APPLX vs. LFMIX

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and LoCorr Macro Strategies Fund Class I (LFMIX).

APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. LFMIX is an actively managed fund by LoCorr. It was launched on Mar 24, 2011.

Performance

APPLX vs. LFMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and LoCorr Macro Strategies Fund Class I (LFMIX). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. LFMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%
LFMIX LoCorr Macro Strategies Fund Class I	8.48%	2.89%	6.77%	-6.55%	15.43%	0.07%	4.55%	12.71%	-5.11%	2.99%

Returns By Period

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LFMIX

• 1D: 0.00%
• 1M: 2.55%
• YTD: 8.48%
• 6M: 10.07%
• 1Y: 11.62%
• 3Y*: 5.15%
• 5Y*: 4.62%
• 10Y*: 3.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

APPLX vs. LFMIX - Expense Ratio Comparison

APPLX has a 1.14% expense ratio, which is lower than LFMIX's 1.88% expense ratio.

LFMIX

LoCorr Macro Strategies Fund Class I

APPLX

Appleseed Fund

Return for Risk

APPLX vs. LFMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LFMIX

LFMIX Risk / Return Rank: 92
LFMIX Sharpe Ratio Rank: 93
LFMIX Sortino Ratio Rank: 94
LFMIX Omega Ratio Rank: 88
LFMIX Calmar Ratio Rank: 96
LFMIX Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APPLX vs. LFMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and LoCorr Macro Strategies Fund Class I (LFMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	APPLX	LFMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.05	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.64	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.36	—

Correlation

The correlation between APPLX and LFMIX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

APPLX vs. LFMIX - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than LFMIX's 2.90% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%
LFMIX LoCorr Macro Strategies Fund Class I	2.90%	3.14%	3.21%	3.17%	14.35%	4.95%	4.73%	4.66%	3.12%	5.89%	1.95%	3.08%

Drawdowns

Drawdown Indicators

	APPLX	LFMIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-22.68%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.08%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-12.26%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-12.26%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-6.84%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.16%	—

Volatility

Volatility by Period

	APPLX	LFMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.87%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.50%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	5.78%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	7.25%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	7.64%	—