Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQEIX (LKCM AQUINAS CATHOLIC EQUITY FUND LKCM AQUINAS CATHOLIC EQUITY FUND) | 2.60% | 9.11% | 10.69% | 1.77% | 8.27% | 8.39% | 7.28% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQEIX (LKCM AQUINAS CATHOLIC EQUITY FUND LKCM AQUINAS CATHOLIC EQUITY FUND) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 9.11 | 10.69 | 1.77 | 8.27 | 8.39 | 7.28 | … | … | 2.60 | 6.71 | 13.29 | 14.07 | -22.05 | 11.61 | 16.77 | 31.16 | -8.03 | 20.80 | 9.51 | -3.20 | 2.74 | 33.61 | 12.00 | 0.46 | 17.25 | 32.94 | -37.33 | 8.06 | 16.50 | 4.13 | 15.93 | 28.31 | -22.11 | -6.03 | -1.18 | 1.36 | 5.66 | 28.03 | 10.63 |
| Sharpe Ratio | NA | 0.69 | 0.59 | -0.03 | 0.36 | NA | NA | … | … | 0.44 | 0.22 | 0.81 | 0.78 | -0.96 | 0.63 | 0.48 | 2.12 | -0.51 | 2.46 | 0.60 | -0.20 | 0.21 | 2.70 | 0.80 | 0.02 | 0.87 | 1.08 | -0.91 | 0.30 | 1.28 | 0.18 | 1.26 | 1.68 | -0.96 | -0.46 | -0.29 | -0.15 | 0.14 | 1.83 | 1.94 |
| Standard Deviation(%) | NA | 11.08 | 14.07 | 17.55 | 18.79 | NA | NA | … | … | 11.86 | 17.65 | 11.98 | 13.55 | 24.54 | 18.25 | 34.47 | 14.03 | 18.37 | 8.23 | 15.39 | 16.53 | 12.72 | 12.44 | 15.03 | 26.31 | 19.76 | 30.38 | 42.01 | 16.21 | 10.29 | 10.62 | 11.89 | 16.39 | 24.21 | 18.84 | 18.42 | 13.02 | 15.56 | 13.23 | 8.99 |
| Draw Down(%) | NA | 7.02 | 19.25 | 33.77 | 33.77 | NA | NA | … | … | 7.02 | 18.47 | 8.57 | 11.18 | 23.54 | 12.18 | 33.65 | 7.50 | 23.29 | 4.50 | 12.85 | 13.79 | 11.50 | 5.30 | 13.30 | 22.54 | 16.58 | 26.20 | 49.54 | 10.31 | 8.69 | 7.89 | 8.63 | 13.75 | 31.74 | 23.18 | 15.08 | 12.92 | 22.39 | 8.45 | 6.40 |
| Yield(%) | 0.00 | 6.00 | 6.13 | 3.15 | 6.70 | 7.37 | 6.60 | … | … | 0.00 | 6.04 | 8.35 | 2.93 | 0.90 | 0.29 | 0.39 | 13.48 | 17.27 | 9.14 | 8.17 | 6.92 | 9.17 | 6.53 | 0.51 | 0.14 | 0.05 | 0.18 | 0.30 | 12.78 | 4.47 | 0.13 | 0.19 | 0.34 | 0.10 | 0.30 | 2.63 | 15.14 | 16.68 | 15.39 | 7.18 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEIX (LKCM AQUINAS CATHOLIC EQUITY FUND LKCM AQUINAS CATHOLIC EQUITY FUND) |
-13.38%
Feb 2006 – Feb 2009 |
-7.65%
Mar 1998 – Mar 2003 |
-2.20%
Feb 1999 – Feb 2009 |
3.18%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEIX (LKCM AQUINAS CATHOLIC EQUITY FUND LKCM AQUINAS CATHOLIC EQUITY FUND) |
25.95%
Feb 2009 – Feb 2012 |
22.65%
Feb 2009 – Feb 2014 |
14.36%
Feb 2009 – Feb 2019 |
11.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart