Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/29/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AQEGX (LKCM AQUINAS GROWTH FUND LKCM AQUINAS GROWTH FUND) | NA | -9.15% | 3.01% | 6.00% | 5.57% | 3.44% | NA | 3.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQEGX (LKCM AQUINAS GROWTH FUND LKCM AQUINAS GROWTH FUND) | 01/23/1997 | 07/29/2016 |
The return data shown below all have the same latest date: 07/29/2016.
AR inception is since 01/23/1997.
AR inception is since 01/23/1997.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.64 | -9.15 | 3.01 | 6.00 | 5.57 | 3.44 | NA | 3.94 | -5.21 | -4.01 | -19.73 | 15.70 | 9.91 | 1.51 | 16.56 | 30.02 | -33.09 | 6.02 | -1.02 | 6.41 | 8.03 | 20.60 | -22.93 | -16.08 | -10.63 | 10.87 | 16.20 | 7.54 |
| Sharpe Ratio | NA | -0.70 | -0.38 | -0.08 | 0.01 | NA | NA | -0.04 | -0.45 | -0.24 | -0.74 | 1.05 | 0.63 | 0.05 | 0.83 | 1.27 | -1.00 | 0.18 | -0.31 | 0.38 | 0.55 | 1.28 | -1.03 | -0.89 | -0.51 | 0.36 | 0.56 | 0.21 |
| Standard Deviation(%) | NA | 21.05 | 24.69 | 25.39 | 25.76 | NA | NA | 21.45 | 20.16 | 16.59 | 26.68 | 14.94 | 15.76 | 27.19 | 19.80 | 23.65 | 33.83 | 16.45 | 13.86 | 11.06 | 12.77 | 15.59 | 23.35 | 21.02 | 28.61 | 21.13 | 23.16 | 21.02 |
| Draw Down(%) | NA | 19.44 | 36.88 | 36.88 | 49.78 | NA | NA | 60.28 | 10.73 | 11.74 | 22.37 | 8.96 | 12.57 | 21.46 | 16.66 | 20.88 | 44.35 | 8.89 | 14.43 | 6.91 | 11.92 | 11.04 | 27.73 | 29.38 | 22.66 | 11.44 | 30.80 | 14.88 |
| Yield(%) | 0.00 | 5.92 | 12.17 | 9.01 | 6.21 | 4.08 | 4.26 | 4.49 | 0.00 | 6.33 | 21.56 | 10.75 | 0.60 | 0.00 | 0.00 | 0.00 | 0.02 | 6.82 | 0.80 | 2.75 | 0.00 | 0.00 | 0.26 | 0.00 | 13.34 | 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 |
|---|---|---|---|---|
| AQEGX (LKCM AQUINAS GROWTH FUND LKCM AQUINAS GROWTH FUND) |
-16.09%
Mar 2000 - Mar 2003 |
-5.99%
Mar 1998 - Mar 2003 |
-3.20%
Feb 1999 - Feb 2009 |
1.94%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEGX (LKCM AQUINAS GROWTH FUND LKCM AQUINAS GROWTH FUND) |
23.85%
Feb 2009 - Feb 2012 |
19.35%
Feb 2009 - Feb 2014 |
7.23%
Mar 2003 - Mar 2013 |
4.40%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart