Here you can find all mutual funds issued by LoCorr Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: LoCorr Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
LoCorr Long/Short Commodity Strategies Fund | Systematic Trend | Dec 29, 2011 | 1.75% | 2.05% | 7.27% | 1.84% | ||||||||
LoCorr Dynamic Equity Fund | Long-Short | May 9, 2013 | 1.99% | -0.83% | 3.54% | 1.48% | ||||||||
LoCorr Macro Strategies Fund | Systematic Trend | Mar 21, 2011 | 2.13% | 11.65% | 5.01% | 2.65% | ||||||||
LoCorr Market Trend Fund | Systematic Trend | Jun 29, 2014 | 1.75% | 20.07% | — | 2.27% | ||||||||
LoCorr Spectrum Income Fund | Diversified Portfolio | Dec 30, 2013 | 1.73% | 7.81% | 1.45% | 8.56% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years