LCSIX vs. PGTYX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and Putnam Global Technology Fund (PGTYX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. PGTYX is managed by Putnam. It was launched on Dec 17, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSIX or PGTYX.
Performance
LCSIX vs. PGTYX - Performance Comparison
Returns By Period
In the year-to-date period, LCSIX achieves a -4.30% return, which is significantly lower than PGTYX's 30.20% return. Over the past 10 years, LCSIX has underperformed PGTYX with an annualized return of 5.02%, while PGTYX has yielded a comparatively higher 14.12% annualized return.
LCSIX
-4.30%
-1.16%
-5.66%
-3.38%
4.67%
5.02%
PGTYX
30.20%
-0.81%
11.71%
34.71%
14.27%
14.12%
Key characteristics
| LCSIX | PGTYX | |
|---|---|---|
| Sharpe Ratio | -0.64 | 1.68 |
| Sortino Ratio | -0.82 | 2.24 |
| Omega Ratio | 0.89 | 1.30 |
| Calmar Ratio | -0.37 | 1.51 |
| Martin Ratio | -1.13 | 7.01 |
| Ulcer Index | 3.00% | 5.06% |
| Daily Std Dev | 5.29% | 21.08% |
| Max Drawdown | -25.05% | -52.31% |
| Current Drawdown | -8.39% | -2.45% |
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LCSIX vs. PGTYX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is higher than PGTYX's 0.62% expense ratio.
Correlation
The correlation between LCSIX and PGTYX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
LCSIX vs. PGTYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and Putnam Global Technology Fund (PGTYX). 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.
Dividends
LCSIX vs. PGTYX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 1.97%, more than PGTYX's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 1.97% | 1.89% | 10.75% | 7.14% | 2.93% | 0.54% | 12.36% | 0.02% | 3.20% | 7.35% | 9.86% |
PGTYX Putnam Global Technology Fund | 0.44% | 0.57% | 1.71% | 0.00% | 0.00% | 0.58% | 0.49% | 0.00% | 0.83% | 0.00% | 5.14% |
Drawdowns
LCSIX vs. PGTYX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.05%, smaller than the maximum PGTYX drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for LCSIX and PGTYX. For additional features, visit the drawdowns tool.
Volatility
LCSIX vs. PGTYX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.35%, while Putnam Global Technology Fund (PGTYX) has a volatility of 5.86%. This indicates that LCSIX experiences smaller price fluctuations and is considered to be less risky than PGTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.