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LoCorr Dynamic Equity I (LEQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.720.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.34%
5-year average return2.57%
Number of years up6
Number of years down4
Best 1-yr total return (17 Jun 2024)25.33%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return25.33%
Worst 3-yr total return0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLEQIXCategory
YTD0.43%9.18%
1-month1.37%-0.20%
3-month0.43%3.85%
1-year4.88%22.90%
3-year-1.59%7.45%
5-year3.38%7.00%
10-year3.27%4.81%
Last bull market14.75%11.80%
Last bear market-9.53%-12.04%

Annual total return (%) history

Year
LEQIXCategory
2024
N/AN/A
2023
3.44%N/A
2022
-8.80%N/A
2021
14.58%N/A
2020
4.03%7.89%
2019
13.68%11.90%
2018
-12.55%-6.29%
2017
2.60%11.18%
2016
25.33%2.34%
2015
-1.22%-2.02%
2014
-14.18%2.92%
2013
N/A14.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.62%N/AN/AN/A
2023-0.87%1.75%-4.81%7.73%
2022-3.43%-9.53%0.98%3.37%
20218.42%3.26%-1.50%3.90%
2020-24.01%13.96%3.14%16.49%
20198.14%5.05%-0.44%0.51%
2018-2.68%-1.55%2.71%-11.14%
2017-2.05%1.59%1.90%1.19%
20161.03%4.59%12.09%5.83%
20153.05%4.54%-13.03%5.43%
2014-9.48%3.94%-8.78%-0.00%
20134.39%12.41%N/AN/A

Rank in category (by total return)

YTD94
1-month78
3-month83
1-year92
3-year83
5-year88

Load adjusted returns

1-year4.88%
3-year-1.59%
5-year3.38%
10-year3.27%