Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/29/2016.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) | 1.60% | NA | -7.99% | 2.52% | 4.29% | 5.13% | 3.43% | 1.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) | 06/21/1996 | 07/29/2016 |
The return data shown below all have the same latest date: 07/29/2016.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.99 | 2.52 | 4.29 | 5.13 | 3.43 | 1.80 | 1.60 | 3.27 | -20.23 | -18.42 | 27.93 | -0.14 | 3.96 | 34.67 | 30.27 | -37.71 | -1.67 | 13.06 | 2.83 | 2.91 | 30.64 | -30.76 | -11.24 | -34.13 | -8.29 | -2.07 | 0.43 | -1.37 |
| Sharpe Ratio | NA | -0.81 | -0.39 | -0.18 | -0.01 | NA | NA | -0.26 | 0.28 | -0.85 | -0.81 | 1.90 | -0.01 | 0.12 | 1.48 | 0.96 | -0.98 | -0.25 | 0.57 | 0.04 | 0.11 | 1.62 | -1.27 | -0.59 | -0.87 | -0.85 | -0.43 | -3.12 | -0.45 |
| Standard Deviation(%) | NA | 28.38 | 24.13 | 25.97 | 27.41 | NA | NA | 25.22 | 20.03 | 23.93 | 22.79 | 14.66 | 19.38 | 32.27 | 23.44 | 31.58 | 39.22 | 18.69 | 17.05 | 15.73 | 18.25 | 18.47 | 25.01 | 23.16 | 43.76 | 13.47 | 12.42 | 17.48 | 13.39 |
| Draw Down(%) | NA | 38.86 | 48.05 | 48.05 | 58.60 | NA | NA | 77.82 | 17.35 | 27.78 | 19.79 | 8.35 | 14.83 | 27.81 | 17.80 | 27.47 | 49.46 | 12.65 | 16.86 | 12.01 | 22.28 | 11.60 | 36.53 | 27.30 | 41.77 | 13.20 | 13.71 | 15.11 | 8.27 |
| Yield(%) | 0.00 | 14.80 | 11.28 | 8.65 | 5.87 | 3.98 | 3.37 | 3.24 | 0.00 | 15.93 | 14.31 | 4.36 | 8.00 | 0.00 | 0.00 | 0.00 | 0.08 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 1.26 | 0.43 | 37.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) |
-19.02%
Feb 2006 - Feb 2009 |
-12.62%
Sep 1997 - Sep 2002 |
-6.68%
Feb 1999 - Feb 2009 |
-0.89%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) |
34.90%
Feb 2009 - Feb 2012 |
25.78%
Feb 2009 - Feb 2014 |
8.09%
Aug 2004 - Aug 2014 |
3.51%
Nov 2000 - Nov 2015 |
Annualized Rolling Returns Comparison Chart