Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKBAX (LKCM BALANCED FUND LKCM BALANCED FUND) | 2.66% | 8.73% | 9.98% | 3.42% | 7.12% | 7.77% | 7.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKBAX (LKCM BALANCED FUND LKCM BALANCED FUND) | 03/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 8.73 | 9.98 | 3.42 | 7.12 | 7.77 | 7.28 | … | … | 2.66 | 8.44 | 10.97 | 10.85 | -15.96 | 9.91 | 11.59 | 21.85 | -2.15 | 12.88 | 9.70 | 0.92 | 6.00 | 23.18 | 12.21 | 3.17 | 10.31 | 22.90 | -19.70 | 8.25 | 11.22 | 5.88 | 7.11 | 14.72 | -13.81 | -2.80 | -2.75 | 13.42 | 6.16 |
| Sharpe Ratio | NA | 0.96 | 0.80 | 0.09 | 0.46 | NA | NA | … | … | 0.51 | 0.51 | 0.95 | 0.80 | -1.06 | 1.04 | 0.48 | 2.42 | -0.32 | 2.66 | 1.02 | 0.08 | 0.73 | 2.88 | 1.28 | 0.20 | 0.86 | 1.42 | -0.88 | 0.52 | 1.13 | 0.52 | 0.83 | 1.39 | -1.04 | -0.47 | -0.49 | 0.83 | 0.40 |
| Standard Deviation(%) | NA | 6.98 | 9.01 | 11.04 | 12.07 | NA | NA | … | … | 7.85 | 10.91 | 7.73 | 9.07 | 16.50 | 9.52 | 23.52 | 8.44 | 11.13 | 4.61 | 9.32 | 11.07 | 8.22 | 8.05 | 9.55 | 15.78 | 11.89 | 16.07 | 23.38 | 9.84 | 6.93 | 6.93 | 7.36 | 10.07 | 14.32 | 11.42 | 14.17 | 12.06 | 11.99 |
| Draw Down(%) | NA | 5.71 | 11.65 | 22.50 | 26.04 | NA | NA | … | … | 5.71 | 11.31 | 4.15 | 8.06 | 19.52 | 3.79 | 26.04 | 4.10 | 12.73 | 1.73 | 7.50 | 8.83 | 5.90 | 3.87 | 7.06 | 13.12 | 11.17 | 13.60 | 29.17 | 5.36 | 5.23 | 4.09 | 5.50 | 7.74 | 19.57 | 13.92 | 9.07 | 8.25 | 12.54 |
| Yield(%) | 0.00 | 6.01 | 5.22 | 3.07 | 4.23 | 4.81 | 4.88 | … | … | 0.37 | 6.15 | 4.90 | 3.74 | 0.91 | 0.75 | 0.98 | 6.84 | 2.86 | 4.41 | 5.35 | 3.42 | 3.63 | 1.23 | 1.29 | 1.19 | 1.34 | 2.00 | 2.09 | 4.65 | 3.51 | 1.04 | 2.08 | 0.21 | 0.00 | 0.00 | 1.60 | 1.96 | 2.10 |
Data as of 06/04/2026, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKBAX (LKCM BALANCED FUND LKCM BALANCED FUND) |
-7.55%
Mar 2000 – Mar 2003 |
-0.31%
Feb 2004 – Feb 2009 |
0.63%
Feb 1999 – Feb 2009 |
4.82%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKBAX (LKCM BALANCED FUND LKCM BALANCED FUND) |
17.41%
Feb 2009 – Feb 2012 |
16.18%
Feb 2009 – Feb 2014 |
11.41%
Feb 2009 – Feb 2019 |
9.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart