Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOTIX (LOCORR MARKET TREND FUND CLASS I) | 24.95% | 40.85% | 7.58% | 5.47% | 3.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOTIX (LOCORR MARKET TREND FUND CLASS I) | 07/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 40.85 | 7.58 | 5.47 | 3.75 | NA | NA | … | … | 24.95 | 4.08 | 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 | 3.20 | 0.30 | 0.19 | 0.16 | NA | NA | … | … | 5.11 | 0.11 | 0.16 | -1.07 | 0.71 | 0.07 | 0.31 | 1.35 | -1.02 | 0.21 | -0.76 | 0.49 | 3.88 |
| Standard Deviation(%) | NA | 11.62 | 12.10 | 14.44 | 14.09 | NA | NA | … | … | 12.63 | 10.54 | 13.64 | 13.77 | 18.40 | 14.59 | 14.68 | 12.60 | 14.58 | 14.87 | 12.72 | 12.18 | 10.54 |
| Draw Down(%) | NA | 4.47 | 20.17 | 31.38 | 31.38 | NA | NA | … | … | 3.26 | 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 | 2.88 | 3.26 | 3.43 | 2.15 | 2.08 | 1.56 | … | … | 0.00 | 2.65 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
3.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart