JHEQX vs. LCSIX

In the year-to-date period, JHEQX achieves a -6.29% return, which is significantly lower than LCSIX's 1.26% return. Over the past 10 years, JHEQX has outperformed LCSIX with an annualized return of 7.55%, while LCSIX has yielded a comparatively lower 5.03% annualized return.

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JHEQX has a 0.58% expense ratio, which is lower than LCSIX's 1.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Fund Class I (JHEQX) 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.

The current JHEQX Sharpe Ratio is 0.65, which is higher than the LCSIX Sharpe Ratio of -1.25. The chart below compares the historical Sharpe Ratios of JHEQX and LCSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JHEQX's dividend yield for the trailing twelve months is around 0.81%, less than LCSIX's 2.67% yield.

The maximum JHEQX drawdown since its inception was -18.85%, smaller than the maximum LCSIX drawdown of -25.05%. Use the drawdown chart below to compare losses from any high point for JHEQX and LCSIX. For additional features, visit the drawdowns tool.

JPMorgan Hedged Equity Fund Class I (JHEQX) has a higher volatility of 8.03% compared to LoCorr Long/Short Commodity Strategies Fund (LCSIX) at 2.91%. This indicates that JHEQX'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.