Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKBLX (LK BALANCED FUND INSTITUTIONAL CLASS) | 4.57% | 11.87% | 9.54% | 5.59% | 8.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKBLX (LK BALANCED FUND INSTITUTIONAL CLASS) | 07/02/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 11.87 | 9.54 | 5.59 | 8.46 | NA | NA | … | … | 4.57 | 7.12 | 9.78 | 8.39 | -5.58 | 23.01 | 5.12 | 20.39 | -3.28 | 14.03 | 9.86 | -3.58 | 0.81 | 17.90 | 7.64 |
| Sharpe Ratio | NA | 0.99 | 0.66 | 0.27 | 0.56 | NA | NA | … | … | 1.09 | 0.34 | 0.69 | 0.52 | -0.45 | 2.27 | 0.21 | 2.35 | -0.42 | 2.61 | 1.06 | -0.39 | 0.10 | 2.15 | 1.95 |
| Standard Deviation(%) | NA | 8.19 | 10.03 | 11.33 | 12.25 | NA | NA | … | … | 7.81 | 12.48 | 8.88 | 9.26 | 15.63 | 10.13 | 23.55 | 8.06 | 11.13 | 5.15 | 9.06 | 9.37 | 8.19 | 8.31 | 8.24 |
| Draw Down(%) | NA | 4.20 | 12.30 | 14.64 | 28.77 | NA | NA | … | … | 4.20 | 11.09 | 6.58 | 7.74 | 14.64 | 4.65 | 28.77 | 5.07 | 15.20 | 2.65 | 6.65 | 10.31 | 9.72 | 5.28 | 3.47 |
| Yield(%) | 0.00 | 11.64 | 9.16 | 7.51 | 7.53 | 6.78 | 5.08 | … | … | 0.00 | 11.67 | 9.01 | 6.82 | 3.54 | 12.50 | 5.94 | 3.66 | 6.40 | 2.37 | 1.72 | 3.32 | 6.90 | 3.07 | 3.02 |
Data as of 06/05/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKBLX (LK BALANCED FUND INSTITUTIONAL CLASS) |
0.93%
May 2014 – May 2017 |
1.93%
Mar 2015 – Mar 2020 |
5.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKBLX (LK BALANCED FUND INSTITUTIONAL CLASS) |
15.89%
Dec 2018 – Dec 2021 |
13.10%
Mar 2020 – Mar 2025 |
9.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart