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LoCorr Dynamic Equity Fund Class A (LEQAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.83-0.02 (-0.16%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.27%
5-Year Average Return2.48%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)25.10%
Worst 1 Yr Total Return (Feb 3, 2019)-14.37%
Best 3-Yr Total Return25.10%
Worst 3-Yr Total Return0.38%

Trailing Returns (%) Vs. Benchmarks

ReturnLEQAXCategory
YTD10.59%9.42%
1-Month-2.65%1.05%
3-Month-2.80%7.35%
1-Year13.72%23.69%
3-Year6.67%7.30%
5-Year5.43%6.89%
10-Year0.00%4.75%
Last Bull Market0.00%11.80%
Last Bear Market0.00%-12.04%

Annual Total Return (%) History

Year
LEQAXCategory
2021
N/AN/A
2020
3.75%7.89%
2019
13.40%11.90%
2018
-12.87%-6.29%
2017
2.38%11.18%
2016
25.10%2.34%
2015
-1.53%-2.02%
2014
-14.37%2.92%
2013
N/A14.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.43%N/AN/AN/A
2020-24.02%13.75%3.20%16.32%
20198.07%5.04%-0.44%0.34%
2018-2.79%-1.65%2.74%-11.30%
2017-2.16%1.61%1.75%1.20%
20161.04%4.52%11.98%5.79%
20153.06%4.46%-13.19%5.36%
2014-9.49%3.85%-8.80%-0.10%
20134.29%12.33%N/AN/A

Rank In Category (By Total Return)

YTD30
1-Month72
3-Month57
1-Year13
3-Year55
5-Year55

Load Adjusted Returns

1-Year26.58%
3-Year4.18%
5-Year5.56%
10-YearN/A
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