Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSPAX (LOCORR SPECTRUM INCOME FUND CLASS A) | 5.80% | 12.07% | 10.06% | 2.43% | 4.41% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSPAX (LOCORR SPECTRUM INCOME FUND CLASS A) | 01/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 12.07 | 10.06 | 2.43 | 4.41 | NA | NA | … | … | 5.80 | 9.56 | 7.47 | 3.32 | -11.25 | 21.39 | -2.68 | 18.43 | -8.21 | 3.52 | 6.65 | -7.35 | -6.09 |
| Sharpe Ratio | NA | 1.31 | 0.64 | 0.02 | 0.20 | NA | NA | … | … | 1.60 | 0.48 | 0.38 | -0.03 | -0.95 | 1.74 | -0.08 | 2.20 | -0.76 | 0.37 | 0.49 | -0.63 | -0.70 |
| Standard Deviation(%) | NA | 8.59 | 11.76 | 11.94 | 15.55 | NA | NA | … | … | 9.34 | 14.01 | 10.13 | 11.20 | 13.45 | 12.24 | 35.66 | 7.71 | 12.72 | 7.83 | 13.27 | 11.69 | 8.80 |
| Draw Down(%) | NA | 6.15 | 12.87 | 21.24 | 43.74 | NA | NA | … | … | 6.15 | 12.87 | 6.53 | 10.48 | 18.07 | 6.94 | 43.74 | 4.18 | 20.61 | 5.99 | 12.29 | 19.28 | 14.97 |
| Yield(%) | 0.00 | 8.70 | 8.72 | 6.37 | 6.30 | 4.20 | 3.15 | … | … | 3.56 | 8.60 | 8.67 | 8.18 | 6.68 | 7.63 | 6.76 | 7.94 | 7.67 | 7.36 | 7.38 | 6.32 | 5.24 |
Data as of 06/08/2026, Common starting date is 01/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSPAX (LOCORR SPECTRUM INCOME FUND CLASS A) |
-10.93%
Mar 2017 – Mar 2020 |
-7.64%
Mar 2015 – Mar 2020 |
1.08%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSPAX (LOCORR SPECTRUM INCOME FUND CLASS A) |
17.16%
Mar 2020 – Mar 2023 |
13.68%
Mar 2020 – Mar 2025 |
5.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart