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Nasdaq - Delayed Quote USD

LKCM Small Cap Equity Instl (LKSCX)

18.98
+0.15
+(0.80%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.46%
5y Average Return 14.12%
Number of Years Up 22
Number of Years Down 8
Best 1Y Total Return (Apr 28, 2025) 35.11%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 35.11%
Worst 3Y Total Return -0.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LKSCX
Category
YTD
-7.89%
12.40%
1-Month
-5.37%
3.37%
3-Month
-7.89%
4.88%
1-Year
-2.55%
55.69%
3-Year
3.86%
19.34%
5-Year
17.74%
20.72%
10-Year
7.69%
13.98%
Last Bull Market
19.56%
27.85%
Last Bear Market
-17.01%
-24.06%

Annual Total Return (%) History

Year
LKSCX
Category
2025
--
--
2024
15.45%
--
2023
22.57%
--
2022
-22.11%
--
2021
14.49%
--
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
--
-0.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.89% -- -- --
2024 9.11% -4.74% 5.17% 5.60%
2023 7.33% 5.58% -3.40% 11.97%
2022 -9.38% -17.01% -2.65% 6.39%
2021 8.87% 8.02% -2.70% 0.06%
2020 -30.75% 37.01% 7.79% 31.80%
2019 14.87% 3.93% -5.01% 8.19%
2018 1.36% 8.99% 8.05% -21.00%
2017 4.68% 2.28% 5.06% 4.04%
2016 -4.33% 5.00% 4.16% 4.43%

2015 4.37% 2.59% -11.15% -0.75%
2014 -1.34% 0.61% -9.42% 7.77%
2013 8.99% 2.75% 11.14% 8.56%
2012 13.59% -7.29% 5.75% -1.45%
2011 12.66% 2.44% -19.96% 13.10%
2010 8.91% -8.86% 14.28% 17.24%
2009 -9.23% 18.90% 17.03% 4.53%
2008 -10.33% -0.11% -5.80% -27.54%
2007 1.41% 5.79% -1.99% -5.62%
2006 15.91% -6.74% 0.13% 6.23%
2005 -1.12% 4.38% 7.95% 2.69%
2004 4.35% 7.60% -1.82% 10.75%
2003 -4.92% 16.15% 8.14% 12.80%
2002 7.98% -4.28% -15.67% 1.21%
2001 -4.59% 8.51% -7.33% 12.05%
2000 6.42% -0.05% -2.24% 7.11%
1999 -2.42% 12.58% -3.53% 10.23%
1998 9.35% -5.58% -18.98% 12.05%
1997 -1.97% 14.52% 15.87% -5.39%
1996 8.93% 8.27% 1.66% 5.88%
1995 7.90% 7.41% 8.38% 6.06%
1994 -0.66% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 14
3-Month 20
1-Year 31
3-Year 10
5-Year 7

Load Adjusted Returns

1-Year -2.55%
3-Year 3.86%
5-Year 17.74%
10-Year 7.69%

Performance & Risk

YTD Return -10.46%
5y Average Return 14.12%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family LKCM
Net Assets 267.89M
YTD Return -7.89%
Yield 0.00%
Morningstar Rating
Inception Date Jul 14, 1994

Fund Summary

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation.

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