Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQFIX (LKCM Aquinas Fixed Income) | NA | -4.78% | 2.70% | 2.88% | 4.58% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQFIX (LKCM Aquinas Fixed Income) | 06/21/1996 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.78 | 2.70 | 2.88 | 4.58 | NA | NA | … | … | -5.94 | 10.53 | 1.31 | 5.95 | 3.83 | 1.74 | 4.37 | 4.90 | 7.37 | 9.34 | 9.14 | -2.31 | 7.18 | 8.53 | 6.00 |
| Sharpe Ratio | NA | -0.48 | 0.28 | 0.20 | 0.55 | NA | NA | … | … | -0.79 | 2.60 | 0.07 | 0.96 | 0.26 | -0.16 | 0.83 | 0.86 | 1.31 | 1.54 | 1.43 | -1.23 | 1.07 | -13.95 | 1.93 |
| Standard Deviation(%) | NA | 10.20 | 7.41 | 6.13 | 5.44 | NA | NA | … | … | 11.19 | 4.02 | 5.52 | 3.07 | 2.08 | 2.70 | 4.14 | 4.87 | 4.77 | 4.64 | 3.56 | 4.51 | 3.61 | 3.33 | 4.24 |
| Draw Down(%) | NA | 8.82 | 8.82 | 8.82 | 8.82 | NA | NA | … | … | 8.82 | 1.43 | 7.04 | 1.73 | 0.95 | 2.64 | 4.83 | 5.46 | 3.55 | 3.27 | 3.09 | 3.72 | 3.48 | 2.18 | 1.90 |
| Yield(%) | 0.00 | 3.96 | 4.09 | 4.19 | 4.88 | 4.92 | 3.69 | … | … | 2.06 | 3.94 | 4.01 | 5.27 | 4.04 | 3.92 | 5.29 | 5.50 | 5.54 | 5.60 | 6.10 | 4.71 | 6.88 | 5.56 | 3.33 |
Data as of 09/02/2010, 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 |
|---|---|---|---|---|
| AQFIX (LKCM Aquinas Fixed Income) |
1.89%
May 2003 – May 2006 |
2.55%
Oct 2003 – Oct 2008 |
4.01%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQFIX (LKCM Aquinas Fixed Income) |
10.05%
May 2000 – May 2003 |
7.21%
Jan 2000 – Jan 2005 |
5.97%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart