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LCSIX vs. CAD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

LCSIX vs. CAD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LoCorr Long/Short Commodity Strategies Fund (LCSIX) and USD/CAD (CAD=X). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

LCSIX is traded in USD, while CAD=X is traded in CAD. To make them comparable, the CAD=X values have been converted to USD using the latest available exchange rates.

Returns By Period


LCSIX

1D
-0.12%
1M
-2.38%
6M
0.47%
YTD
0.00%
1Y
-1.68%
3Y*
-2.20%
5Y*
0.14%
10Y*
2.54%

CAD=X

1D
-0.02%
1M
-0.02%
6M
-0.02%
YTD
-0.02%
1Y
-0.02%
3Y*
-0.01%
5Y*
-0.00%
10Y*
-0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LCSIX vs. CAD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LCSIX
LoCorr Long/Short Commodity Strategies Fund
0.00%1.13%-8.29%-3.07%6.04%14.90%9.90%-5.97%15.16%6.19%
CAD=X
USD/CAD
-0.02%-0.00%0.00%0.00%-0.00%-0.00%-0.00%0.00%0.00%0.00%

Correlation

The correlation between LCSIX and CAD=X is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

-0.03

Correlation (10Y)
Calculated over the trailing 10-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since Jan 17, 2012

-0.02

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Return for Risk

LCSIX vs. CAD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCSIX
LCSIX Risk / Return Rank: 22
Overall Rank
LCSIX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
LCSIX Sortino Ratio Rank: 22
Sortino Ratio Rank
LCSIX Omega Ratio Rank: 22
Omega Ratio Rank
LCSIX Calmar Ratio Rank: 22
Calmar Ratio Rank
LCSIX Martin Ratio Rank: 22
Martin Ratio Rank

CAD=X
CAD=X Risk / Return Rank: 7979
Overall Rank
CAD=X Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CAD=X Sortino Ratio Rank: 7878
Sortino Ratio Rank
CAD=X Omega Ratio Rank: 8080
Omega Ratio Rank
CAD=X Calmar Ratio Rank: 7777
Calmar Ratio Rank
CAD=X Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LCSIX vs. CAD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and USD/CAD (CAD=X). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LCSIXCAD=XDifference
Sharpe ratioReturn per unit of total volatility

+0.72

Sortino ratioReturn per unit of downside risk

+0.67

Omega ratioGain probability vs. loss probability

0.96

0.02

+0.94

Calmar ratioReturn relative to maximum drawdown

-0.32

-0.97

+0.65

Martin ratioReturn relative to average drawdown

-0.74

-15.65

+14.92

LCSIX vs. CAD=X - Sharpe Ratio Comparison

The current LCSIX Sharpe Ratio is -0.27, which is higher than the CAD=X Sharpe Ratio of -0.99. The chart below compares the historical Sharpe Ratios of LCSIX and CAD=X, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LCSIX vs. CAD=X - Drawdown Comparison

The maximum LCSIX drawdown since its inception was -25.13%, which is greater than CAD=X's maximum drawdown of -0.02%. Use the drawdown chart below to compare losses from any high point for LCSIX and CAD=X.


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Drawdown Indicators


LCSIXCAD=XDifference

Max Drawdown

Largest peak-to-trough decline

-25.13%

-0.02%

-25.11%

Max Drawdown (1Y)

Largest decline over 1 year

-4.97%

-0.02%

-4.95%

Max Drawdown (3Y)

Largest decline over 3 years

-11.60%

-0.02%

-11.58%

Max Drawdown (5Y)

Largest decline over 5 years

-13.21%

-0.02%

-13.19%

Max Drawdown (10Y)

Largest decline over 10 years

-13.54%

-0.02%

-13.52%

Current Drawdown

Current decline from peak

-11.21%

-0.02%

-11.19%

Average Drawdown

Average peak-to-trough decline

-6.39%

-0.00%

-6.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

0.00%

+2.14%

Volatility

LCSIX vs. CAD=X - Volatility Comparison

LoCorr Long/Short Commodity Strategies Fund (LCSIX) has a higher volatility of 1.32% compared to USD/CAD (CAD=X) at 0.02%. This indicates that LCSIX's price experiences larger fluctuations and is considered to be riskier than CAD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LCSIXCAD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

0.02%

+1.30%

Volatility (6M)

Calculated over the trailing 6-month period

4.77%

0.02%

+4.75%

Volatility (1Y)

Calculated over the trailing 1-year period

5.94%

0.02%

+5.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.51%

0.01%

+5.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.66%

0.01%

+6.65%

Frequently Asked Questions


LCSIX and CAD=X have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LCSIX has higher volatility (1.32%) compared to CAD=X (0.02%). In terms of maximum drawdown, LCSIX dropped -25.13% vs CAD=X's -0.02%.

LCSIX currently has the higher Sharpe Ratio (-0.27 vs -0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LCSIX and CAD=X

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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