Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFMAX (LOCORR MACRO STRATEGIES FUND CLASS A) | 9.99% | 14.75% | 5.02% | 1.77% | 2.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFMAX (LOCORR MACRO STRATEGIES FUND CLASS A) | 06/20/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 14.75 | 5.02 | 1.77 | 2.72 | NA | NA | … | … | 9.99 | 2.56 | 6.54 | -6.81 | 2.90 | -0.17 | 4.25 | 12.51 | -5.35 | 2.66 | 6.51 | 3.27 | 15.41 | -5.53 | -5.98 | -1.89 |
| Sharpe Ratio | NA | 2.24 | 0.22 | -0.08 | 0.14 | NA | NA | … | … | 3.80 | -0.06 | 0.42 | -1.31 | 0.09 | -0.03 | 0.50 | 1.68 | -0.71 | 0.26 | 0.71 | 0.29 | 1.79 | -0.48 | -0.64 | -0.35 |
| Standard Deviation(%) | NA | 5.53 | 6.64 | 9.83 | 8.96 | NA | NA | … | … | 6.34 | 5.44 | 6.91 | 8.06 | 17.21 | 7.20 | 7.91 | 6.56 | 9.59 | 7.68 | 8.82 | 11.05 | 8.58 | 11.49 | 9.50 | 9.97 |
| Draw Down(%) | NA | 2.53 | 8.95 | 21.76 | 21.76 | NA | NA | … | … | 1.38 | 5.37 | 7.04 | 8.82 | 17.88 | 6.73 | 9.26 | 4.40 | 10.94 | 6.83 | 8.18 | 9.39 | 3.50 | 15.47 | 8.11 | 7.17 |
| Yield(%) | 0.00 | 2.98 | 2.81 | 2.87 | 3.27 | 3.00 | 2.25 | … | … | 0.00 | 2.92 | 3.00 | 2.70 | 2.88 | 4.56 | 4.52 | 4.79 | 2.62 | 5.78 | 2.06 | 2.87 | 12.92 | 0.06 | 0.02 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFMAX (LOCORR MACRO STRATEGIES FUND CLASS A) |
-4.77%
Oct 2022 – Oct 2025 |
0.36%
Aug 2020 – Aug 2025 |
1.92%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFMAX (LOCORR MACRO STRATEGIES FUND CLASS A) |
11.07%
Aug 2013 – Aug 2016 |
6.75%
Sep 2017 – Sep 2022 |
5.23%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart