Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) | NA | -7.99% | 2.52% | 4.29% | 5.13% | 3.43% | 1.80% | … | … |
Data as of 07/29/2016, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) | 06/21/1996 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.99 | 2.52 | 4.29 | 5.13 | 3.43 | 1.80 | … | … | 3.27 | -4.74 | -4.55 | 32.40 | 8.15 | 3.96 | 34.67 | 30.27 | -37.63 | 0.08 | 13.06 | 2.83 | 2.91 | 30.64 | -29.83 | -10.83 | 3.20 | -8.29 | -2.07 | 0.43 | -1.37 |
| Sharpe Ratio | NA | -0.41 | 0.14 | 0.20 | 0.19 | NA | NA | … | … | 0.28 | -0.28 | -0.27 | 2.28 | 0.47 | 0.12 | 1.47 | 0.96 | -0.98 | -0.17 | 0.57 | 0.04 | 0.11 | 1.62 | -1.24 | -0.58 | -0.07 | -0.87 | -0.45 | -0.18 | -0.46 |
| Standard Deviation(%) | NA | 19.82 | 17.09 | 20.78 | 24.21 | NA | NA | … | … | 20.03 | 17.11 | 16.81 | 14.19 | 17.31 | 32.27 | 23.44 | 31.58 | 39.23 | 18.61 | 17.05 | 15.73 | 18.25 | 18.47 | 25.06 | 23.17 | 13.67 | 13.47 | 12.42 | 17.48 | 13.39 |
| Draw Down(%) | NA | 26.99 | 28.71 | 28.71 | 57.81 | NA | NA | … | … | 17.35 | 14.54 | 16.75 | 8.35 | 14.83 | 27.81 | 17.80 | 27.47 | 49.46 | 12.65 | 16.86 | 12.01 | 22.28 | 11.60 | 35.68 | 27.30 | 11.33 | 13.20 | 13.71 | 15.11 | 8.27 |
| Yield(%) | 0.00 | 14.80 | 11.28 | 8.65 | 5.87 | 3.98 | 3.37 | … | … | 0.00 | 15.93 | 14.31 | 4.36 | 8.00 | 0.00 | 0.00 | 0.00 | 0.08 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 1.26 | 0.43 | 37.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/29/2016, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) |
-19.02%
Feb 2006 – Feb 2009 |
-12.62%
Sep 1997 – Sep 2002 |
-6.68%
Feb 1999 – Feb 2009 |
-0.89%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQBLX (LKCM AQUINAS SMALL CAP FUND LKCM AQUINAS SMALL CAP FUND) |
34.90%
Feb 2009 – Feb 2012 |
25.78%
Feb 2009 – Feb 2014 |
8.09%
Aug 2004 – Aug 2014 |
3.51%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart