LFMIX vs. IPIRX
Compare and contrast key facts about LoCorr Macro Strategies Fund Class I (LFMIX) and Voya Global Perspectives Portfolio (IPIRX).
LFMIX is an actively managed fund by LoCorr. It was launched on Mar 24, 2011. IPIRX is managed by Voya. It was launched on Apr 30, 2013.
Performance
LFMIX vs. IPIRX - Performance Comparison
Loading graphics...
LFMIX vs. IPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IPIRX Voya Global Perspectives Portfolio | -3.05% | 14.21% | 7.31% | 10.65% | -17.52% | 6.06% | 16.10% | 18.35% | -9.87% | 15.00% |
Returns By Period
In the year-to-date period, LFMIX achieves a 8.48% return, which is significantly higher than IPIRX's -3.05% return. Over the past 10 years, LFMIX has underperformed IPIRX with an annualized return of 3.98%, while IPIRX has yielded a comparatively higher 5.44% annualized return.
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%
IPIRX
- 1D
- -1.07%
- 1M
- -7.88%
- YTD
- -3.05%
- 6M
- -1.28%
- 1Y
- 10.48%
- 3Y*
- 7.95%
- 5Y*
- 2.82%
- 10Y*
- 5.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LFMIX vs. IPIRX - Expense Ratio Comparison
LFMIX has a 1.88% expense ratio, which is higher than IPIRX's 0.20% expense ratio.
Return for Risk
LFMIX vs. IPIRX — Risk / Return Rank
LFMIX
IPIRX
LFMIX vs. IPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Macro Strategies Fund Class I (LFMIX) and Voya Global Perspectives Portfolio (IPIRX). 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.
| LFMIX | IPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.02 | +1.03 |
Sortino ratioReturn per unit of downside risk | 2.98 | 1.52 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.21 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.73 | 0.98 | +2.75 |
Martin ratioReturn relative to average drawdown | 9.91 | 4.41 | +5.49 |
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
| LFMIX | IPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.02 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.27 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.57 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.52 | -0.17 |
Correlation
The correlation between LFMIX and IPIRX is 0.11, 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
LFMIX vs. IPIRX - Dividend Comparison
LFMIX's dividend yield for the trailing twelve months is around 2.90%, less than IPIRX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IPIRX Voya Global Perspectives Portfolio | 5.82% | 5.64% | 3.25% | 14.65% | 13.55% | 6.34% | 6.25% | 7.80% | 1.30% | 2.78% | 2.78% | 7.16% |
Drawdowns
LFMIX vs. IPIRX - Drawdown Comparison
The maximum LFMIX drawdown since its inception was -22.68%, smaller than the maximum IPIRX drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for LFMIX and IPIRX.
Loading graphics...
Drawdown Indicators
| LFMIX | IPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.68% | -24.97% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -7.88% | +4.80% |
Max Drawdown (5Y)Largest decline over 5 years | -12.26% | -24.97% | +12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -12.26% | -24.97% | +12.71% |
Current DrawdownCurrent decline from peak | 0.00% | -7.88% | +7.88% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -4.89% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 1.99% | -0.83% |
Volatility
LFMIX vs. IPIRX - Volatility Comparison
The current volatility for LoCorr Macro Strategies Fund Class I (LFMIX) is 1.87%, while Voya Global Perspectives Portfolio (IPIRX) has a volatility of 3.44%. This indicates that LFMIX experiences smaller price fluctuations and is considered to be less risky than IPIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LFMIX | IPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 3.44% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 4.50% | 6.50% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 11.05% | -5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.25% | 10.73% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.64% | 9.69% | -2.05% |