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LKCM Balanced (LKBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.45-0.04 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.96%
5-year average return7.72%
Number of years up21
Number of years down5
Best 1-yr total return (20 May 2024)23.18%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return23.18%
Worst 3-yr total return2.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLKBAXCategory
YTD2.38%9.69%
1-month-3.31%0.91%
3-month2.34%5.21%
1-year9.74%27.06%
3-year1.75%11.00%
5-year6.60%10.26%
10-year7.24%8.34%
Last bull market16.60%15.58%
Last bear market-10.59%-12.16%

Annual total return (%) history

Year
LKBAXCategory
2024
N/AN/A
2023
10.84%N/A
2022
-13.84%N/A
2021
14.01%N/A
2020
15.28%11.72%
2019
21.85%19.23%
2018
-2.15%-5.76%
2017
12.88%13.21%
2016
9.70%7.34%
2015
0.91%-1.93%
2014
5.99%6.21%
2013
23.18%16.48%
2012
12.20%11.72%
2011
3.16%-0.11%
2010
10.31%11.83%
2009
22.90%24.13%
2008
-19.70%-28.00%
2007
8.25%5.99%
2006
11.22%11.29%
2005
5.87%5.13%
2004
7.10%8.86%
2003
16.59%20.35%
2002
-11.97%-12.02%
2001
0.46%-5.05%
2000
-2.49%1.82%
1999
13.53%10.71%
1998
12.84%13.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
20232.12%3.69%-2.98%7.90%
2022-5.95%-10.59%-4.29%7.06%
20212.64%5.55%-0.33%5.58%
2020-14.86%16.20%7.28%8.62%
201910.03%4.44%1.04%4.95%
2018-0.68%2.39%5.02%-8.38%
20173.65%2.37%2.49%3.80%
20161.30%2.60%3.34%2.14%
20151.40%0.83%-5.84%4.82%
20140.95%3.61%-0.88%2.23%
20137.94%1.31%5.45%6.83%
20129.37%-1.99%5.64%-0.91%
20115.09%0.61%-9.74%8.10%
20103.93%-7.63%7.15%7.23%
2009-3.31%8.89%11.66%4.54%
2008-3.75%-3.12%-4.17%-10.13%
20072.31%4.88%2.29%-1.38%
20062.59%-0.51%4.25%4.53%
20050.23%1.94%2.36%1.23%
20041.82%0.82%-0.30%4.65%
2003-2.57%9.25%2.17%7.21%
2002-1.22%-5.35%-8.60%3.02%
2001-5.84%5.10%-6.11%8.12%
2000-0.35%-0.59%-0.41%-1.16%
19992.79%5.24%-5.39%10.93%
19987.09%-0.14%-5.00%11.06%

Rank in category (by total return)

YTD34
1-month56
3-month17
1-year55
3-year51
5-year40

Load adjusted returns

1-year9.74%
3-year1.75%
5-year6.60%
10-year7.24%