LoCorr Funds
Statistics as of Apr 02, 2025
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Found total of 7 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 1.80% | TTM Yield 6.9% | 3yr Sharpe -0.36 | YTD Return 6.0% | 3yr Return 1.2% | 1yr Return 10.8% | Total Assets $75M | 6M Money Flow $2M | |
Expense Ratio 2.05% Expense Ratio 2.80% | ||||||||
Expense Ratio 2.15% | TTM Yield 1.0% | 3yr Sharpe -0.34 | YTD Return -5.2% | 3yr Return 3.2% | 1yr Return 4.9% | Total Assets $45M | 6M Money Flow -$5M | |
Expense Ratio 2.40% Expense Ratio 3.15% | ||||||||
Expense Ratio 1.88% | TTM Yield 3.0% | 3yr Sharpe -0.23 | YTD Return -0.1% | 3yr Return 7.0% | 1yr Return -1.2% | Total Assets $2B | 6M Money Flow -$9M | |
Expense Ratio 2.13% Expense Ratio 2.88% | ||||||||
Expense Ratio 1.75% | TTM Yield 2.6% | 3yr Sharpe -1.56 | YTD Return 3.7% | 3yr Return -7.2% | 1yr Return -6.6% | Total Assets $520M | 6M Money Flow -$193M | |
Expense Ratio 2.00% Expense Ratio 2.75% | ||||||||
Expense Ratio 1.77% | TTM Yield 5.9% | 3yr Sharpe -0.32 | YTD Return -2.5% | 3yr Return -1.5% | 1yr Return -12.2% | Total Assets $355M | 6M Money Flow -$27M | |
Expense Ratio 2.02% Expense Ratio 2.77% | ||||||||
Expense Ratio 1.59% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -5.4% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow - | |
Expense Ratio 1.84% | ||||||||
Expense Ratio 1.83% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.2% | 3yr Return - | 1yr Return - | Total Assets $216M | 6M Money Flow $159M | |
Expense Ratio 2.08% | ||||||||