Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEQIX (LOCORR DYNAMIC EQUITY FUND CLASS I) | 6.58% | 12.52% | 8.13% | 3.20% | 5.06% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEQIX (LOCORR DYNAMIC EQUITY FUND CLASS I) | 05/13/2013 | 06/09/2026 |
| 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 (%) | 0.17 | 12.52 | 8.13 | 3.20 | 5.06 | NA | NA | … | … | 6.58 | 2.89 | 11.56 | 3.43 | -8.80 | 14.59 | 4.03 | 13.68 | -12.55 | 2.60 | 25.33 | -1.22 | -14.17 | 15.00 |
| Sharpe Ratio | NA | 1.14 | 0.51 | 0.06 | 0.29 | NA | NA | … | … | 1.27 | 0.00 | 0.84 | -0.03 | -0.82 | 1.43 | 0.16 | 1.51 | -1.18 | 0.26 | 1.74 | -0.08 | -1.04 | 2.32 |
| Standard Deviation(%) | NA | 9.14 | 9.54 | 9.92 | 12.24 | NA | NA | … | … | 9.73 | 9.87 | 9.40 | 8.18 | 12.46 | 10.15 | 24.08 | 8.11 | 11.85 | 7.65 | 14.46 | 15.09 | 13.66 | 10.52 |
| Draw Down(%) | NA | 4.55 | 12.68 | 17.79 | 32.51 | NA | NA | … | … | 4.55 | 11.83 | 4.22 | 12.27 | 14.95 | 5.45 | 30.90 | 4.91 | 18.31 | 5.21 | 12.15 | 16.39 | 18.78 | 5.39 |
| Yield(%) | 0.00 | 17.81 | 7.46 | 5.25 | 4.29 | 3.01 | 2.26 | … | … | 0.00 | 17.39 | 1.36 | 1.54 | 1.18 | 6.66 | 0.00 | 0.37 | 3.23 | 4.33 | 0.00 | 0.00 | 0.35 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| LEQIX (LOCORR DYNAMIC EQUITY FUND CLASS I) |
-7.50%
Mar 2017 – Mar 2020 |
-1.42%
Mar 2015 – Mar 2020 |
1.67%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEQIX (LOCORR DYNAMIC EQUITY FUND CLASS I) |
12.36%
Mar 2020 – Mar 2023 |
9.31%
Mar 2020 – Mar 2025 |
6.07%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart