LKSCX
LKCM SmallCap Equity-Inst
$20.43
-0.13 (-0.63%)
Currency in USD / Last Updated: 5/10/2024
Category | Small Cap Growth |
---|---|
Market Cap | 253.017M |
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 | 20.43 |
Price Yesterday | 20.56 |
Market Cap | 253.02 |
YTD Return | 4.61% |
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 | 253.02M |
Shares Outstanding | 12.38M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 2.65% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.65% |
Returns Annualized
One Day | -79.81% |
---|---|
Five Days | 77.04% |
One Months | -7.53% |
Three Months | 9.99% |
Six Months | 44.25% |
Nine Months | 18.61% |
One Year | 23.13% |
Three Years | 1.77% |
Five Years | 9.66% |
Ten Years | 8.47% |
YTD | 13.30% |
Since Inception | 10.35% |
Returns Total
One Day | -0.63% |
---|---|
Five Days | 1.14% |
One Month | -0.68% |
Three Months | 2.41% |
Six Months | 19.73% |
Nine Months | 13.64% |
One Year | 23.11% |
Three Years | 5.39% |
Five Years | 58.48% |
Ten Years | 125.17% |
YTD | 4.61% |
Since Inception | 1,679.62% |
Yearly Returns
2024 | 4.61% |
---|---|
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 | -12.64% |
---|---|
Beta | 1.33 |
Correlation | 93.94% |
Downside Deviation | 3.29% |
Coefficient of determination | 88.25% |
Standard Deviation | 4.74% |
Sharpe Ratio | -0.31 |
Sortino | -1.55 |
Treynor | 13.36 |
Ulcer Index | 4.58 |
Ulcer Performance Index | -1.12 |