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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) 0.24% 11.74% 12.40% 12.85% 8.41% 10.62% 8.31% 9.75%
Data as of 06/27/2025, AR inception is 10/02/1995
More Performance Analytics Comparison
Name Start Date End Date
LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) 10/02/1995 06/27/2025
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 1997 1996 1995
Annualized Return (%) 3.49 11.74 12.40 12.85 8.41 10.62 8.31 9.75 0.24 7.68 19.30 -24.00 -1.06 29.74 22.68 -5.67 17.08 9.30 -5.44 -3.06 35.10 9.68 4.47 32.98 32.03 -38.87 -0.75 14.94 14.37 22.06 34.75 -11.79 7.53 11.77 16.81 1.92 13.96 17.67 6.54
Sharpe Ratio NA 0.38 0.43 0.50 0.29 NA NA 0.37 -0.10 0.06 0.82 -0.87 -0.04 0.67 1.30 -0.35 1.34 0.51 -0.32 -0.18 2.46 0.56 0.14 1.40 1.00 -0.99 -0.20 0.72 0.78 1.37 2.28 -0.70 0.36 0.43 1.31 -0.07 0.81 1.18 3.25
Standard Deviation(%) NA 22.58 20.94 22.46 23.45 NA NA 21.35 25.86 18.95 18.53 29.30 26.75 43.52 16.38 20.14 12.37 17.68 17.33 16.95 14.25 17.31 31.78 23.55 31.99 39.89 18.85 16.37 15.57 15.41 14.92 18.41 14.76 17.78 10.36 18.82 12.85 11.91 7.92
Draw Down(%) NA 24.20 24.20 33.84 43.65 NA NA 59.07 21.67 12.67 13.24 28.18 20.91 43.19 10.05 27.82 5.60 16.72 15.09 16.77 8.27 14.79 26.99 17.86 28.04 51.07 13.24 15.98 9.89 11.67 13.04 27.65 15.01 11.67 8.71 33.60 15.04 10.61 2.46
Yield(%) 0.00 7.57 4.92 8.57 7.80 10.89 8.09 12.10 0.00 7.91 3.34 1.84 15.74 5.01 6.10 15.97 19.14 14.96 12.19 12.35 9.99 8.37 0.00 0.00 0.00 0.03 8.20 10.79 16.43 12.22 6.42 0.07 5.99 17.77 1.80 8.68 9.30 0.53 1.07
Data as of 06/27/2025, AR inception is 10/02/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) -19.11%
Feb 2006 - Feb 2009 		-4.77%
Feb 2004 - Feb 2009 		3.56%
Jan 2006 - Jan 2016 		4.94%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) 34.96%
Feb 2009 - Feb 2012 		26.66%
Feb 2009 - Feb 2014 		15.59%
Feb 2009 - Feb 2019 		13.69%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart