LCSIX vs. DBMF

In the year-to-date period, LCSIX achieves a 0.34% return, which is significantly higher than DBMF's -2.76% return.

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LCSIX has a 1.75% expense ratio, which is higher than DBMF's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and iM DBi Managed Futures Strategy ETF (DBMF). 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 LCSIX Sharpe Ratio is -1.40, which is comparable to the DBMF Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of LCSIX and DBMF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCSIX's dividend yield for the trailing twelve months is around 2.69%, less than DBMF's 6.04% yield.

The maximum LCSIX drawdown since its inception was -25.05%, which is greater than DBMF's maximum drawdown of -20.39%. Use the drawdown chart below to compare losses from any high point for LCSIX and DBMF.

LoCorr Long/Short Commodity Strategies Fund (LCSIX) and iM DBi Managed Futures Strategy ETF (DBMF) have volatilities of 1.76% and 1.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.