LoCorr Funds
Statistics as of Apr 04, 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 7.6% | 3yr Sharpe -0.36 | YTD Return -3.9% | 3yr Return -8.1% | 1yr Return 0.5% | Total Assets $68M | 6M Money Flow $2M | |
Expense Ratio 2.05% Expense Ratio 2.80% | ||||||||
Expense Ratio 1.77% | TTM Yield 6.1% | 3yr Sharpe -0.32 | YTD Return -6.2% | 3yr Return -5.7% | 1yr Return -15.5% | Total Assets $341M | 6M Money Flow -$27M | |
Expense Ratio 2.02% Expense Ratio 2.77% | ||||||||
Expense Ratio 1.88% | TTM Yield 3.1% | 3yr Sharpe -0.23 | YTD Return -2.3% | 3yr Return 4.2% | 1yr Return -3.3% | Total Assets $2B | 6M Money Flow -$9M | |
Expense Ratio 2.13% Expense Ratio 2.88% | ||||||||
Expense Ratio 1.75% | TTM Yield 2.7% | 3yr Sharpe -1.56 | YTD Return 0.5% | 3yr Return -10.3% | 1yr Return -9.9% | Total Assets $504M | 6M Money Flow -$193M | |
Expense Ratio 2.00% Expense Ratio 2.75% | ||||||||
Expense Ratio 2.15% | TTM Yield 1.1% | 3yr Sharpe -0.34 | YTD Return -9.3% | 3yr Return -1.1% | 1yr Return 0.4% | Total Assets $44M | 6M Money Flow -$5M | |
Expense Ratio 2.40% Expense Ratio 3.15% | ||||||||
Expense Ratio 1.83% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.6% | 3yr Return - | 1yr Return - | Total Assets $210M | 6M Money Flow $159M | |
Expense Ratio 2.08% | ||||||||
Expense Ratio 1.59% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -11.2% | 3yr Return - | 1yr Return - | Total Assets $27M | 6M Money Flow - | |
Expense Ratio 1.84% | ||||||||