LCSIX vs. LSPIX
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and LoCorr Spectrum Income Fund (LSPIX).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. LSPIX is managed by LoCorr Funds. It was launched on Dec 30, 2013.
Performance
LCSIX vs. LSPIX - Performance Comparison
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LCSIX vs. LSPIX - 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% |
LSPIX LoCorr Spectrum Income Fund | 3.09% | 9.86% | 9.14% | 2.04% | -8.59% | 21.49% | -2.64% | 18.75% | -7.91% | 3.86% |
Returns By Period
In the year-to-date period, LCSIX achieves a 2.78% return, which is significantly lower than LSPIX's 3.09% return. Over the past 10 years, LCSIX has underperformed LSPIX with an annualized return of 2.75%, while LSPIX has yielded a comparatively higher 5.12% 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%
LSPIX
- 1D
- 0.00%
- 1M
- -4.86%
- YTD
- 3.09%
- 6M
- 5.61%
- 1Y
- 7.63%
- 3Y*
- 8.44%
- 5Y*
- 4.40%
- 10Y*
- 5.12%
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LCSIX vs. LSPIX - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is higher than LSPIX's 1.73% expense ratio.
Return for Risk
LCSIX vs. LSPIX — Risk / Return Rank
LCSIX
LSPIX
LCSIX vs. LSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) and LoCorr Spectrum Income Fund (LSPIX). 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 | LSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.59 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.25 | 0.85 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.14 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.58 | -0.34 |
Martin ratioReturn relative to average drawdown | 0.49 | 2.60 | -2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSIX | LSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.59 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.37 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.34 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.21 | +0.25 |
Correlation
The correlation between LCSIX and LSPIX is -0.00. 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. LSPIX - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, less than LSPIX's 8.03% 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% |
LSPIX LoCorr Spectrum Income Fund | 8.03% | 8.91% | 8.96% | 8.96% | 11.00% | 6.91% | 7.83% | 7.56% | 9.60% | 8.13% | 7.80% | 7.71% |
Drawdowns
LCSIX vs. LSPIX - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum LSPIX drawdown of -43.64%. Use the drawdown chart below to compare losses from any high point for LCSIX and LSPIX.
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Drawdown Indicators
| LCSIX | LSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -43.64% | +18.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -12.77% | +8.46% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -18.93% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -43.64% | +29.93% |
Current DrawdownCurrent decline from peak | -8.74% | -5.68% | -3.06% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -8.56% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.86% | -0.71% |
Volatility
LCSIX vs. LSPIX - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while LoCorr Spectrum Income Fund (LSPIX) has a volatility of 3.08%. This indicates that LCSIX experiences smaller price fluctuations and is considered to be less risky than LSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSIX | LSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.08% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 6.75% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 13.77% | -6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 11.95% | -6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 15.27% | -8.56% |