Locorr Hedged Core Fund Manager Performance Evaluation
| LHEAX Fund | 9.96 0.02 0.20% |
The fund has a beta of -0.0445, which means relatively modest fluctuations relative to the market. As returns on the market increase, returns on LoCorr Hedged tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, LoCorr Hedged is likely to outperform the market.
Risk-Adjusted Performance
Balanced
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Locorr Hedged Core rank lower than 13% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, LoCorr Hedged is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
LoCorr |
Relative Risk vs. Return Landscape
If you had invested $ 952.00 in Locorr Hedged Core on December 13, 2025 and sold it today you would have earned a total of $ 44.00 from holding Locorr Hedged Core or generated 4.62% return on investment over 90 days. Locorr Hedged Core is currently producing a 0.0763% return and carries 0.4386% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than LoCorr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
The tendency of LoCorr Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of organized markets for forecasting. However, many studies suggest that some traded funds are consistently mispriced before demand and supply correct the spread. One possible explanation is that these funds carry additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 9.96 | 90 days | 9.96 | roughly 2.28 |
Based on a normal probability distribution, the odds of LoCorr Hedged moving above the current price in 90 days from now are roughly 2.28 (This Locorr Hedged Core probability density function shows the probability of LoCorr Mutual Fund falling within a particular range of prices over 90 days).
LoCorr Hedged Price Density |
| Price |
Predictive Modules for LoCorr Hedged
There are currently many different techniques concerning forecasting the fund market as a whole, as well as predicting future values of individual instruments such as Locorr Hedged Core. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of LoCorr Hedged's price to converge to an average value over time is called mean reversion.
Primary Risk Indicators
The last 10-20 years have been a volatile period for the mutual fund market. LoCorr Hedged is no exception. The market experienced several large corrections towards LoCorr Hedged's value, including sharp drops and substantial rallies. An investor can limit portfolio swings by implementing a hedging strategy designed to reduce downside losses. If you hold Locorr Hedged Core, one way to protect your portfolio is to watch for changing volatility and market elasticity of LoCorr Hedged within the framework of fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | -0.0445 | |
σ | Overall volatility | 0.15 | |
Ir | Information ratio | 0.24 |
Investor Alerts and Insights
Automated alerts tied to LoCorr Hedged help investors stay ahead of material changes in fund conditions. Monitoring ongoing notifications for Locorr Hedged Core is a practical way to spot shifts in technical or fundamental signals that may affect investment timing.| The fund maintains all of the assets in different exotic instruments |
LoCorr Hedged Fundamentals Growth
LoCorr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of LoCorr Hedged, and LoCorr Hedged fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on LoCorr Mutual Fund performance.
Performance Metrics & Calculation Methodology
LoCorr Hedged performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes.
Unless otherwise specified, data for Locorr Hedged Core is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.