LKEQX
LKCM Equity
$35.23
-0.12 (-0.34%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 490.363M |
52 Week High | 37.08 |
52 Week Low | 29.926 |
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Key Data
Symbol | LKEQX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 35.23 |
Price Yesterday | 35.35 |
Market Cap | 490.36 |
YTD Return | 2.38% |
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 | 37.08 |
---|---|
52 Week Low | 29.93 |
Market Cap | 490.36M |
Shares Outstanding | 13.92M |
Income Dividend Yield | 0.87% |
Long Term Dividend Yield | 0.55% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.42% |
Returns Annualized
One Day | -57.59% |
---|---|
Five Days | -82.54% |
One Months | -24.64% |
Three Months | 13.81% |
Six Months | 24.68% |
Nine Months | 6.40% |
One Year | 11.63% |
Three Years | 2.51% |
Five Years | 10.10% |
Ten Years | 9.87% |
YTD | 8.24% |
Since Inception | 8.91% |
Returns Total
One Day | -0.34% |
---|---|
Five Days | -3.40% |
One Month | -2.44% |
Three Months | 3.28% |
Six Months | 11.55% |
Nine Months | 4.78% |
One Year | 11.62% |
Three Years | 7.72% |
Five Years | 61.56% |
Ten Years | 155.90% |
YTD | 2.38% |
Since Inception | 998.88% |
Yearly Returns
2024 | 2.38% |
---|---|
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 | -9.98% |
---|---|
Beta | 0.95 |
Correlation | 95.35% |
Downside Deviation | 2.88% |
Coefficient of determination | 90.91% |
Standard Deviation | 3.38% |
Sharpe Ratio | -0.93 |
Sortino | -3.78 |
Treynor | 6.61 |
Ulcer Index | 3.55 |
Ulcer Performance Index | -3.07 |