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LoCorr Macro Strategies I (LFMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.19-0.02 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.62%
5-year average return5.43%
Number of years up8
Number of years down4
Best 1-yr total return (20 Jun 2024)15.56%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return15.56%
Worst 3-yr total return1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLFMIXCategory
YTD10.08%6.19%
1-month-0.95%-1.44%
3-month4.40%2.66%
1-year6.95%11.75%
3-year3.98%3.74%
5-year6.49%0.99%
10-year5.02%0.36%
Last bull market0.35%-2.26%
Last bear market8.01%-6.61%

Annual total return (%) history

Year
LFMIXCategory
2024
N/AN/A
2023
-6.58%N/A
2022
15.40%N/A
2021
0.08%N/A
2020
5.70%2.83%
2019
12.72%4.67%
2018
-5.08%-5.78%
2017
2.96%3.05%
2016
6.69%-2.75%
2015
3.72%-0.94%
2014
15.56%9.07%
2013
-5.28%-0.95%
2012
-5.75%-7.39%
2011
N/A-6.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.16%N/AN/AN/A
2023-4.21%1.38%3.71%-7.25%
20227.13%8.01%3.66%-3.79%
20212.65%1.91%-3.64%-0.72%
2020-1.61%1.75%2.64%2.86%
20192.60%4.47%4.39%0.74%
2018-5.02%0.00%2.40%-2.41%
20171.33%-3.94%1.14%4.58%
20166.84%4.45%-1.25%-3.20%
20155.72%-6.95%4.15%1.24%
20141.80%8.13%1.96%2.97%
20133.63%-9.97%-1.34%2.90%
2012-5.88%0.34%0.57%-0.77%
2011-4.50%0.31%-2.40%N/A

Rank in category (by total return)

YTD36
1-month60
3-month41
1-year38
3-year75
5-year60

Load adjusted returns

1-year6.95%
3-year3.98%
5-year6.49%
10-year5.02%