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    LKCM

  • LKCM Equity Fund

LKCM Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 0 0 0 0 0 0 0 0 0 0 0 0 0
1996 -1.3 5.9 0.3 6.1 2 -4.5 0.8 2.8 2.2 0.6 0.7 0.7 17
1997 -4.8 1.7 -1.7 4.9 -4.6 8 4.8 6.8 3 -2.4 -1.1 3.6 18.5
1998 6.5 3.6 4 4.4 -12.3 -3.8 2.1 -2.6 1.4 4.8 6 4.4 18.1
1999 7.9 3.3 5.9 -2.8 -3 -2.2 4.8 -0.5 5.3 4.2 -1.4 0.5 23.3
2000 4.2 -3.2 -0.8 -2.8 4.9 -0.1 0.4 -0.5 -0.4 8.3 -0.4 -4.6 0
2001 1 5.3 1.6 -7.7 -5.3 1.3 -1.3 1.9 6 -5.8 -5.9 -1.1 -10.6
2002 -5.3 5.1 6 -8.3 1.6 -6.6 -5.9 0.3 -3.3 3.4 -0.5 -0.9 0
2003 4.9 1.4 5.3 -2.1 2.9 0.9 0.2 5.7 6.9 -0.3 -1.5 -2.4 23.4
2004 2.9 3.5 0.9 1.4 -0.7 -3.3 2.2 1.7 -1.4 -1.8 1.6 0.9 7.9
2005 0.3 3.1 -2.3 0.9 -1.1 3.7 0.2 3.4 -2 -1.2 3 -2.9 4.8
2006 1.1 2.2 2.2 1.9 2.1 0.8 0 -2.7 0.9 1.8 -0.2 2 12.6
2007 0.6 -4.6 2.3 3.8 1.2 -2.4 -1.7 4.5 3.6 1.7 -0.9 2.8 11
2008 1.2 -7.5 -15.3 -6.9 1.7 1 -8.3 1.9 3.7 -0.4 -1.4 -5.4 0
2009 2.6 5.1 -2 4 2.1 7.4 -0.6 5.2 10.3 8.3 -10 -6.2 27
2010 5.8 1.1 3.8 9.3 -4.6 5.4 -6 -7.1 3.9 5.8 3.9 -3.8 17.2
2011 -0.3 0.6 12.4 -7.5 -5.2 -2.5 -1.2 -1 2.2 1.2 3.8 2 3.3
2012 1.1 1.6 -2 3 2.5 2 2.4 -6.6 -0.4 3.3 3.2 5 15.7
2013 2.7 3.3 3.4 3.3 -2.5 5.3 -1.5 2.1 0.9 3.6 1.7 5.2 30.7
2014 -0.8 1.7 1.7 -1.9 3.5 -2.9 2.9 1.8 -1.1 0.6 4.4 -3.3 6.4
2015 -2.9 1.1 8.2 -4.4 -6.3 1.1 -1.9 1.2 0.8 -1.3 6.9 -4.9 -3.5
2016 1.3 3.7 -2.6 -0.1 0.7 3.2 -0.7 2.3 2.7 6.4 0.9 -6.2 11.7
2017 0.5 2.1 3.5 3.3 0.3 0.4 2 0.5 1.6 0.8 3 2 21.7
2018 -9.2 2.6 -8 0.2 3 4 0.1 3.2 1.2 -1.5 -3.3 5.7 -3.3
2019 -0.8 3.2 1.5 1.5 -1.6 0.4 6.9 -6.6 4.2 1.6 4.4 8.3 24.3
2020 3.3 8.5 -1.7 -7.3 6 7.4 2 5.6 12.9 -11 -7.1 -0.5 16.3
2021 -3.5 -1.5 6 -4.6 2.4 2.2 2.3 0.5 11.9 4.6 -4.4 -0.9 14.7
2022 -9.4 4.9 8.4 -8.2 -3.6 8.5 -8 0.3 -6.8 3.1 -2.9 -6.1 -19.9
2023 3.7 7.7 -4.1 -5.5 -0.9 2.3 7 -2 0.6 1.7 -3.5 4.6 11
2024 -3.1 3.8 4.1 -0.3 0 0 0 0 0 0 0 0 4.4