
RLIIX
- 1D
- -0.21%
- 1M
- -5.88%
- YTD
- -1.75%
- 6M
- 0.78%
- 1Y
- 13.55%
- 3Y*
- 10.00%
- 5Y*
- 5.27%
- 10Y*
- 6.40%
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JCRAX vs. RLIIX - Expense Ratio Comparison
JCRAX has a 1.36% expense ratio, which is higher than RLIIX's 0.25% expense ratio.
Return for Risk
JCRAX vs. RLIIX — Risk / Return Rank
JCRAX
RLIIX
JCRAX vs. RLIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) and RiverFront Asset Allocation Growth & Income (RLIIX). 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 | RLIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 1.24 | +1.23 |
Sortino ratioReturn per unit of downside risk | 3.07 | 1.78 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.26 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 1.65 | +1.80 |
Martin ratioReturn relative to average drawdown | 16.36 | 7.36 | +9.00 |
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 | RLIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.24 | +1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.53 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.47 | -0.25 |
Correlation
The correlation between JCRAX and RLIIX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JCRAX vs. RLIIX - Dividend Comparison
JCRAX's dividend yield for the trailing twelve months is around 7.34%, more than RLIIX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
RLIIX RiverFront Asset Allocation Growth & Income | 6.34% | 6.23% | 1.29% | 2.29% | 6.66% | 1.40% | 1.42% | 2.07% | 18.88% | 1.37% | 1.66% | 3.72% |
Drawdowns
JCRAX vs. RLIIX - Drawdown Comparison
The maximum JCRAX drawdown since its inception was -62.03%, which is greater than RLIIX's maximum drawdown of -27.35%. Use the drawdown chart below to compare losses from any high point for JCRAX and RLIIX.
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Drawdown Indicators
| JCRAX | RLIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.03% | -27.35% | -34.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -7.88% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -26.60% | -21.19% | -5.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.14% | -27.35% | -15.79% |
Current DrawdownCurrent decline from peak | -0.10% | -6.43% | +6.33% |
Average DrawdownAverage peak-to-trough decline | -26.67% | -4.64% | -22.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.76% | +0.64% |
Volatility
JCRAX vs. RLIIX - Volatility Comparison
ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) has a higher volatility of 4.63% compared to RiverFront Asset Allocation Growth & Income (RLIIX) at 3.55%. This indicates that JCRAX's price experiences larger fluctuations and is considered to be riskier than RLIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCRAX | RLIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.55% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 6.53% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 11.23% | +5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.66% | 10.76% | +9.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 12.04% | +6.09% |