# LoCorr Market Trend I (LOTIX)

> Source: Nexqual · https://nexqual.com/LOTIX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, LoCorr Market Trend I (LOTIX), nexqual.com/LOTIX" · informational, not investment advice.

**Price:** USD 13.86 (+0.29% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 13.82 · day 13.86–13.86 · 52w 10.84–14.69 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +25.0% vs S&P 500 +13.4%; 5Y +53.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +25.0% | +53.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +25.1% | +9.0% |
| Volatility (annualized) | 11.8% | 13.3% |
| Max drawdown | -5.9% (Sep 2026→Oct 2026) | -21.0% (Oct 2022→May 2025) |

## Peers
LFMIX (LoCorr Macro Strategies Fund Cl) USD 8.66 +0.70% · LCSIX (LoCorr Long/Short Commodity Str) USD 9.22 +1.10% · ASFYX (AlphaSimplex Managed Futures St) USD 9.17 -0.00% · AQMIX (AQR Managed Futures Strategy Fu) USD 11.19 +0.00% · LOTAX (LoCorr Market Trend Fund - Clas) USD 13.85 +0.36%

## More
Full page: https://nexqual.com/LOTIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt