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LOTIX: LoCorr Market Trend I (MUTUAL FUND)
Basic Info 12.21 0.04(0.33%) September 24
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 07/01/2014 |
| Last Dividend Date: | 12/08/2020 |
| 12-Mo. Yield | 0.23% |
| Expenses | 1.95% |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 4.0 | 14.9 | 5.6 | 1.0 | 4.0 | 4.8 | 18.5 | -13.4 | 3.8 | -9.5 | 6.0 | 18.9 |
| SR | NA | 0.43 | 1.15 | 0.36 | 0.02 | 0.26 | 0.31 | 1.36 | -1.01 | 0.22 | -0.76 | 0.49 | 3.88 |
| DD(%) | NA | 9.0 | 9.0 | 17.5 | 22.5 | 28.3 | 17.2 | 9.1 | 19.3 | 9.8 | 17.4 | 10.0 | 5.1 |
| SD(%) | NA | 12.9 | 13.0 | 13.9 | 13.8 | 13.4 | 14.7 | 12.6 | 14.6 | 14.9 | 12.7 | 12.2 | 10.5 |
| TR | NA | 0.09 | 0.34 | 0.29 | 0.01 | 0.23 | 0.32 | 2.59 | -0.68 | 0.05 | 0.49 | 1.91 | 1.17 |
| Alpha(%) | NA | -0.03 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.06 | -0.05 | -0.04 | -0.03 | 0.03 | 0.12 |
| Beta(%) | NA | 0.58 | 0.43 | 0.17 | 0.19 | 0.15 | 0.14 | 0.07 | 0.22 | 0.68 | -0.2 | 0.03 | 0.35 |
| RS | NA | 0.33 | 0.21 | 0.08 | 0.07 | 0.04 | 0.12 | 0.0 | 0.06 | 0.09 | 0.04 | 0.0 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2014
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