AQEIX vs. LKINX
AQEIX (LKCM Aquinas Catholic Equity Fund) and LKINX (LKCM International Equity Fund) are both mutual funds - AQEIX is a Large Cap Growth Equities fund managed by LKCM, while LKINX is a Foreign Large Cap Equities fund managed by LKCM. Over the past 5 years, AQEIX returned 4.48%/yr vs 5.72%/yr for LKINX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. Both charge a 1.00% expense ratio.
Performance
AQEIX vs. LKINX - Performance Comparison
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Returns By Period
In the year-to-date period, AQEIX achieves a 2.82% return, which is significantly lower than LKINX's 10.27% return.
AQEIX
- 1D
- 0.55%
- 1M
- 1.00%
- 6M
- 0.89%
- YTD
- 2.82%
- 1Y
- 4.90%
- 3Y*
- 8.07%
- 5Y*
- 4.48%
- 10Y*
- 10.52%
- ALL TIME*
- 7.55%
LKINX
- 1D
- 1.40%
- 1M
- -0.46%
- 6M
- 6.36%
- YTD
- 10.27%
- 1Y
- 19.28%
- 3Y*
- 11.60%
- 5Y*
- 5.72%
- 10Y*
- —
- ALL TIME*
- 9.66%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AQEIX vs. LKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 2.82% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 6.94% |
LKINX LKCM International Equity Fund | 10.27% | 21.87% | 4.83% | 16.10% | -20.54% | 18.00% | 14.45% | 10.97% |
Correlation
The correlation between AQEIX and LKINX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.77 |
The correlation between AQEIX and LKINX has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.
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Return for Risk
AQEIX vs. LKINX — Risk / Return Rank
AQEIX
LKINX
AQEIX vs. LKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Aquinas Catholic Equity Fund (AQEIX) and LKCM International Equity Fund (LKINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AQEIX | LKINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.82 | -1.46 |
| Martin ratioReturn relative to average drawdown | 1.17 | 6.67 | -5.50 |
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Drawdowns
AQEIX vs. LKINX - Drawdown Comparison
The maximum AQEIX drawdown since its inception was -54.20%, which is greater than LKINX's maximum drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for AQEIX and LKINX.
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Drawdown Indicators
| AQEIX | LKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.20% | -35.00% | -19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.02% | -9.54% | +2.52% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -13.41% | -5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -33.95% | +9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | — | — |
Current DrawdownCurrent decline from peak | -0.82% | -1.08% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -7.33% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.60% | -0.41% |
Volatility
AQEIX vs. LKINX - Volatility Comparison
The current volatility for LKCM Aquinas Catholic Equity Fund (AQEIX) is 2.94%, while LKCM International Equity Fund (LKINX) has a volatility of 3.42%. This indicates that AQEIX experiences smaller price fluctuations and is considered to be less risky than LKINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AQEIX | LKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.42% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 11.24% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.54% | 13.73% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 17.32% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 19.40% | -1.36% |
AQEIX vs. LKINX - Expense Ratio Comparison
Both AQEIX and LKINX have an expense ratio of 1.00%.
Dividends
AQEIX vs. LKINX - Dividend Comparison
AQEIX's dividend yield for the trailing twelve months is around 5.82%, more than LKINX's 1.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 5.82% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
LKINX LKCM International Equity Fund | 1.19% | 1.32% | 1.40% | 1.45% | 4.00% | 1.24% | 0.19% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AQEIX and LKINX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LKINX has higher volatility (3.42%) compared to AQEIX (2.94%). In terms of maximum drawdown, AQEIX dropped -54.20% vs LKINX's -35.00%.
LKINX currently has the higher Sharpe Ratio (1.27 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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