LFMAX
LoCorr Macro Strategies-A
$8.06
0.00 (0.00%)
Currency in USD / Last Updated: 4/23/2024
| Category | Trend Following |
|---|---|
| Market Cap | 1623.937M |
| 52 Week High | 8.13 |
| 52 Week Low | 7.37 |
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Key Data
| Symbol | LFMAX |
|---|---|
| Type | Mutual Fund |
| Category | Trend Following |
| Price | 8.06 |
| Price Yesterday | 8.06 |
| Market Cap | 1,623.94 |
| YTD Return | 9.07% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0216 |
Overview
| 52 Week High | 8.13 |
|---|---|
| 52 Week Low | 7.37 |
| Market Cap | 1,623.94M |
| Shares Outstanding | 201.48M |
| Income Dividend Yield | 2.71% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.71% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -35.35% |
| One Months | 31.17% |
| Three Months | 28.55% |
| Six Months | 4.32% |
| Nine Months | 9.03% |
| One Year | 5.64% |
| Three Years | 3.90% |
| Five Years | 5.94% |
| Ten Years | 5.13% |
| YTD | 32.40% |
| Since Inception | 3.16% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -0.86% |
| One Month | 2.28% |
| Three Months | 6.47% |
| Six Months | 2.12% |
| Nine Months | 6.73% |
| One Year | 5.64% |
| Three Years | 12.10% |
| Five Years | 33.38% |
| Ten Years | 64.73% |
| YTD | 9.07% |
| Since Inception | 48.93% |
Yearly Returns
| 2024 | 9.07% |
|---|---|
| 2023 | -6.72% |
| 2022 | 15.01% |
| 2021 | -0.16% |
| 2020 | 5.41% |
| 2019 | 12.52% |
| 2018 | -5.35% |
| 2017 | 2.66% |
| 2016 | 6.51% |
| 2015 | 3.27% |
Risk against SP-DA
| Alpha | 4.49% |
|---|---|
| Beta | -0.22 |
| Correlation | -35.98% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 12.95% |
| Standard Deviation | 2.10% |
| Sharpe Ratio | -2.61 |
| Sortino | -8.69 |
| Treynor | -1.19 |
| Ulcer Index | 3.88 |
| Ulcer Performance Index | -4.89 |