LKSMX
LKCM Small/MidCap Equity-Inst
$9.78
-0.09 (-0.91%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 32.54M |
| 52 Week High | 10.88 |
| 52 Week Low | 8.12 |
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Key Data
| Symbol | LKSMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 9.78 |
| Price Yesterday | 9.87 |
| Market Cap | 32.54 |
| YTD Return | -1.31% |
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 | 10.88 |
|---|---|
| 52 Week Low | 8.12 |
| Market Cap | 32.54M |
| Shares Outstanding | 3.33M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -90.08% |
|---|---|
| Five Days | -14.32% |
| One Months | -10.91% |
| Three Months | -29.30% |
| Six Months | 3.19% |
| Nine Months | 17.83% |
| One Year | 10.90% |
| Three Years | -0.58% |
| Five Years | 8.87% |
| Ten Years | 7.63% |
| YTD | -2.53% |
| Since Inception | 7.78% |
Returns Total
| One Day | -0.91% |
|---|---|
| Five Days | -0.31% |
| One Month | -0.91% |
| Three Months | -8.17% |
| Six Months | 1.56% |
| Nine Months | 12.93% |
| One Year | 10.88% |
| Three Years | -1.71% |
| Five Years | 52.76% |
| Ten Years | 108.17% |
| YTD | -1.31% |
| Since Inception | 167.65% |
Yearly Returns
| 2024 | -1.31% |
|---|---|
| 2023 | 25.76% |
| 2022 | -22.12% |
| 2021 | 15.37% |
| 2020 | 30.66% |
| 2019 | 31.04% |
| 2018 | -8.89% |
| 2017 | 24.13% |
| 2016 | 1.16% |
| 2015 | -1.39% |
Risk against SP-DA
| Alpha | -16.09% |
|---|---|
| Beta | 0.93 |
| Correlation | 67.44% |
| Downside Deviation | 3.45% |
| Coefficient of determination | 45.48% |
| Standard Deviation | 4.42% |
| Sharpe Ratio | -1.16 |
| Sortino | -5.17 |
| Treynor | 5.96 |
| Ulcer Index | 5.27 |
| Ulcer Performance Index | -3.38 |