Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCSAX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A) 2.11% 2.29% -2.17% 0.79% 2.53% NA NA
Data as of 06/03/2026, Common starting date is 02/29/2012
More Performance Analytics Comparison
Name Start Date End Date
LCSAX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A) 02/29/2012 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.81 2.29 -2.17 0.79 2.53 NA NA 2.11 0.87 -8.44 -3.37 5.91 14.51 9.63 -6.24 14.81 5.91 -2.98 22.34 22.07 -8.36 -15.11
Sharpe Ratio NA -0.06 -1.03 -0.32 0.12 NA NA 0.17 -0.32 -2.26 -1.80 0.79 2.86 1.13 -1.30 1.60 0.60 -0.42 2.00 2.65 -1.21 -2.22
Standard Deviation(%) NA 6.24 5.74 5.53 6.65 NA NA 7.32 6.30 5.34 3.94 5.70 5.07 8.26 5.92 8.41 8.74 7.60 11.13 8.33 6.92 8.05
Draw Down(%) NA 4.02 11.71 13.75 13.75 NA NA 4.02 4.36 11.71 5.58 4.32 3.25 9.03 9.53 5.16 7.59 10.11 8.73 6.16 10.37 16.33
Yield(%) 0.00 2.03 1.70 4.44 4.04 3.82 2.86 0.00 2.03 1.73 1.58 10.31 7.45 2.78 0.22 12.66 0.02 2.75 8.23 11.06 0.00 0.00
Data as of 06/03/2026, Common starting date is 02/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCSAX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A) -3.77%
May 2022 – May 2025
0.50%
Apr 2020 – Apr 2025
2.28%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCSAX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A) 15.49%
Oct 2013 – Oct 2016
11.99%
Dec 2013 – Dec 2018
7.90%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return