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LKCM Small Cap Equity Instl (LKSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.20+0.03 (+0.15%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.43%
5-year average return9.01%
Number of years up21
Number of years down8
Best 1-yr total return (2 May 2024)35.11%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.11%
Worst 3-yr total return-0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLKSCXCategory
YTD2.36%12.40%
1-month-6.19%3.37%
3-month4.17%4.88%
1-year18.44%55.69%
3-year-0.51%19.34%
5-year8.99%20.72%
10-year7.98%13.98%
Last bull market29.32%27.85%
Last bear market-17.01%-24.06%

Annual total return (%) history

Year
LKSCXCategory
2024
N/AN/A
2023
22.57%N/A
2022
-22.11%N/A
2021
14.49%N/A
2020
34.79%38.62%
2019
22.70%27.68%
2018
-5.70%-5.76%
2017
17.04%21.50%
2016
9.27%11.20%
2015
-5.58%-2.41%
2014
-3.11%2.44%
2013
35.11%40.91%
2012
9.74%13.15%
2011
4.47%-3.55%
2010
32.98%26.98%
2009
32.03%35.46%
2008
-38.87%-41.55%
2007
-0.76%7.59%
2006
14.98%10.81%
2005
14.42%6.02%
2004
22.09%12.41%
2003
34.71%45.54%
2002
-11.79%-27.88%
2001
7.50%-8.91%
2000
11.37%-3.85%
1999
16.83%64.77%
1998
-6.26%5.23%
1997
23.07%17.41%
1996
26.95%18.67%
1995
33.23%36.15%
1994
N/A-0.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.11%N/AN/AN/A
20237.33%5.58%-3.40%11.97%
2022-9.38%-17.01%-2.65%6.39%
20218.87%8.02%-2.70%0.06%
2020-30.75%37.01%7.79%31.80%
201914.87%3.93%-5.01%8.19%
20181.36%8.99%8.05%-21.00%
20174.68%2.28%5.06%4.04%
2016-4.33%5.00%4.16%4.43%
20154.37%2.59%-11.15%-0.75%
2014-1.34%0.61%-9.42%7.77%
20138.99%2.75%11.14%8.56%
201213.59%-7.29%5.75%-1.45%
201112.66%2.44%-19.96%13.10%
20108.91%-8.86%14.28%17.24%
2009-9.23%18.90%17.03%4.53%
2008-10.33%-0.11%-5.80%-27.54%
20071.41%5.79%-1.99%-5.62%
200615.91%-6.74%0.13%6.23%
2005-1.12%4.38%7.95%2.69%
20044.35%7.60%-1.82%10.75%
2003-4.92%16.15%8.14%12.80%
20027.98%-4.28%-15.67%1.21%
2001-4.59%8.51%-7.33%12.05%
20006.42%-0.05%-2.24%7.11%
1999-2.42%12.58%-3.53%10.23%
19989.35%-5.58%-18.98%12.05%
1997-1.97%14.52%15.87%-5.39%
19968.93%8.27%1.66%5.88%
19957.90%7.41%8.38%6.06%
1994-0.66%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month40
3-month25
1-year17
3-year16
5-year22

Load adjusted returns

1-year18.44%
3-year-0.51%
5-year8.99%
10-year7.98%