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LFMAX: LOCORR MACRO STRATEGIES FUND CLASS A (MUTUAL FUND)
Basic Info 8.33 0(0.0%) June 05
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 06/20/2011 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 2.99% |
| Expenses | 1.91% |
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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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 9.5 | 14.4 | 4.9 | 1.6 | 2.7 | 2.5 | 2.6 | 6.5 | -6.8 | 2.9 | -0.2 | 4.3 | 12.5 | -5.4 | 2.7 | 6.5 | 3.3 | 15.4 | -5.5 | -6.0 | -1.9 |
| Sharpe Ratio | NA | 3.32 | 2.1 | 0.24 | -0.09 | 0.11 | 0.15 | -0.06 | 0.42 | -1.31 | 0.09 | -0.03 | 0.5 | 1.68 | -0.71 | 0.26 | 0.71 | 0.29 | 1.79 | -0.48 | -0.64 | -0.35 |
| Draw Down(%) | NA | 1.4 | 2.5 | 8.9 | 21.8 | 21.8 | 21.8 | 5.4 | 7.0 | 8.8 | 17.9 | 6.7 | 9.3 | 4.4 | 10.9 | 6.8 | 8.2 | 9.4 | 3.5 | 15.5 | 8.1 | 7.2 |
| Standard Deviation(%) | NA | 6.3 | 5.6 | 6.6 | 9.8 | 9.0 | 9.4 | 5.4 | 6.9 | 8.1 | 17.2 | 7.2 | 7.9 | 6.6 | 9.6 | 7.7 | 8.8 | 11.0 | 8.6 | 11.5 | 9.5 | 10.0 |
| Treynor Ratio | NA | -6.03 | 1.64 | 0.37 | 0.4 | 0.19 | 0.45 | -0.07 | 0.16 | 3.15 | -0.09 | -0.01 | 0.43 | 5.32 | -0.46 | 0.04 | -0.71 | 1.11 | 1.1 | -0.16 | 0.37 | 0.28 |
| Alpha | NA | 0.08 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.04 | 0.0 | -0.03 | 0.01 | 0.04 | -0.02 | -0.03 | 0.03 | 0.01 | 0.05 | -0.06 | -0.01 | -0.01 |
| Beta | NA | -0.03 | 0.07 | 0.04 | -0.02 | 0.05 | 0.03 | 0.05 | 0.18 | -0.03 | -0.16 | 0.27 | 0.09 | 0.02 | 0.15 | 0.5 | -0.09 | 0.03 | 0.14 | 0.35 | -0.17 | -0.13 |
| RSquared | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.11 | 0.0 | 0.05 | 0.24 | 0.16 | 0.0 | 0.07 | 0.19 | 0.02 | 0.0 | 0.03 | 0.12 | 0.05 | 0.14 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 2.9 | 3.0 | 2.7 | 2.9 | 4.6 | 4.5 | 4.8 | 2.6 | 5.8 | 2.1 | 2.9 | 12.9 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 0.9 | 1.4 | -6.8 | -39.6 | 0.0 | 1.6 | 70.4 | -56.5 | 193.8 | -28.2 | -76.7 | 20900.0 | 150.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2011
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