Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 6.49% | 22.31% | 16.74% | 5.89% | 11.58% | 9.65% | 8.21% | … | … |
Data as of 06/04/2026, Common starting date is 10/02/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSCX (LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 10/02/1995 | 06/04/2026 |
| 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 22.31 | 16.74 | 5.89 | 11.58 | 9.65 | 8.21 | … | … | 6.49 | 15.93 | 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 | 1.30 | 0.80 | 0.16 | 0.44 | NA | NA | … | … | 0.86 | 0.62 | 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 | 16.65 | 18.64 | 21.44 | 23.25 | NA | NA | … | … | 17.36 | 21.63 | 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 | 9.90 | 24.20 | 33.84 | 43.65 | NA | NA | … | … | 9.90 | 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 | 9.48 | 7.67 | 6.29 | 9.44 | 8.49 | 7.34 | … | … | 0.00 | 9.38 | 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 06/04/2026, Common starting date 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