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
LCSCX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS C) 2.12% 1.60% -2.81% 0.06% 1.86% NA NA
Data as of 06/04/2026, Common starting date is 02/29/2012
More Performance Analytics Comparison
Name Start Date End Date
LCSCX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS C) 02/29/2012 06/04/2026
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 (%) 0.74 1.60 -2.81 0.06 1.86 NA NA 2.12 0.10 -9.25 -4.04 5.00 13.73 8.80 -6.90 13.97 5.04 -3.61 21.38 21.01 -9.05 -15.58
Sharpe Ratio NA -0.17 -1.16 -0.46 0.01 NA NA 0.12 -0.44 -2.46 -1.90 0.64 2.72 1.03 -1.40 1.49 0.51 -0.50 1.90 2.53 -1.31 -2.28
Standard Deviation(%) NA 6.25 5.73 5.52 6.65 NA NA 7.11 6.37 5.24 4.08 5.65 5.05 8.26 5.97 8.48 8.67 7.66 11.26 8.31 6.94 8.11
Draw Down(%) NA 4.20 12.45 15.63 15.63 NA NA 4.04 4.38 12.27 6.09 4.72 3.32 9.43 9.81 5.23 7.89 10.66 8.96 6.29 10.84 16.72
Yield(%) 0.00 1.81 1.23 4.03 3.65 3.38 2.54 0.00 1.81 1.33 0.76 9.95 7.11 2.24 0.01 12.30 0.02 2.23 7.38 10.46 0.00 0.00
Data as of 06/04/2026, 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
LCSCX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS C) -4.49%
May 2022 – May 2025
-0.26%
Apr 2020 – Apr 2025
1.53%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCSCX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS C) 14.59%
Oct 2013 – Oct 2016
11.13%
Dec 2013 – Dec 2018
7.07%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return