LCSIX vs. LEQIX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and LoCorr Dynamic Equity Fund (LEQIX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. LEQIX is managed by LoCorr Funds. It was launched on May 9, 2013.
Performance
LCSIX vs. LEQIX - Performance Comparison
Loading graphics...
LCSIX vs. LEQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.78% | 1.13% | -8.29% | -3.07% | 6.04% | 14.90% | 9.90% | -5.97% | 15.16% | 6.19% |
LEQIX LoCorr Dynamic Equity Fund | -1.80% | 2.88% | 11.56% | 3.43% | -8.80% | 14.59% | 4.03% | 13.68% | -12.53% | 2.58% |
Returns By Period
In the year-to-date period, LCSIX achieves a 2.78% return, which is significantly higher than LEQIX's -1.80% return. Over the past 10 years, LCSIX has underperformed LEQIX with an annualized return of 2.75%, while LEQIX has yielded a comparatively higher 4.94% annualized return.
LCSIX
- 1D
- 0.57%
- 1M
- 0.91%
- YTD
- 2.78%
- 6M
- 1.28%
- 1Y
- 0.27%
- 3Y*
- -2.12%
- 5Y*
- 2.03%
- 10Y*
- 2.75%
LEQIX
- 1D
- 0.00%
- 1M
- -3.96%
- YTD
- -1.80%
- 6M
- -2.58%
- 1Y
- 6.89%
- 3Y*
- 5.55%
- 5Y*
- 2.36%
- 10Y*
- 4.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCSIX vs. LEQIX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is lower than LEQIX's 1.99% expense ratio.
Return for Risk
LCSIX vs. LEQIX — Risk / Return Rank
LCSIX
LEQIX
LCSIX vs. LEQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and LoCorr Dynamic Equity Fund (LEQIX). 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.
| LCSIX | LEQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.71 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.12 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.13 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.06 | -0.81 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.22 | -2.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCSIX | LEQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.71 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.24 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.41 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.22 | +0.24 |
Correlation
The correlation between LCSIX and LEQIX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LCSIX vs. LEQIX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, less than LEQIX's 20.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.26% | 2.32% | 2.75% | 1.88% | 10.75% | 7.14% | 2.94% | 0.54% | 12.36% | 0.02% | 3.21% | 7.36% |
LEQIX LoCorr Dynamic Equity Fund | 20.64% | 20.27% | 1.22% | 1.50% | 1.31% | 6.09% | 0.00% | 0.33% | 3.86% | 4.40% | 0.00% | 0.00% |
Drawdowns
LCSIX vs. LEQIX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum LEQIX drawdown of -32.49%. Use the drawdown chart below to compare losses from any high point for LCSIX and LEQIX.
Loading graphics...
Drawdown Indicators
| LCSIX | LEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -32.49% | +7.36% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -5.94% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -17.78% | +4.57% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -32.49% | +18.78% |
Current DrawdownCurrent decline from peak | -8.74% | -4.55% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -6.84% | +0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.95% | +0.20% |
Volatility
LCSIX vs. LEQIX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while LoCorr Dynamic Equity Fund (LEQIX) has a volatility of 2.11%. This indicates that LCSIX experiences smaller price fluctuations and is considered to be less risky than LEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LCSIX | LEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 2.11% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 6.17% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 9.87% | -2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 9.90% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 12.20% | -5.49% |