LCSIX vs. PQTIX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. PQTIX is an actively managed fund by PIMCO. It was launched on Jan 2, 2014.
Performance
LCSIX vs. PQTIX - Performance Comparison
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LCSIX vs. PQTIX - 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% |
PQTIX PIMCO TRENDS Managed Futures Strategy Fund Institutional Class | 4.68% | 2.39% | -2.88% | -4.19% | 11.62% | 14.87% | 9.96% | 2.90% | 2.37% | 2.37% |
Returns By Period
In the year-to-date period, LCSIX achieves a 2.78% return, which is significantly lower than PQTIX's 4.68% return. Over the past 10 years, LCSIX has underperformed PQTIX with an annualized return of 2.75%, while PQTIX has yielded a comparatively higher 3.86% 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%
PQTIX
- 1D
- 0.18%
- 1M
- -2.27%
- YTD
- 4.68%
- 6M
- 10.36%
- 1Y
- 12.24%
- 3Y*
- 2.14%
- 5Y*
- 4.39%
- 10Y*
- 3.86%
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LCSIX vs. PQTIX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is higher than PQTIX's 1.54% expense ratio.
Return for Risk
LCSIX vs. PQTIX — Risk / Return Rank
LCSIX
PQTIX
LCSIX vs. PQTIX - 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 Institutional Class (PQTIX). 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 | PQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.39 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.89 | -1.64 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.25 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.56 | -1.32 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.82 | -3.33 |
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 | PQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.39 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.45 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.41 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.47 | -0.02 |
Correlation
The correlation between LCSIX and PQTIX 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. PQTIX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, while PQTIX 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% |
PQTIX PIMCO TRENDS Managed Futures Strategy Fund Institutional Class | 0.00% | 0.00% | 0.00% | 0.00% | 14.83% | 2.47% | 5.65% | 2.55% | 0.39% | 0.25% | 0.00% | 8.06% |
Drawdowns
LCSIX vs. PQTIX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum PQTIX drawdown of -27.65%. Use the drawdown chart below to compare losses from any high point for LCSIX and PQTIX.
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Drawdown Indicators
| LCSIX | PQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -27.65% | +2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -7.97% | +3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -27.65% | +14.44% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -27.65% | +13.94% |
Current DrawdownCurrent decline from peak | -8.74% | -12.38% | +3.64% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -9.23% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 3.26% | -1.11% |
Volatility
LCSIX vs. PQTIX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX) has a volatility of 3.59%. This indicates that LCSIX experiences smaller price fluctuations and is considered to be less risky than PQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSIX | PQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.59% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 6.76% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 8.79% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 9.86% | -4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 9.38% | -2.67% |