Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOTAX (LOCORR MARKET TREND FUND CLASS A) | 25.47% | 41.75% | 7.48% | 5.34% | 3.60% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOTAX (LOCORR MARKET TREND FUND CLASS A) | 07/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 41.75 | 7.48 | 5.34 | 3.60 | NA | NA | … | … | 25.47 | 3.80 | 5.32 | -10.99 | 14.15 | 0.86 | 4.47 | 18.33 | -13.69 | 3.57 | -9.71 | 5.68 | 18.74 |
| Sharpe Ratio | NA | 3.17 | 0.26 | 0.17 | 0.14 | NA | NA | … | … | 5.09 | 0.09 | 0.11 | -1.08 | 0.69 | 0.06 | 0.29 | 1.33 | -1.04 | 0.20 | -0.78 | 0.47 | 3.86 |
| Standard Deviation(%) | NA | 11.60 | 12.69 | 14.75 | 14.25 | NA | NA | … | … | 12.60 | 10.55 | 15.17 | 13.70 | 18.48 | 14.58 | 14.74 | 12.63 | 14.55 | 14.84 | 12.71 | 12.15 | 10.52 |
| Draw Down(%) | NA | 4.57 | 20.33 | 31.94 | 31.94 | NA | NA | … | … | 3.18 | 11.57 | 17.51 | 16.32 | 21.80 | 9.66 | 17.27 | 9.11 | 19.46 | 9.96 | 17.61 | 10.11 | 5.20 |
| Yield(%) | 0.00 | 2.60 | 2.87 | 3.11 | 1.89 | 1.84 | 1.38 | … | … | 0.00 | 2.38 | 4.86 | 2.13 | 4.55 | 3.28 | 0.00 | 0.78 | 0.00 | 0.00 | 1.55 | 0.78 | 4.34 |
Data as of 06/03/2026, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTAX (LOCORR MARKET TREND FUND CLASS A) |
-9.50%
Feb 2016 – Feb 2019 |
-3.15%
Mar 2015 – Mar 2020 |
-0.65%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTAX (LOCORR MARKET TREND FUND CLASS A) |
14.94%
May 2019 – May 2022 |
9.82%
Oct 2017 – Oct 2022 |
3.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart