LCSIX vs. PQTAX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. PQTAX is managed by PIMCO. It was launched on Dec 31, 2013.
Performance
LCSIX vs. PQTAX - Performance Comparison
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LCSIX vs. PQTAX - 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% |
PQTAX PIMCO TRENDS Managed Futures Strategy Fund Class A | 4.61% | 2.06% | -3.31% | -4.52% | 11.06% | 14.52% | 8.48% | 2.63% | 1.98% | 4.51% |
Returns By Period
In the year-to-date period, LCSIX achieves a 2.78% return, which is significantly lower than PQTAX's 4.61% return. Over the past 10 years, LCSIX has underperformed PQTAX with an annualized return of 2.75%, while PQTAX has yielded a comparatively higher 3.64% 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%
PQTAX
- 1D
- 0.28%
- 1M
- -2.24%
- YTD
- 4.61%
- 6M
- 10.21%
- 1Y
- 11.79%
- 3Y*
- 1.77%
- 5Y*
- 3.99%
- 10Y*
- 3.64%
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LCSIX vs. PQTAX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is lower than PQTAX's 1.81% expense ratio.
Return for Risk
LCSIX vs. PQTAX — Risk / Return Rank
LCSIX
PQTAX
LCSIX vs. PQTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX). 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 | PQTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.35 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.85 | -1.60 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.24 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.51 | -1.27 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.62 | -3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSIX | PQTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.35 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.41 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.39 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | +0.01 |
Correlation
The correlation between LCSIX and PQTAX is 0.18, 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. PQTAX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, while PQTAX has not paid dividends to shareholders.
| 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% |
PQTAX PIMCO TRENDS Managed Futures Strategy Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 14.61% | 2.22% | 4.46% | 2.29% | 0.10% | 2.54% | 0.00% | 7.65% |
Drawdowns
LCSIX vs. PQTAX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum PQTAX drawdown of -28.39%. Use the drawdown chart below to compare losses from any high point for LCSIX and PQTAX.
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Drawdown Indicators
| LCSIX | PQTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -28.39% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -8.04% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -28.39% | +15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -28.39% | +14.68% |
Current DrawdownCurrent decline from peak | -8.74% | -13.57% | +4.83% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -9.31% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 3.35% | -1.20% |
Volatility
LCSIX vs. PQTAX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX) has a volatility of 3.55%. This indicates that LCSIX experiences smaller price fluctuations and is considered to be less risky than PQTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSIX | PQTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.55% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 6.73% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 8.80% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 9.90% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 9.42% | -2.71% |