LoCorr Funds

Statistics as of May 01, 2025

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Found total of 8 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return ▼3yr Return1yr ReturnTotal Assets6M Money Flow
Systematic Trend
Expense Ratio
1.75%
TTM Yield
2.7%
3yr Sharpe
-1.76
YTD Return
1.3%
3yr Return
-10.0%
1yr Return
-7.3%
Total Assets
$484M
6M Money Flow
-$172M
Aggressive Allocation
Expense Ratio
1.80%
TTM Yield
7.5%
3yr Sharpe
-0.40
YTD Return
0.5%
3yr Return
-0.3%
1yr Return
5.8%
Total Assets
$70M
6M Money Flow
-$330K
Macro Trading
Expense Ratio
1.83%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
-
Total Assets
$210M
6M Money Flow
$114M
Systematic Trend
Expense Ratio
1.88%
TTM Yield
3.1%
3yr Sharpe
-0.53
YTD Return
-1.5%
3yr Return
0.2%
1yr Return
-4.8%
Total Assets
$2B
6M Money Flow
-$8M
Long-Short Equity
Expense Ratio
2.15%
TTM Yield
1.0%
3yr Sharpe
-0.22
YTD Return
-6.4%
3yr Return
7.0%
1yr Return
4.8%
Total Assets
$44M
6M Money Flow
-$5M
Systematic Trend
Expense Ratio
1.77%
TTM Yield
6.2%
3yr Sharpe
-0.59
YTD Return
-7.8%
3yr Return
-13.1%
1yr Return
-16.7%
Total Assets
$330M
6M Money Flow
-$30M
Multistrategy
Expense Ratio
1.84%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.1%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
-
Multistrategy
Expense Ratio
1.59%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.1%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
-