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LCSAX: LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info 9.69 0(0.0%) April 23
Asset Class: | Managed Futures |
MyPlanIQ Rating: | (63%) |
Start Date: | 02/29/2012 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 1.66% |
Expenses | 2.18% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/29/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 0.9 | -0.9 | 4.6 | 4.0 | 6.9 | 4.3 | -3.4 | 5.9 | 14.5 | 9.6 | -6.2 | 14.8 | 5.9 | -3.0 | 22.3 | 22.1 | -8.4 | -15.1 |
Sharpe Ratio | NA | 0.22 | -1.17 | 0.54 | 0.43 | 0.8 | 0.46 | -1.95 | 0.77 | 2.87 | 1.13 | -1.29 | 1.6 | 0.61 | -0.42 | 2.0 | 2.65 | -1.21 | -2.22 |
Draw Down(%) | NA | 1.6 | 3.3 | 5.8 | 9.5 | 15.2 | 25.4 | 5.6 | 4.3 | 3.2 | 9.0 | 9.5 | 5.2 | 7.6 | 10.1 | 8.7 | 6.2 | 10.4 | 16.3 |
Standard Deviation(%) | NA | 4.1 | 3.9 | 5.0 | 5.9 | 7.4 | 7.5 | 3.9 | 5.9 | 5.1 | 8.3 | 5.9 | 8.4 | 8.7 | 7.6 | 11.1 | 8.3 | 6.9 | 8.1 |
Treynor Ratio | NA | 0.38 | -1.8 | 1.05 | -0.89 | -1.49 | -0.72 | -3.27 | 1.74 | 3.99 | -1.35 | 0.7 | 3.94 | -6.6 | 0.23 | -1.36 | 22.57 | 1.21 | 0.91 |
Alpha | NA | 0.0 | -0.02 | 0.01 | 0.01 | 0.03 | 0.02 | -0.03 | 0.02 | 0.05 | 0.04 | -0.02 | 0.05 | 0.02 | -0.01 | 0.08 | 0.08 | -0.03 | -0.07 |
Beta | NA | 0.02 | 0.03 | 0.03 | -0.03 | -0.04 | -0.05 | 0.02 | 0.03 | 0.04 | -0.07 | -0.11 | 0.03 | -0.01 | -0.14 | -0.16 | 0.01 | -0.07 | -0.2 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.08 | 0.05 | 0.0 | 0.0 | 0.06 | 0.05 | 0.0 | 0.01 | 0.11 |
Yield(%) | N/A | 0.0 | 1.6 | 6.5 | 4.6 | 6.3 | N/A | 1.6 | 10.3 | 7.4 | 2.8 | 0.2 | 12.6 | 0.0 | 2.8 | 8.3 | 11.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -85.3 | 32.7 | -25.3 | N/A | N/A | -85.3 | 47.3 | 184.6 | 1200.0 | -98.4 | N/A | -100.0 | -62.0 | -15.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2012
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