Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKSMX (LKCM SMALL-MID CAP EQUITY FUND INSTITUTIONAL CLASS) | 2.64% | 7.49% | 13.32% | 5.03% | 10.09% | 8.43% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKSMX (LKCM SMALL-MID CAP EQUITY FUND INSTITUTIONAL CLASS) | 05/03/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 7.49 | 13.32 | 5.03 | 10.09 | 8.43 | NA | … | … | 2.64 | 6.98 | 15.64 | 25.76 | -28.17 | 15.44 | 22.66 | 31.04 | -8.89 | 24.13 | 1.17 | -1.40 | -4.39 | 33.99 | 9.26 | -11.40 |
| Sharpe Ratio | NA | 0.28 | 0.56 | 0.13 | 0.39 | NA | NA | … | … | 0.19 | 0.21 | 0.55 | 1.25 | -1.08 | 0.76 | 0.57 | 1.83 | -0.50 | 2.23 | 0.06 | -0.09 | -0.29 | 2.42 | 0.55 | -0.49 |
| Standard Deviation(%) | NA | 17.07 | 17.93 | 19.85 | 21.62 | NA | NA | … | … | 19.50 | 19.99 | 16.43 | 17.42 | 27.47 | 20.23 | 39.42 | 16.23 | 20.39 | 10.60 | 16.38 | 16.60 | 15.43 | 14.04 | 16.81 | 33.84 |
| Draw Down(%) | NA | 13.08 | 21.23 | 27.51 | 39.56 | NA | NA | … | … | 13.08 | 18.94 | 10.20 | 11.93 | 29.44 | 11.82 | 39.56 | 8.20 | 28.03 | 4.94 | 15.61 | 13.60 | 15.22 | 6.42 | 12.60 | 25.27 |
| Yield(%) | 0.00 | 6.28 | 2.84 | 5.31 | 8.39 | 7.34 | 5.19 | … | … | 0.00 | 6.35 | 0.00 | 0.00 | 5.96 | 17.23 | 0.00 | 16.43 | 16.07 | 13.25 | 15.80 | 6.59 | 2.38 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSMX (LKCM SMALL-MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
-1.57%
Dec 2013 – Dec 2016 |
0.77%
Mar 2015 – Mar 2020 |
5.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKSMX (LKCM SMALL-MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
22.88%
Dec 2018 – Dec 2021 |
17.82%
Oct 2016 – Oct 2021 |
12.07%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart