Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOTCX (LOCORR MARKET TREND FUND CLASS C) | 21.50% | 36.20% | 5.43% | 4.37% | 2.27% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOTCX (LOCORR MARKET TREND FUND CLASS C) | 07/01/2014 | 06/17/2026 |
| 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 (%) | 1.37 | 36.20 | 5.43 | 4.37 | 2.27 | NA | NA | … | … | 21.50 | 2.94 | 4.81 | -11.89 | 12.67 | 0.05 | 3.76 | 17.35 | -14.31 | 2.85 | -10.45 | 4.90 | 18.29 |
| Sharpe Ratio | NA | 2.70 | 0.17 | 0.10 | 0.04 | NA | NA | … | … | 3.92 | 0.01 | 0.09 | -1.14 | 0.60 | 0.00 | 0.24 | 1.26 | -1.08 | 0.15 | -0.84 | 0.40 | 3.79 |
| Standard Deviation(%) | NA | 12.00 | 12.19 | 14.60 | 14.17 | NA | NA | … | … | 12.90 | 10.60 | 13.65 | 13.78 | 18.84 | 14.51 | 14.74 | 12.60 | 14.65 | 14.85 | 12.74 | 12.18 | 10.45 |
| Draw Down(%) | NA | 4.90 | 20.90 | 33.80 | 33.80 | NA | NA | … | … | 4.90 | 11.67 | 17.71 | 17.09 | 22.56 | 10.03 | 17.24 | 9.22 | 20.00 | 10.34 | 18.13 | 10.46 | 5.20 |
| Yield(%) | 0.00 | 2.32 | 2.73 | 2.98 | 1.61 | 1.59 | 1.19 | … | … | 0.00 | 2.12 | 5.48 | 1.46 | 4.66 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 | 1.22 | 0.42 | 4.19 |
Data as of 06/17/2026, 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 |
|---|---|---|---|---|
| LOTCX (LOCORR MARKET TREND FUND CLASS C) |
-10.31%
Jun 2022 – Jun 2025 |
-3.89%
Mar 2015 – Mar 2020 |
-1.46%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTCX (LOCORR MARKET TREND FUND CLASS C) |
14.10%
May 2019 – May 2022 |
9.01%
Oct 2017 – Oct 2022 |
2.86%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart