Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEQCX (LOCORR DYNAMIC EQUITY FUND CLASS C) | 5.04% | 10.19% | 6.56% | 1.90% | 3.84% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEQCX (LOCORR DYNAMIC EQUITY FUND CLASS C) | 05/13/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 10.19 | 6.56 | 1.90 | 3.84 | NA | NA | … | … | 5.04 | 1.83 | 9.41 | 3.40 | -9.80 | 13.47 | 2.92 | 12.54 | -13.45 | 1.68 | 24.02 | -2.28 | -14.97 | 14.20 |
| Sharpe Ratio | NA | 1.02 | 0.39 | -0.05 | 0.20 | NA | NA | … | … | 1.16 | -0.11 | 0.59 | -0.03 | -0.90 | 1.32 | 0.11 | 1.36 | -1.25 | 0.13 | 1.64 | -0.15 | -1.09 | 2.21 |
| Standard Deviation(%) | NA | 9.12 | 9.64 | 9.97 | 12.27 | NA | NA | … | … | 9.67 | 9.90 | 9.74 | 8.11 | 12.46 | 10.16 | 24.13 | 8.17 | 11.90 | 7.64 | 14.48 | 15.12 | 13.72 | 10.44 |
| Draw Down(%) | NA | 4.70 | 13.06 | 19.49 | 33.95 | NA | NA | … | … | 4.70 | 11.96 | 4.19 | 12.88 | 15.29 | 5.54 | 31.06 | 4.88 | 19.08 | 5.36 | 12.28 | 16.65 | 19.53 | 5.50 |
| Yield(%) | 0.00 | 18.70 | 7.03 | 5.05 | 4.01 | 2.74 | 2.05 | … | … | 0.00 | 18.19 | 0.30 | 0.40 | 1.31 | 7.23 | 0.00 | 0.40 | 3.39 | 4.49 | 0.00 | 0.00 | 0.36 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEQCX (LOCORR DYNAMIC EQUITY FUND CLASS C) |
-8.40%
Mar 2017 – Mar 2020 |
-2.41%
Mar 2015 – Mar 2020 |
0.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEQCX (LOCORR DYNAMIC EQUITY FUND CLASS C) |
11.16%
Mar 2020 – Mar 2023 |
8.20%
Mar 2020 – Mar 2025 |
5.00%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart