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 | 0.7 | 0.7 | 0.59 | 2.16 | 2.78 | 0.84 | -4.54 | 2.04 | 6.08 | 0.27 | 5.9 | -1.27 | 17 |
| 1997 | 3.56 | -1.13 | -2.37 | 2.97 | 6.81 | 4.82 | 8.03 | -4.62 | 4.92 | -1.73 | 1.69 | -4.84 | 18.5 |
| 1998 | 4.42 | 5.99 | 4.8 | 1.37 | -2.63 | 2.08 | -3.8 | -12.33 | 4.42 | 4 | 3.63 | 6.49 | 18.1 |
| 1999 | 0.49 | -1.38 | 4.21 | 5.25 | -0.51 | 4.76 | -2.21 | -2.95 | -2.84 | 5.86 | 3.32 | 7.9 | 23.3 |
| 2000 | -4.63 | -0.35 | 8.26 | -0.39 | -0.52 | 0.39 | -0.07 | 4.85 | -2.75 | -0.84 | -3.18 | 4.19 | 4.3 |
| 2001 | -1.06 | -5.87 | -5.75 | 6.02 | 1.87 | -1.27 | 1.29 | -5.33 | -7.74 | 1.55 | 5.3 | 0.98 | -10.6 |
| 2002 | -0.85 | -0.51 | 3.36 | -3.34 | 0.26 | -5.85 | -6.58 | 1.57 | -8.29 | 5.99 | 5.05 | -5.31 | -14.7 |
| 2003 | -2.4 | -1.54 | -0.31 | 6.9 | 5.68 | 0.19 | 0.92 | 2.93 | -2.14 | 5.27 | 1.38 | 4.88 | 23.4 |
| 2004 | 0.9 | 1.62 | -1.83 | -1.38 | 1.65 | 2.19 | -3.25 | -0.74 | 1.4 | 0.9 | 3.47 | 2.92 | 7.9 |
| 2005 | -2.9 | 2.99 | -1.22 | -2.01 | 3.39 | 0.15 | 3.73 | -1.1 | 0.89 | -2.28 | 3.09 | 0.26 | 4.8 |
| 2006 | 2.03 | -0.22 | 1.77 | 0.94 | -2.73 | 0 | 0.81 | 2.05 | 1.94 | 2.18 | 2.21 | 1.09 | 12.7 |
| 2007 | 2.84 | -0.94 | 1.7 | 3.61 | 4.52 | -1.67 | -2.39 | 1.22 | 3.75 | 2.27 | -4.61 | 0.58 | 11 |
| 2008 | -5.4 | -1.44 | -0.42 | 3.71 | 1.89 | -8.28 | 1.01 | 1.65 | -6.9 | -15.27 | -7.49 | 1.19 | -31.8 |
| 2009 | -6.2 | -10.01 | 8.26 | 10.28 | 5.19 | -0.55 | 7.44 | 2.05 | 4.02 | -2.01 | 5.09 | 2.59 | 27 |
| 2010 | -3.84 | 3.91 | 5.76 | 3.85 | -7.07 | -5.95 | 5.44 | -4.56 | 9.31 | 3.78 | 1.12 | 5.8 | 17.2 |
| 2011 | 1.98 | 3.81 | 1.24 | 2.21 | -0.96 | -1.21 | -2.46 | -5.23 | -7.51 | 12.37 | 0.64 | -0.28 | 3.3 |
| 2012 | 5.02 | 3.23 | 3.31 | -0.35 | -6.6 | 2.38 | 1.96 | 2.46 | 3.04 | -1.99 | 1.62 | 1.11 | 15.7 |
| 2013 | 5.22 | 1.73 | 3.55 | 0.87 | 2.13 | -1.54 | 5.3 | -2.49 | 3.29 | 3.38 | 3.27 | 2.7 | 30.7 |
| 2014 | -3.25 | 4.42 | 0.57 | -1.1 | 1.77 | 2.88 | -2.92 | 3.49 | -1.86 | 1.68 | 1.65 | -0.76 | 6.4 |
| 2015 | -4.87 | 6.87 | -1.25 | 0.83 | 1.17 | -1.88 | 1.05 | -6.3 | -4.42 | 8.15 | 1.07 | -2.92 | -3.5 |
| 2016 | -6.17 | 0.9 | 6.42 | 2.74 | 2.3 | -0.71 | 3.2 | 0.65 | -0.09 | -2.57 | 3.65 | 1.33 | 11.7 |
| 2017 | 2.01 | 3.02 | 0.76 | 1.64 | 0.5 | 1.98 | 0.44 | 0.28 | 3.25 | 3.46 | 2.07 | 0.46 | 21.7 |
| 2018 | 5.73 | -3.34 | -1.5 | 1.15 | 3.21 | 0.11 | 3.95 | 2.99 | 0.17 | -7.97 | 2.55 | -9.16 | -3.3 |
| 2019 | 8.27 | 4.39 | 1.55 | 4.22 | -6.55 | 6.9 | 0.36 | -1.61 | 1.45 | 1.47 | 3.21 | -0.82 | 24.3 |
| 2020 | 5.97 | 7.37 | 2.04 | 5.64 | 12.86 | -11.03 | -7.07 | -0.52 | -7.26 | -1.73 | 8.49 | 3.29 | 16.3 |
| 2021 | -0.92 | -4.37 | 4.6 | 11.88 | 0.53 | 2.26 | 2.18 | 2.39 | -4.62 | 6.04 | -1.5 | -3.49 | 14.7 |
| 2022 | -6.05 | -2.86 | 3.09 | -6.76 | 0.27 | -7.96 | 8.49 | -3.56 | -8.21 | 8.38 | 4.91 | -9.39 | -19.9 |
| 2023 | 4.55 | -3.52 | 1.73 | 0.63 | -2.03 | 7.02 | 2.32 | -0.93 | -5.5 | -4.11 | 7.69 | 3.68 | 11 |
| 2024 | -0.26 | 14.7 |