Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFMCX (LOCORR MACRO STRATEGIES FUND CLASS C) | 8.99% | 13.41% | 4.05% | 0.74% | 1.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFMCX (LOCORR MACRO STRATEGIES FUND CLASS C) | 06/20/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 13.41 | 4.05 | 0.74 | 1.82 | NA | NA | … | … | 8.99 | 1.88 | 5.63 | -7.45 | 1.49 | -0.93 | 3.48 | 11.56 | -5.98 | 1.93 | 5.72 | 2.51 | 14.39 | -6.07 | -6.77 | -2.21 |
| Sharpe Ratio | NA | 2.09 | 0.10 | -0.17 | 0.04 | NA | NA | … | … | 3.68 | -0.18 | 0.31 | -1.39 | 0.00 | -0.13 | 0.40 | 1.53 | -0.77 | 0.17 | 0.62 | 0.22 | 1.67 | -0.53 | -0.73 | -0.41 |
| Standard Deviation(%) | NA | 5.49 | 6.46 | 9.93 | 9.03 | NA | NA | … | … | 6.22 | 5.49 | 6.53 | 8.03 | 17.63 | 7.23 | 8.04 | 6.60 | 9.65 | 7.72 | 8.82 | 11.06 | 8.60 | 11.45 | 9.41 | 9.93 |
| Draw Down(%) | NA | 2.71 | 9.01 | 22.89 | 22.89 | NA | NA | … | … | 1.48 | 5.58 | 7.24 | 9.23 | 18.41 | 7.11 | 9.38 | 4.50 | 11.55 | 6.96 | 8.42 | 9.64 | 3.69 | 15.62 | 8.59 | 7.40 |
| Yield(%) | 0.00 | 2.76 | 2.28 | 2.36 | 2.84 | 2.60 | 1.95 | … | … | 0.00 | 2.69 | 2.32 | 1.98 | 2.34 | 3.92 | 3.90 | 4.56 | 1.86 | 5.98 | 2.11 | 2.24 | 12.46 | 0.06 | 0.02 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LFMCX (LOCORR MACRO STRATEGIES FUND CLASS C) |
-5.68%
Sep 2022 – Sep 2025 |
-0.51%
Aug 2020 – Aug 2025 |
1.11%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFMCX (LOCORR MACRO STRATEGIES FUND CLASS C) |
10.26%
Aug 2013 – Aug 2016 |
5.96%
Sep 2017 – Sep 2022 |
4.45%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
