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
LCSIX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS I) 2.55% 2.66% -1.82% 1.08% 2.90% NA NA
Data as of 06/04/2026, Common starting date is 02/29/2012
More Performance Analytics Comparison
Name Start Date End Date
LCSIX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS I) 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 (%) 0.91 2.66 -1.82 1.08 2.90 NA NA 2.55 1.14 -8.34 -3.07 6.04 14.90 9.88 -5.97 15.16 6.19 -2.67 22.61 22.36 -8.11 -15.01
Sharpe Ratio NA -0.04 -0.99 -0.28 0.16 NA NA 0.21 -0.28 -2.27 -1.69 0.83 2.91 1.17 -1.23 1.63 0.63 -0.38 2.01 2.70 -1.16 -2.21
Standard Deviation(%) NA 6.21 5.71 5.49 6.67 NA NA 7.11 6.33 5.28 4.00 5.58 5.11 8.21 6.07 8.50 8.81 7.69 11.22 8.26 7.01 8.03
Draw Down(%) NA 3.87 11.65 13.26 13.54 NA NA 3.87 4.31 11.65 5.49 4.26 3.29 8.91 9.50 5.20 7.53 9.86 8.76 6.24 10.12 16.13
Yield(%) 0.00 2.27 2.07 4.67 4.30 4.01 3.01 0.00 2.28 2.41 1.80 10.31 7.60 3.11 0.51 12.71 0.02 3.03 8.35 11.13 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
LCSIX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS I) -3.53%
May 2022 – May 2025
0.74%
Apr 2020 – Apr 2025
2.55%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCSIX (LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS I) 15.77%
Oct 2013 – Oct 2016
12.29%
Dec 2013 – Dec 2018
8.17%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return