Locorr Longshort Financial Statements From 2010 to 2025

LCSIX Fund  USD 8.77  0.03  0.34%   
Locorr Longshort's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Locorr Longshort's valuation are provided below:
Locorr Longshort Modities does not presently have any fundamental ratios for analysis.
Check Locorr Longshort financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Locorr Longshort's main balance sheet or income statement drivers, such as , as well as many indicators such as . Locorr financial statements analysis is a perfect complement when working with Locorr Longshort Valuation or Volatility modules.
  
This module can also supplement various Locorr Longshort Technical models . Check out the analysis of Locorr Longshort Correlation against competitors.

Locorr Longshort Modities Mutual Fund Year To Date Return Analysis

Locorr Longshort's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Locorr Longshort Year To Date Return

    
  2.98 %  
Most of Locorr Longshort's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Locorr Longshort Modities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Locorr Longshort Modities has a Year To Date Return of 2.9817%. This is much higher than that of the LoCorr Funds family and significantly higher than that of the Systematic Trend category. The year to date return for all United States funds is notably lower than that of the firm.

Locorr Longshort Modities Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Locorr Longshort's current stock value. Our valuation model uses many indicators to compare Locorr Longshort value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Locorr Longshort competition to find correlations between indicators driving Locorr Longshort's intrinsic value. More Info.
Locorr Longshort Modities is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  34.75  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Locorr Longshort's earnings, one of the primary drivers of an investment's value.

About Locorr Longshort Financial Statements

Locorr Longshort investors use historical fundamental indicators, such as Locorr Longshort's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Locorr Longshort. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Commodities Strategy and Fixed Income Strategy. The Commodities strategy is designed to produce capital appreciation by capturing returns related to the commodities markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Locorr Mutual Fund

Locorr Longshort financial ratios help investors to determine whether Locorr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Locorr with respect to the benefits of owning Locorr Longshort security.
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