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LCSIX: LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS I (MUTUAL FUND)
Basic Info 9.52 0.03(0.32%) October 11
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 02/29/2012 |
| Last Dividend Date: | 12/08/2023 |
| 12-Mo. Yield | 1.82% |
| Expenses | 2.18% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 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(%) | -0.7 | -2.5 | -2.3 | 0.4 | 4.4 | 5.6 | 4.1 | -3.1 | 6.2 | 14.7 | 9.9 | -6.0 | 15.2 | 6.2 | -2.7 | 22.6 | 22.4 | -8.1 | -15.0 |
| Sharpe Ratio | NA | -2.06 | -2.05 | -0.57 | 0.38 | 0.57 | 0.4 | -1.84 | 0.84 | 2.88 | 1.17 | -1.22 | 1.63 | 0.63 | -0.37 | 2.01 | 2.7 | -1.16 | -2.21 |
| Draw Down(%) | NA | 5.0 | 5.0 | 6.7 | 8.9 | 14.9 | 25.1 | 5.5 | 4.3 | 3.3 | 8.9 | 9.5 | 5.2 | 7.5 | 9.9 | 8.8 | 6.2 | 10.1 | 16.1 |
| Standard Deviation(%) | NA | 4.5 | 4.1 | 4.9 | 5.8 | 7.4 | 7.5 | 4.0 | 5.8 | 5.1 | 8.2 | 6.1 | 8.5 | 8.8 | 7.7 | 11.2 | 8.3 | 7.0 | 8.0 |
| Treynor Ratio | NA | -1.41 | -1.73 | -1.13 | -0.89 | -1.13 | -0.66 | -5.32 | 2.14 | 3.94 | -1.38 | 0.64 | 3.79 | -2.51 | 0.22 | -1.37 | 16.85 | 1.21 | 0.92 |
| Alpha | NA | -0.04 | -0.04 | -0.01 | 0.01 | 0.02 | 0.02 | -0.03 | 0.02 | 0.05 | 0.04 | -0.02 | 0.05 | 0.02 | 0.0 | 0.08 | 0.08 | -0.03 | -0.07 |
| Beta | NA | 0.07 | 0.05 | 0.02 | -0.02 | -0.04 | -0.05 | 0.01 | 0.02 | 0.04 | -0.07 | -0.12 | 0.04 | -0.02 | -0.13 | -0.17 | 0.01 | -0.07 | -0.19 |
| RSquared | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.08 | 0.06 | 0.01 | 0.0 | 0.05 | 0.05 | 0.0 | 0.01 | 0.1 |
| Yield(%) | N/A | 0.0 | 1.8 | 6.0 | 5.0 | 5.8 | N/A | 1.8 | 10.3 | 7.6 | 3.1 | 0.5 | 12.7 | 0.0 | 3.0 | 8.4 | 11.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -83.3 | 29.5 | -22.8 | N/A | N/A | -83.3 | 44.2 | 160.2 | 476.5 | -95.9 | 61885.0 | -99.3 | -58.9 | -15.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2012
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