LCSIX vs. BRCAX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Performance
LCSIX vs. BRCAX - Performance Comparison
Loading graphics...
LCSIX vs. BRCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.78% | 1.13% | -8.29% | -3.07% | 6.04% | 14.90% | 9.90% | -5.97% | 15.16% | 6.19% |
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, LCSIX achieves a 2.78% return, which is significantly lower than BRCAX's 27.94% return. Over the past 10 years, LCSIX has underperformed BRCAX with an annualized return of 2.75%, while BRCAX has yielded a comparatively higher 8.46% annualized return.
LCSIX
- 1D
- 0.57%
- 1M
- 0.91%
- YTD
- 2.78%
- 6M
- 1.28%
- 1Y
- 0.27%
- 3Y*
- -2.12%
- 5Y*
- 2.03%
- 10Y*
- 2.75%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCSIX vs. BRCAX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is higher than BRCAX's 1.40% expense ratio.
Return for Risk
LCSIX vs. BRCAX — Risk / Return Rank
LCSIX
BRCAX
LCSIX vs. BRCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) 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.
| LCSIX | BRCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 2.58 | -2.43 |
Sortino ratioReturn per unit of downside risk | 0.25 | 3.11 | -2.86 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.48 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 4.74 | -4.50 |
Martin ratioReturn relative to average drawdown | 0.49 | 15.98 | -15.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCSIX | BRCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 2.58 | -2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.85 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.60 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.16 | +0.30 |
Correlation
The correlation between LCSIX and BRCAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LCSIX vs. BRCAX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, less than BRCAX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.26% | 2.32% | 2.75% | 1.88% | 10.75% | 7.14% | 2.94% | 0.54% | 12.36% | 0.02% | 3.21% | 7.36% |
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% | 0.00% |
Drawdowns
LCSIX vs. BRCAX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum BRCAX drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for LCSIX and BRCAX.
Loading graphics...
Drawdown Indicators
| LCSIX | BRCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -60.98% | +35.85% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -9.22% | +4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -20.66% | +7.45% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -38.44% | +24.73% |
Current DrawdownCurrent decline from peak | -8.74% | -0.12% | -8.62% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -28.81% | +22.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.74% | -0.59% |
Volatility
LCSIX vs. BRCAX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) has a volatility of 7.20%. This indicates that LCSIX 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.
Loading graphics...
Volatility by Period
| LCSIX | BRCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 7.20% | -5.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 14.88% | -9.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 17.16% | -10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 15.64% | -10.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 14.27% | -7.56% |