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LoCorr Spectrum Income A (LSPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.48+0.03 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.81%
5-year average return3.10%
Number of years up5
Number of years down5
Best 1-yr total return (2 May 2024)21.33%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return21.33%
Worst 3-yr total return-2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSPAXCategory
YTD3.28%13.38%
1-month-1.12%1.16%
3-month2.92%6.75%
1-year6.48%40.77%
3-year-1.47%13.59%
5-year2.80%13.52%
10-year1.06%10.48%
Last bull market12.21%21.11%
Last bear market-7.33%-19.34%

Annual total return (%) history

Year
LSPAXCategory
2024
N/AN/A
2023
1.70%N/A
2022
-11.31%N/A
2021
21.33%N/A
2020
-2.75%15.41%
2019
18.37%24.78%
2018
-8.22%-9.27%
2017
3.50%18.41%
2016
6.64%8.45%
2015
-7.36%-1.74%
2014
-5.45%5.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.44%N/AN/AN/A
2023-1.16%-2.22%0.83%4.35%
20222.84%-7.33%-8.12%1.28%
202112.86%8.47%-4.05%3.30%
2020-35.56%17.36%5.72%21.63%
201913.67%0.24%1.11%2.74%
2018-5.69%9.48%4.69%-15.08%
20172.64%0.05%0.31%0.48%
20160.76%3.32%2.60%-0.16%
20156.63%-4.05%-9.92%0.51%
20142.47%4.80%-5.64%-6.69%

Rank in category (by total return)

YTD47
1-month1
3-month63
1-year96
3-year92
5-year96

Load adjusted returns

1-year0.35%
3-year-3.39%
5-year1.59%
10-year0.47%