Nasdaq - Delayed Quote USD

LKCM Equity (LKEQX)

35.23 -0.12 (-0.34%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.38%
5y Average Return 10.07%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (Apr 18, 2024) 30.74%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 30.74%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LKEQX
Category
YTD
7.76%
14.84%
1-Month
3.84%
1.65%
3-Month
7.76%
7.55%
1-Year
18.30%
40.47%
3-Year
5.89%
16.77%
5-Year
11.80%
16.15%
10-Year
10.28%
13.21%
Last Bull Market
33.68%
24.09%
Last Bear Market
-13.96%
-17.61%

Annual Total Return (%) History

Year
LKEQX
Category
2024
--
--
2023
12.65%
--
2022
-15.44%
--
2021
22.48%
--
2020
22.83%
15.83%
2019
29.85%
28.78%
2018
-3.28%
-6.27%
2017
21.69%
20.44%

2016
11.66%
10.37%
2015
-3.54%
-1.07%
2014
6.40%
10.96%
2013
30.74%
31.50%
2012
15.69%
14.96%
2011
3.30%
-1.27%
2010
17.77%
14.01%
2009
27.01%
28.17%
2008
-31.80%
-37.79%
2007
10.96%
6.16%
2006
12.65%
14.17%
2005
4.80%
5.88%
2004
7.88%
10.02%
2003
23.38%
27.05%
2002
-14.64%
-22.25%
2001
-10.61%
-13.50%
2000
4.14%
-6.31%
1999
23.07%
20.16%
1998
13.11%
22.39%
1997
23.57%
28.37%
1996
--
20.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.76% -- -- --
2023 2.61% 5.50% -4.20% 8.62%
2022 -5.92% -13.96% -3.96% 8.76%
2021 5.87% 7.67% -0.21% 7.67%
2020 -17.75% 21.66% 11.43% 10.15%
2019 14.78% 4.11% 0.18% 8.47%
2018 0.65% 4.51% 7.23% -14.25%
2017 5.89% 4.17% 4.00% 6.07%
2016 0.75% 4.36% 3.78% 2.34%
2015 0.39% 0.09% -9.51% 6.08%

2014 1.60% 3.55% -1.40% 2.56%
2013 10.84% 1.43% 6.06% 9.64%
2012 11.99% -4.71% 7.64% 0.72%
2011 7.18% 0.00% -14.51% 12.73%
2010 5.68% -9.23% 10.01% 11.60%
2009 -8.62% 15.36% 14.05% 5.64%
2008 -7.15% -3.08% -4.41% -20.72%
2007 3.60% 6.49% 2.51% -1.89%
2006 3.61% -1.81% 4.88% 5.58%
2005 -1.22% 1.47% 3.51% 1.02%
2004 0.65% 2.44% -2.61% 7.44%
2003 -4.21% 13.18% 1.66% 11.94%
2002 1.96% -8.76% -12.98% 5.45%
2001 -12.23% 6.62% -11.53% 7.96%
2000 2.88% -0.52% 1.90% -0.15%
1999 3.27% 9.69% -7.79% 17.83%
1998 11.08% 0.75% -11.93% 14.76%
1997 0.02% 15.29% 8.11% -0.88%
1996 5.88% 3.33% 4.84% --

Rank in Category (By Total Return)

YTD 84
1-Month 24
3-Month 84
1-Year 92
3-Year 95
5-Year 84

Load Adjusted Returns

1-Year 18.30%
3-Year 5.89%
5-Year 11.80%
10-Year 10.28%

Performance & Risk

YTD Return 2.38%
5y Average Return 10.07%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family LKCM
Net Assets 519.64M
YTD Return 7.76%
Yield 0.83%
Morningstar Rating
Inception Date Jan 03, 1996

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund primarily invests in companies that the Adviser believes are likely to have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies that the Adviser believes have attractive relative valuations.

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