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LKCM Balanced (LKBAX)

On Dec 24: 13.20   0.03 (0.23%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 11.22% Worst 1 Yr Total Return (2008): -19.70% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic LKBAX Category Alpha (against Standard Index) 1.06 -2.96 Beta (against Standard Index) 0.86 1.07 Mean Annual Return 2.31 -0.09 R-squared (against Standard Index) 92 93.10 Standard Deviation 11.85 14.78 Sharpe Ratio 0.06 N/A Treynor Ratio 0.05 N/A 5 Years Statistic LKBAX Category Alpha (against Standard Index) 0.34 -2.53 Beta (against Standard Index) 0.85 1.06 Mean Annual Return 4.93 0.24 R-squared (against Standard Index) 91 92.17 Standard Deviation 9.62 11.94 Sharpe Ratio 0.24 N/A Treynor Ratio 2.28 N/A 10 Years Statistic LKBAX Category Alpha (against Standard Index) -1.31 -2.27 Beta (against Standard Index) 0.89 1.06 Mean Annual Return 3.38 0.27 R-squared (against Standard Index) 90 86.88 Standard Deviation 9.37 11.38 Sharpe Ratio 0.09 N/A Treynor Ratio 0.51 N/A
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