Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/19/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LKSAX (LKCM SMALL CAP EQUITY FUND ADVISER CLASS) | NA | 4.13% | 10.10% | 4.44% | 12.88% | 8.05% | NA | 9.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSAX (LKCM SMALL CAP EQUITY FUND ADVISER CLASS) | 06/05/2003 | 12/19/2018 |
The return data shown below all have the same latest date: 12/19/2018.
AR inception is since 06/05/2003.
AR inception is since 06/05/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.13 | 10.10 | 4.44 | 12.88 | 8.05 | NA | 9.32 | 4.61 | -3.49 | -6.23 | -18.09 | -15.75 | 24.29 | 0.87 | 4.19 | 32.66 | 31.70 | -39.05 | -9.25 | 3.72 | -1.92 | 9.48 | 15.79 |
| Sharpe Ratio | NA | -1.43 | -1.39 | -1.46 | -0.68 | NA | NA | -0.86 | -1.07 | -1.01 | -1.74 | -1.69 | -1.59 | 0.35 | -0.92 | -0.45 | 0.60 | 0.41 | -1.47 | -1.52 | -0.96 | -1.04 | -0.53 | 0.22 |
| Standard Deviation(%) | NA | 24.79 | 22.15 | 21.46 | 23.44 | NA | NA | 23.85 | 16.25 | 22.60 | 23.14 | 21.62 | 21.59 | 16.50 | 19.39 | 31.74 | 23.54 | 31.94 | 39.85 | 20.66 | 19.42 | 21.99 | 18.92 | 15.71 |
| Draw Down(%) | NA | 21.61 | 28.72 | 47.04 | 47.04 | NA | NA | 64.40 | 17.53 | 18.27 | 16.75 | 25.56 | 17.11 | 8.26 | 14.83 | 27.02 | 17.88 | 28.08 | 51.17 | 17.59 | 16.04 | 16.57 | 11.70 | 5.25 |
| Yield(%) | 0.00 | 17.35 | 14.45 | 10.47 | 14.61 | 9.30 | 8.31 | 11.08 | 0.00 | 20.29 | 15.69 | 12.64 | 12.76 | 10.25 | 8.29 | 0.00 | 0.00 | 0.00 | 0.03 | 8.29 | 10.88 | 16.51 | 12.24 | 5.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSAX (LKCM SMALL CAP EQUITY FUND ADVISER CLASS) |
-19.33%
Feb 2006 - Feb 2009 |
-5.00%
Feb 2004 - Feb 2009 |
3.29%
Jan 2006 - Jan 2016 |
8.14%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSAX (LKCM SMALL CAP EQUITY FUND ADVISER CLASS) |
34.63%
Feb 2009 - Feb 2012 |
26.37%
Feb 2009 - Feb 2014 |
13.13%
Nov 2008 - Nov 2018 |
9.72%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart