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LoCorr Market Trend A (LOTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.45-0.09 (-0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.99%
5-year average return9.15%
Number of years up6
Number of years down3
Best 1-yr total return (30 Apr 2024)29.59%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return29.59%
Worst 3-yr total return-6.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOTAXCategory
YTD16.71%6.19%
1-month4.61%-1.44%
3-month16.71%2.66%
1-year10.44%11.75%
3-year9.25%3.74%
5-year9.94%0.99%
10-year0.00%0.36%
Last bull market14.31%-2.26%
Last bear market10.32%-6.61%

Annual total return (%) history

Year
LOTAXCategory
2024
N/AN/A
2023
-11.18%N/A
2022
29.59%N/A
2021
0.87%N/A
2020
4.47%2.83%
2019
18.33%4.67%
2018
-13.69%-5.78%
2017
3.57%3.05%
2016
-9.71%-2.75%
2015
5.68%-0.94%
2014
N/A9.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.71%N/AN/AN/A
2023-6.14%6.79%3.50%-14.38%
202221.38%10.32%1.51%-4.66%
20213.93%1.65%-2.35%-2.23%
2020-6.79%-0.10%3.26%8.64%
20194.31%7.25%6.85%-1.01%
2018-5.89%-2.41%5.43%-10.86%
2017-0.75%-2.65%-1.65%8.99%
2016-0.83%3.61%-3.81%-8.65%
201510.40%-1.74%0.73%-3.28%
20143.90%14.28%N/AN/A

Rank in category (by total return)

YTD10
1-month7
3-month10
1-year42
3-year29
5-year20

Load adjusted returns

1-year4.09%
3-year7.11%
5-year8.64%
10-yearN/A