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LKCM Small-Mid Cap Equity Institutional (LKSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.14+0.03 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.02%
5-year average return9.84%
Number of years up8
Number of years down4
Best 1-yr total return (1 May 2024)33.99%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return33.99%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLKSMXCategory
YTD9.79%10.80%
1-month2.93%4.43%
3-month9.79%7.00%
1-year25.93%48.17%
3-year5.59%21.26%
5-year12.47%20.18%
10-year8.72%14.07%
Last bull market37.69%27.14%
Last bear market-14.30%-21.26%

Annual total return (%) history

Year
LKSMXCategory
2024
N/AN/A
2023
25.76%N/A
2022
-22.12%N/A
2021
15.37%N/A
2020
30.66%39.26%
2019
31.05%32.52%
2018
-8.89%-6.65%
2017
24.13%23.91%
2016
1.17%6.03%
2015
-1.41%-0.95%
2014
-4.39%7.00%
2013
33.99%34.93%
2012
9.26%14.07%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.79%N/AN/AN/A
20239.64%3.24%-2.80%14.30%
2022-8.84%-14.30%-1.63%1.35%
20215.38%7.40%-1.90%3.91%
2020-26.29%34.18%9.12%21.07%
201918.06%5.13%-2.24%8.00%
2018-0.75%6.75%9.17%-21.23%
20175.75%1.98%6.40%8.18%
2016-5.83%3.24%3.32%0.72%
20154.88%3.94%-9.86%0.33%
2014-0.69%0.85%-6.85%2.49%
20137.33%1.25%12.26%9.82%
201211.17%-4.97%3.53%-0.10%
2011-18.97%10.89%N/AN/A

Rank in category (by total return)

YTD44
1-month36
3-month44
1-year31
3-year15
5-year21

Load adjusted returns

1-year25.93%
3-year5.59%
5-year12.47%
10-year8.72%