Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LOTIX (LOCORR MARKET TREND FUND CLASS I) | -5.11% | -13.12% | -7.75% | 2.14% | 0.06% | NA | NA | 2.53% |
Data as of 07/22/2025, AR inception is 07/01/2014
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LOTIX (LOCORR MARKET TREND FUND CLASS I) | 07/01/2014 | 07/22/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.47 | -13.12 | -7.75 | 2.14 | 0.06 | NA | NA | 2.53 | -5.11 | 5.79 | -10.95 | 14.51 | 1.03 | 4.80 | 18.53 | -13.44 | 3.84 | -9.49 | 5.97 | 18.88 |
Sharpe Ratio | NA | -1.40 | -0.84 | 0.02 | -0.11 | NA | NA | 0.08 | -1.55 | -0.06 | -1.11 | 0.72 | 0.07 | 0.31 | 1.36 | -1.02 | 0.22 | -0.76 | 0.49 | 3.88 |
Standard Deviation(%) | NA | 12.92 | 14.72 | 14.54 | 14.18 | NA | NA | 13.94 | 9.20 | 13.63 | 13.77 | 18.40 | 14.59 | 14.68 | 12.60 | 14.58 | 14.87 | 12.72 | 12.18 | 10.54 |
Draw Down(%) | NA | 17.66 | 31.00 | 31.38 | 31.38 | NA | NA | 31.38 | 11.49 | 17.55 | 16.32 | 21.60 | 9.54 | 17.20 | 9.11 | 19.26 | 9.83 | 17.42 | 10.01 | 5.10 |
Yield(%) | 0.00 | 4.94 | 3.30 | 3.51 | 1.89 | 1.88 | 1.41 | 2.57 | 0.00 | 5.69 | 2.36 | 4.79 | 3.53 | 0.25 | 1.53 | 0.00 | 0.00 | 1.67 | 0.97 | 4.38 |
Data as of 07/22/2025, AR inception is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LOTIX (LOCORR MARKET TREND FUND CLASS I) |
-9.30%
Feb 2016 - Feb 2019 |
-2.92%
Mar 2015 - Mar 2020 |
-0.40%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LOTIX (LOCORR MARKET TREND FUND CLASS I) |
15.19%
May 2019 - May 2022 |
10.09%
Oct 2017 - Oct 2022 |
3.16%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart