LKSMX
LKCM Small/MidCap Equity-Inst
$10.15
-0.11 (-1.07%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Growth |
---|---|
Market Cap | 33.041M |
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 | 10.15 |
Price Yesterday | 10.26 |
Market Cap | 33.04 |
YTD Return | 2.42% |
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 | 33.04M |
Shares Outstanding | 3.26M |
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 | -93.41% |
---|---|
Five Days | 101.52% |
One Months | -48.79% |
Three Months | 12.31% |
Six Months | 53.43% |
Nine Months | 13.94% |
One Year | 20.57% |
Three Years | 0.99% |
Five Years | 9.92% |
Ten Years | 8.32% |
YTD | 7.84% |
Since Inception | 8.22% |
Returns Total
One Day | -1.07% |
---|---|
Five Days | 1.40% |
One Month | -5.67% |
Three Months | 2.94% |
Six Months | 23.63% |
Nine Months | 10.33% |
One Year | 20.55% |
Three Years | 2.99% |
Five Years | 60.32% |
Ten Years | 121.95% |
YTD | 2.42% |
Since Inception | 177.78% |
Yearly Returns
2024 | 2.42% |
---|---|
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 | -9.65% |
---|---|
Beta | 1.21 |
Correlation | 89.14% |
Downside Deviation | 3.27% |
Coefficient of determination | 79.45% |
Standard Deviation | 4.60% |
Sharpe Ratio | -0.34 |
Sortino | -1.65 |
Treynor | 12.58 |
Ulcer Index | 3.97 |
Ulcer Performance Index | -1.36 |