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LOTAX

LoCorr Market Trend-A

$12.68 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Trend Following
Market Cap 417.393M
52 Week High 12.827
52 Week Low 10.87
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Key Data
Symbol LOTAX
Type Mutual Fund
Category Trend Following
Price 12.68
Price Yesterday 12.68
Market Cap 417.39
YTD Return 16.44%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0575
Initial Purchase Amount 2500
Redeption Fee 0
Prospectus 0.0203
Overview
52 Week High 12.83
52 Week Low 10.87
Market Cap 417.39M
Shares Outstanding 32.92M
Income Dividend Yield 2.12%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.12%
Returns Annualized
One Day 0.00%
Five Days 43.24%
One Months 71.35%
Three Months 87.63%
Six Months -0.64%
Nine Months 4.30%
One Year 10.32%
Three Years 9.21%
Five Years 9.91%
Ten Years -999
YTD 87.63%
Since Inception 5.63%
Returns Total
One Day 0.00%
Five Days 0.71%
One Month 4.36%
Three Months 16.44%
Six Months -0.31%
Nine Months 3.17%
One Year 10.18%
Three Years 30.08%
Five Years 60.22%
Ten Years -999
YTD 16.44%
Since Inception 70.27%
Yearly Returns
2024 16.44%
2023 -11.17%
2022 29.58%
2021 0.87%
2020 4.47%
2019 18.32%
2018 -13.68%
2017 3.57%
2016 -9.71%
2015 5.68%
Risk against SP-DA
Alpha 8.86%
Beta -0.12
Correlation -13.15%
Downside Deviation 5.22%
Coefficient of determination 1.73%
Standard Deviation 2.96%
Sharpe Ratio -2.32
Sortino -4.54
Treynor -47.4
Ulcer Index 6.26
Ulcer Performance Index -3.79

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