Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEQAX (LOCORR DYNAMIC EQUITY FUND CLASS A) | 5.49% | 12.44% | 7.67% | 2.84% | 4.84% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEQAX (LOCORR DYNAMIC EQUITY FUND CLASS A) | 05/13/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 12.44 | 7.67 | 2.84 | 4.84 | NA | NA | … | … | 5.49 | 2.62 | 9.34 | 5.08 | -9.18 | 14.39 | 3.75 | 13.40 | -12.87 | 2.38 | 25.10 | -1.53 | -14.37 | 14.80 |
| Sharpe Ratio | NA | 1.26 | 0.53 | 0.03 | 0.27 | NA | NA | … | … | 1.57 | -0.03 | 0.57 | 0.17 | -0.86 | 1.42 | 0.14 | 1.46 | -1.20 | 0.23 | 1.72 | -0.10 | -1.05 | 2.30 |
| Standard Deviation(%) | NA | 9.04 | 9.72 | 10.04 | 12.28 | NA | NA | … | … | 9.69 | 9.86 | 9.96 | 8.24 | 12.45 | 10.14 | 24.06 | 8.14 | 11.88 | 7.66 | 14.43 | 15.06 | 13.68 | 10.47 |
| Draw Down(%) | NA | 4.52 | 12.83 | 18.22 | 32.92 | NA | NA | … | … | 4.52 | 11.85 | 4.64 | 12.37 | 15.02 | 5.49 | 30.95 | 4.91 | 18.53 | 5.34 | 12.14 | 16.47 | 18.90 | 5.39 |
| Yield(%) | 0.00 | 18.24 | 7.34 | 5.20 | 4.26 | 2.92 | 2.19 | … | … | 0.00 | 17.60 | 0.84 | 1.32 | 1.21 | 6.80 | 0.00 | 0.38 | 3.27 | 4.37 | 0.00 | 0.00 | 0.35 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEQAX (LOCORR DYNAMIC EQUITY FUND CLASS A) |
-7.73%
Mar 2017 – Mar 2020 |
-1.68%
Mar 2015 – Mar 2020 |
1.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEQAX (LOCORR DYNAMIC EQUITY FUND CLASS A) |
12.03%
Mar 2020 – Mar 2023 |
9.01%
Mar 2020 – Mar 2025 |
5.79%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart