Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LKFIX (LKCM FIXED INCOME FUND LKCM FIXED INCOME FUND) | 2.81% | 5.40% | 3.16% | 0.86% | 1.97% | 2.23% | 3.06% | 2.95% |
Data as of 07/01/2025, AR inception is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKFIX (LKCM FIXED INCOME FUND LKCM FIXED INCOME FUND) | 03/30/1998 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.66 | 5.40 | 3.16 | 0.86 | 1.97 | 2.23 | 3.06 | 2.95 | 2.81 | 3.06 | 4.98 | -5.74 | -1.54 | 4.29 | 6.70 | 0.26 | 2.15 | 3.84 | -0.28 | 1.72 | 0.07 | 5.45 | 4.22 | 5.83 | 10.78 | 2.98 | 5.96 | 3.95 | 1.79 | 3.21 | 1.93 | 1.24 | 4.70 | 3.30 | -3.13 | 6.38 |
| Sharpe Ratio | NA | 0.52 | 0.02 | -0.41 | 0.21 | NA | NA | 0.47 | 0.74 | -1.19 | 0.20 | -2.29 | -1.01 | 1.11 | 2.62 | -0.69 | 0.98 | 1.92 | -0.15 | 1.40 | 0.02 | 3.50 | 1.81 | 2.22 | 2.53 | 0.36 | 1.07 | 0.36 | -0.21 | 0.78 | 0.36 | 0.03 | 0.50 | -0.19 | -1.29 | 1.52 |
| Standard Deviation(%) | NA | 3.19 | 3.31 | 2.86 | 2.61 | NA | NA | 3.11 | 3.54 | 2.98 | 3.59 | 3.13 | 1.55 | 3.62 | 2.02 | 1.53 | 1.56 | 1.89 | 2.08 | 1.22 | 1.61 | 1.55 | 2.31 | 2.58 | 4.22 | 5.63 | 2.78 | 1.91 | 1.81 | 2.91 | 3.41 | 4.14 | 4.85 | 4.06 | 4.93 | 3.43 |
| Draw Down(%) | NA | 2.18 | 3.84 | 8.96 | 8.96 | NA | NA | 8.96 | 1.52 | 1.78 | 2.35 | 7.54 | 1.87 | 7.40 | 1.18 | 1.40 | 0.84 | 1.97 | 2.05 | 0.73 | 2.65 | 0.80 | 1.56 | 2.46 | 1.44 | 6.32 | 1.55 | 0.69 | 1.43 | 3.51 | 3.02 | 3.68 | 2.98 | 2.76 | 5.32 | 2.76 |
| Yield(%) | 0.00 | 2.52 | 2.34 | 1.85 | 2.09 | 2.46 | 3.01 | 2.88 | 0.97 | 3.04 | 2.34 | 1.35 | 1.31 | 1.78 | 2.37 | 2.21 | 2.05 | 2.21 | 2.68 | 2.54 | 2.91 | 3.68 | 4.07 | 4.12 | 4.26 | 4.16 | 4.45 | 4.34 | 3.48 | 4.12 | 2.78 | 0.00 | 0.00 | 0.00 | 2.39 | 4.60 |
Data as of 07/01/2025, AR inception is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKFIX (LKCM FIXED INCOME FUND LKCM FIXED INCOME FUND) |
-2.01%
Oct 2020 - Oct 2023 |
0.39%
Oct 2017 - Oct 2022 |
0.95%
Oct 2012 - Oct 2022 |
2.22%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKFIX (LKCM FIXED INCOME FUND LKCM FIXED INCOME FUND) |
9.35%
Oct 2008 - Oct 2011 |
6.69%
Oct 2008 - Oct 2013 |
4.69%
Apr 2003 - Apr 2013 |
3.90%
Apr 2000 - Apr 2015 |
Annualized Rolling Returns Comparison Chart