LKSCX
LKCM SmallCap Equity-Inst
$20.10
-0.15 (-0.74%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 260.667M |
| 52 Week High | 21.31 |
| 52 Week Low | 16.264 |
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Key Data
| Symbol | LKSCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 20.1 |
| Price Yesterday | 20.25 |
| Market Cap | 260.67 |
| YTD Return | 2.92% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.01 |
| Prospectus | 0.0101 |
Overview
| 52 Week High | 21.31 |
|---|---|
| 52 Week Low | 16.26 |
| Market Cap | 260.67M |
| Shares Outstanding | 12.97M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.70% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.70% |
Returns Annualized
| One Day | -84.67% |
|---|---|
| Five Days | -11.78% |
| One Months | 1.90% |
| Three Months | -16.16% |
| Six Months | 13.34% |
| Nine Months | 23.22% |
| One Year | 12.86% |
| Three Years | -1.07% |
| Five Years | 9.35% |
| Ten Years | 7.76% |
| YTD | 5.74% |
| Since Inception | 10.23% |
Returns Total
| One Day | -0.74% |
|---|---|
| Five Days | -0.25% |
| One Month | 0.15% |
| Three Months | -4.24% |
| Six Months | 6.35% |
| Nine Months | 16.74% |
| One Year | 12.85% |
| Three Years | -3.16% |
| Five Years | 56.20% |
| Ten Years | 110.69% |
| YTD | 2.92% |
| Since Inception | 1652.40% |
Yearly Returns
| 2024 | 2.92% |
|---|---|
| 2023 | 22.57% |
| 2022 | -22.11% |
| 2021 | 14.50% |
| 2020 | 34.78% |
| 2019 | 22.71% |
| 2018 | -5.70% |
| 2017 | 17.03% |
| 2016 | 9.28% |
| 2015 | -5.59% |
Risk against SP-DA
| Alpha | -17.92% |
|---|---|
| Beta | 1.09 |
| Correlation | 77.39% |
| Downside Deviation | 3.17% |
| Coefficient of determination | 59.89% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | -1.01 |
| Sortino | -5 |
| Treynor | 6.87 |
| Ulcer Index | 4.97 |
| Ulcer Performance Index | -3.19 |