Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKEQX (LKCM EQUITY FUND INSTITUTIONAL CLASS) | 2.55% | 12.44% | 11.62% | 3.90% | 9.84% | 10.09% | 9.00% | … | … |
Data as of 06/10/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKEQX (LKCM EQUITY FUND INSTITUTIONAL CLASS) | 06/20/1996 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.63 | 12.44 | 11.62 | 3.90 | 9.84 | 10.09 | 9.00 | … | … | 2.55 | 10.39 | 14.37 | 12.65 | -19.15 | 15.14 | 16.81 | 29.85 | -3.30 | 21.70 | 11.66 | -3.52 | 6.40 | 30.74 | 15.68 | 3.33 | 17.18 | 27.02 | -31.77 | 10.96 | 12.65 | 4.78 | 7.88 | 23.38 | -14.65 | -10.61 | 4.33 | 23.26 | 18.11 | 18.55 | 10.07 |
| Sharpe Ratio | NA | 1.14 | 0.67 | 0.11 | 0.49 | NA | NA | … | … | 0.58 | 0.44 | 0.88 | 0.71 | -0.95 | 1.08 | 0.53 | 2.16 | -0.28 | 2.80 | 0.80 | -0.22 | 0.53 | 2.95 | 1.19 | 0.14 | 0.95 | 1.04 | -0.87 | 0.53 | 0.93 | 0.26 | 0.64 | 1.51 | -0.75 | -0.81 | 0.01 | 1.41 | 0.81 | 0.87 | 1.61 |
| Standard Deviation(%) | NA | 12.11 | 14.13 | 15.95 | 17.08 | NA | NA | … | … | 13.80 | 17.25 | 12.19 | 12.73 | 21.74 | 13.95 | 31.05 | 13.13 | 16.82 | 7.54 | 14.29 | 15.92 | 12.08 | 10.41 | 13.19 | 23.95 | 17.91 | 25.96 | 37.73 | 14.90 | 9.93 | 9.67 | 10.83 | 15.04 | 21.19 | 16.43 | 16.52 | 14.15 | 18.09 | 16.99 | 9.99 |
| Draw Down(%) | NA | 8.94 | 20.59 | 27.28 | 30.15 | NA | NA | … | … | 8.94 | 18.97 | 7.57 | 11.77 | 22.25 | 6.46 | 30.15 | 6.93 | 20.55 | 3.05 | 10.79 | 14.22 | 8.79 | 5.30 | 10.34 | 18.97 | 14.87 | 23.52 | 42.63 | 8.99 | 8.63 | 6.31 | 8.04 | 12.10 | 25.17 | 21.58 | 8.59 | 10.21 | 20.76 | 10.02 | 6.26 |
| Yield(%) | 0.00 | 8.39 | 6.29 | 3.49 | 5.57 | 6.57 | 6.47 | … | … | 0.00 | 8.47 | 7.34 | 1.62 | 0.79 | 0.50 | 0.57 | 5.51 | 6.91 | 5.62 | 7.04 | 2.68 | 4.86 | 3.30 | 0.80 | 2.24 | 0.58 | 0.96 | 1.03 | 4.39 | 4.13 | 3.24 | 0.93 | 0.71 | 0.49 | 0.66 | 15.65 | 17.64 | 8.16 | 5.24 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKEQX (LKCM EQUITY FUND INSTITUTIONAL CLASS) |
-10.91%
Feb 2006 – Feb 2009 |
-4.52%
Feb 2004 – Feb 2009 |
-0.06%
Feb 1999 – Feb 2009 |
4.88%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKEQX (LKCM EQUITY FUND INSTITUTIONAL CLASS) |
25.47%
Feb 2009 – Feb 2012 |
22.72%
Feb 2009 – Feb 2014 |
15.43%
Feb 2009 – Feb 2019 |
12.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart