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LoCorr Market Trend I (LOTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.81-0.16 (-1.23%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.56%
5-year average return9.56%
Number of years up6
Number of years down3
Best 1-yr total return (29 Apr 2024)29.94%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return29.94%
Worst 3-yr total return-6.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOTIXCategory
YTD16.82%6.19%
1-month4.67%-1.44%
3-month16.82%2.66%
1-year10.66%11.75%
3-year9.52%3.74%
5-year10.20%0.99%
10-year0.00%0.36%
Last bull market14.62%-2.26%
Last bear market10.35%-6.61%

Annual total return (%) history

Year
LOTIXCategory
2024
N/AN/A
2023
-10.98%N/A
2022
29.94%N/A
2021
1.04%N/A
2020
4.81%2.83%
2019
18.53%4.67%
2018
-13.44%-5.78%
2017
3.84%3.05%
2016
-9.49%-2.75%
2015
5.96%-0.94%
2014
N/A9.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.82%N/AN/AN/A
2023-6.03%6.75%3.64%-14.38%
202221.48%10.35%1.56%-4.57%
20213.92%1.72%-2.26%-2.21%
2020-6.77%0.00%3.34%8.78%
20194.37%7.19%6.98%-0.97%
2018-5.77%-2.39%5.49%-10.78%
2017-0.66%-2.54%-1.74%9.15%
2016-0.75%3.69%-3.72%-8.66%
201510.48%-1.66%0.80%-3.25%
20144.00%14.31%N/AN/A

Rank in category (by total return)

YTD8
1-month6
3-month8
1-year39
3-year26
5-year19

Load adjusted returns

1-year10.66%
3-year9.52%
5-year10.20%
10-yearN/A