LoCorr Funds
Statistics as of May 27, 2025
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Found total of 9 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 7.4% | 3yr Sharpe -0.40 | YTD Return 2.6% | 3yr Return 0.9% | 1yr Return 5.3% | Total Assets $72M | 6M Money Flow -$330K | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.0% | 3yr Sharpe -0.22 | YTD Return -3.9% | 3yr Return 11.5% | 1yr Return 6.6% | Total Assets $42M | 6M Money Flow -$5M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.1% | 3yr Sharpe -0.53 | YTD Return -1.7% | 3yr Return -0.3% | 1yr Return -5.4% | Total Assets $2B | 6M Money Flow -$8M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.7% | 3yr Sharpe -1.76 | YTD Return 0.2% | 3yr Return -10.2% | 1yr Return -9.4% | Total Assets $471M | 6M Money Flow -$172M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 6.2% | 3yr Sharpe -0.59 | YTD Return -8.3% | 3yr Return -13.2% | 1yr Return -19.0% | Total Assets $289M | 6M Money Flow -$30M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.8% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.7% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.3% | 3yr Return - | 1yr Return - | Total Assets $225M | 6M Money Flow $114M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.1% | 3yr Return - | 1yr Return - | Total Assets $224M | 6M Money Flow $114M | |