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LCSAX: LOCORR LONG/SHORT COMMODITIES STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info 8.73 0(0.0%) June 05
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 02/29/2012 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 2.04% |
| Expenses | 2.18% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 2.3 | 2.4 | -2.1 | 0.8 | 2.6 | 3.2 | 0.9 | -8.4 | -3.4 | 5.9 | 14.5 | 9.6 | -6.2 | 14.8 | 5.9 | -3.0 | 22.3 | 22.1 | -8.4 | -15.1 |
| Sharpe Ratio | NA | 0.42 | -0.04 | -0.93 | -0.31 | 0.13 | 0.27 | -0.32 | -2.26 | -1.8 | 0.79 | 2.86 | 1.13 | -1.3 | 1.6 | 0.6 | -0.42 | 2.0 | 2.65 | -1.21 | -2.22 |
| Draw Down(%) | NA | 4.0 | 4.0 | 11.7 | 13.7 | 13.7 | 25.4 | 4.4 | 11.7 | 5.6 | 4.3 | 3.2 | 9.0 | 9.5 | 5.2 | 7.6 | 10.1 | 8.7 | 6.2 | 10.4 | 16.3 |
| Standard Deviation(%) | NA | 7.2 | 6.3 | 5.7 | 5.5 | 6.7 | 7.4 | 6.3 | 5.3 | 3.9 | 5.7 | 5.1 | 8.3 | 5.9 | 8.4 | 8.7 | 7.6 | 11.1 | 8.3 | 6.9 | 8.1 |
| Treynor Ratio | NA | 1.26 | -0.12 | -1.15 | -0.46 | -0.83 | -0.6 | -0.47 | -1.61 | -2.7 | 1.46 | 4.81 | -1.35 | 0.71 | 3.96 | -6.6 | 0.24 | -1.36 | 22.6 | 1.21 | 0.91 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | -0.05 | -0.03 | 0.02 | 0.05 | 0.04 | -0.02 | 0.05 | 0.02 | -0.01 | 0.08 | 0.08 | -0.03 | -0.07 |
| Beta | NA | 0.02 | 0.02 | 0.05 | 0.04 | -0.01 | -0.03 | 0.04 | 0.08 | 0.03 | 0.03 | 0.03 | -0.07 | -0.11 | 0.03 | -0.01 | -0.14 | -0.16 | 0.01 | -0.07 | -0.2 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | 0.01 | 0.02 | 0.01 | 0.08 | 0.05 | 0.0 | 0.0 | 0.06 | 0.05 | 0.0 | 0.01 | 0.11 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 2.0 | 1.7 | 1.6 | 10.3 | 7.4 | 2.8 | 0.2 | 12.7 | 0.0 | 2.7 | 8.2 | 11.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 6.0 | 4.4 | -85.4 | 47.2 | 186.1 | 1077.3 | -98.2 | 60975.0 | -99.3 | -62.2 | -15.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2012
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