Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSPIX (LOCORR SPECTRUM INCOME FUND CLASS I) | 6.50% | 13.43% | 10.76% | 2.90% | 4.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSPIX (LOCORR SPECTRUM INCOME FUND CLASS I) | 01/06/2014 | 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 (%) | -0.36 | 13.43 | 10.76 | 2.90 | 4.76 | NA | NA | … | … | 6.50 | 9.86 | 9.14 | 2.04 | -10.99 | 21.49 | -2.61 | 18.74 | -7.91 | 3.85 | 6.85 | -7.10 | -5.79 |
| Sharpe Ratio | NA | 1.39 | 0.72 | 0.05 | 0.22 | NA | NA | … | … | 1.61 | 0.50 | 0.58 | -0.15 | -0.93 | 1.78 | -0.08 | 2.20 | -0.73 | 0.41 | 0.50 | -0.61 | -0.67 |
| Standard Deviation(%) | NA | 8.51 | 11.57 | 11.79 | 15.48 | NA | NA | … | … | 9.43 | 13.95 | 9.52 | 11.19 | 13.42 | 12.09 | 35.53 | 7.85 | 12.77 | 7.90 | 13.30 | 11.65 | 8.81 |
| Draw Down(%) | NA | 6.02 | 13.07 | 21.06 | 43.64 | NA | NA | … | … | 6.02 | 13.07 | 6.55 | 10.38 | 18.05 | 6.80 | 43.64 | 4.14 | 20.54 | 5.78 | 12.26 | 19.12 | 14.90 |
| Yield(%) | 0.00 | 8.26 | 8.79 | 6.49 | 6.49 | 4.31 | 3.24 | … | … | 2.95 | 8.87 | 8.92 | 8.42 | 6.87 | 7.86 | 6.95 | 8.20 | 8.01 | 7.66 | 7.68 | 6.58 | 5.47 |
Data as of 06/04/2026, Common starting date is 01/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSPIX (LOCORR SPECTRUM INCOME FUND CLASS I) |
-10.69%
Mar 2017 – Mar 2020 |
-7.42%
Mar 2015 – Mar 2020 |
1.31%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSPIX (LOCORR SPECTRUM INCOME FUND CLASS I) |
17.37%
Mar 2020 – Mar 2023 |
13.88%
Mar 2020 – Mar 2025 |
5.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart