LKEQX
LKCM Equity
$38.24
-0.23 (-0.60%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 520.81M |
| 52 Week High | 38.47 |
| 52 Week Low | 29.926 |
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Key Data
| Symbol | LKEQX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 38.24 |
| Price Yesterday | 38.47 |
| Market Cap | 520.81 |
| YTD Return | 11.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.01 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 38.47 |
|---|---|
| 52 Week Low | 29.93 |
| Market Cap | 520.81M |
| Shares Outstanding | 13.62M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 0.50% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.31% |
Returns Annualized
| One Day | -77.97% |
|---|---|
| Five Days | 26.88% |
| One Months | 34.13% |
| Three Months | 18.20% |
| Six Months | 26.93% |
| Nine Months | 28.52% |
| One Year | 17.51% |
| Three Years | 3.76% |
| Five Years | 11.46% |
| Ten Years | 10.27% |
| YTD | 22.73% |
| Since Inception | 9.15% |
Returns Total
| One Day | -0.60% |
|---|---|
| Five Days | 0.47% |
| One Month | 2.36% |
| Three Months | 4.20% |
| Six Months | 12.44% |
| Nine Months | 20.44% |
| One Year | 17.49% |
| Three Years | 11.65% |
| Five Years | 71.80% |
| Ten Years | 165.19% |
| YTD | 11.13% |
| Since Inception | 1093.14% |
Yearly Returns
| 2024 | 11.13% |
|---|---|
| 2023 | 12.65% |
| 2022 | -15.44% |
| 2021 | 22.47% |
| 2020 | 22.82% |
| 2019 | 29.85% |
| 2018 | -3.28% |
| 2017 | 21.69% |
| 2016 | 11.66% |
| 2015 | -3.54% |
Risk against SP-DA
| Alpha | -9.27% |
|---|---|
| Beta | 0.92 |
| Correlation | 92.77% |
| Downside Deviation | 3.08% |
| Coefficient of determination | 86.06% |
| Standard Deviation | 3.18% |
| Sharpe Ratio | -1.02 |
| Sortino | -3.64 |
| Treynor | 13.23 |
| Ulcer Index | 3.6 |
| Ulcer Performance Index | -3.11 |