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LKCM Fixed-Income (LKFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.32+0.04 (+0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.38%
5-year average return0.93%
Number of years up22
Number of years down4
Best 1-yr total return (2 Jun 2024)10.77%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return10.77%
Worst 3-yr total return-1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLKFIXCategory
YTD-0.99%-0.67%
1-month-1.07%1.48%
3-month-1.08%3.14%
1-year1.90%4.42%
3-year-0.82%7.37%
5-year0.85%4.80%
10-year1.35%4.92%
Last bull market4.34%5.92%
Last bear market-1.45%1.35%

Annual total return (%) history

Year
LKFIXCategory
2024
N/AN/A
2023
4.98%N/A
2022
-5.63%N/A
2021
-1.54%N/A
2020
4.29%9.24%
2019
6.70%13.03%
2018
0.26%-2.49%
2017
2.15%5.79%
2016
3.83%6.51%
2015
-0.27%-1.39%
2014
1.72%6.93%
2013
0.07%-1.06%
2012
5.44%11.06%
2011
4.22%7.46%
2010
5.82%10.00%
2009
10.77%22.61%
2008
2.99%-7.90%
2007
5.96%4.17%
2006
3.96%4.36%
2005
1.79%1.94%
2004
2.77%5.79%
2003
3.25%9.34%
2002
6.32%8.86%
2001
10.76%9.11%
2000
9.26%7.91%
1999
-0.34%-3.43%
1998
7.27%6.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.08%N/AN/AN/A
20231.50%-0.17%-0.43%4.05%
2022-3.27%-1.45%-2.22%1.25%
2021-1.35%0.60%-0.12%-0.67%
2020-0.76%3.87%0.58%0.58%
20192.76%2.09%1.13%0.57%
2018-0.99%0.18%0.57%0.51%
20170.57%1.02%0.58%-0.03%
20162.49%1.85%0.79%-1.31%
20151.21%-0.91%-0.14%-0.43%
20140.94%0.91%-0.34%0.20%
20130.48%-1.41%0.74%0.28%
20121.86%0.96%2.16%0.36%
20110.63%1.67%0.49%1.37%
20101.78%1.82%2.99%-0.85%
20092.36%3.30%4.03%0.70%
20082.01%-1.27%-0.88%3.17%
20071.57%-0.07%2.04%2.30%
2006-0.06%0.16%2.92%0.92%
2005-0.63%1.76%-0.01%0.67%
20042.23%-2.18%2.28%0.47%
20030.93%1.93%0.23%0.13%
2002-1.17%3.36%2.69%1.35%
20013.77%1.09%4.94%0.62%
20001.40%1.64%2.94%3.00%
1999-0.25%-0.87%0.72%0.07%
19981.03%2.04%4.23%-0.17%

Rank in category (by total return)

YTD8
1-month1
3-month3
1-year27
3-year5
5-year59

Load adjusted returns

1-year1.90%
3-year-0.82%
5-year0.85%
10-year1.35%