CPUIX vs. LKFIX
Compare and contrast key facts about AAM/Insight Select Income Fund (CPUIX) and LKCM Fixed Income Fund (LKFIX).
CPUIX is managed by AAM. It was launched on Apr 19, 2013. LKFIX is managed by LKCM. It was launched on Dec 30, 1997.
Performance
CPUIX vs. LKFIX - Performance Comparison
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CPUIX vs. LKFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | -1.12% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
LKFIX LKCM Fixed Income Fund | -0.38% | 6.66% | 3.06% | 4.98% | -5.63% | -1.54% | 4.29% | 6.71% | 0.26% | 2.15% |
Returns By Period
In the year-to-date period, CPUIX achieves a -1.12% return, which is significantly lower than LKFIX's -0.38% return. Over the past 10 years, CPUIX has outperformed LKFIX with an annualized return of 2.85%, while LKFIX has yielded a comparatively lower 2.12% annualized return.
CPUIX
- 1D
- 0.54%
- 1M
- -2.67%
- YTD
- -1.12%
- 6M
- -0.21%
- 1Y
- 4.35%
- 3Y*
- 4.22%
- 5Y*
- 0.43%
- 10Y*
- 2.85%
LKFIX
- 1D
- 0.37%
- 1M
- -1.40%
- YTD
- -0.38%
- 6M
- 0.74%
- 1Y
- 4.24%
- 3Y*
- 4.24%
- 5Y*
- 1.60%
- 10Y*
- 2.12%
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CPUIX vs. LKFIX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than LKFIX's 0.50% expense ratio.
Return for Risk
CPUIX vs. LKFIX — Risk / Return Rank
CPUIX
LKFIX
CPUIX vs. LKFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/Insight Select Income Fund (CPUIX) and LKCM Fixed Income Fund (LKFIX). 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.
| CPUIX | LKFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.51 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.19 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.57 | -1.28 |
Martin ratioReturn relative to average drawdown | 4.28 | 10.06 | -5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPUIX | LKFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.51 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.55 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.81 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.25 | -0.63 |
Correlation
The correlation between CPUIX and LKFIX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CPUIX vs. LKFIX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.78%, more than LKFIX's 3.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 4.78% | 3.53% | 3.81% | 3.61% | 3.98% | 3.15% | 3.83% | 3.19% | 3.80% | 3.12% | 3.21% | 3.29% |
LKFIX LKCM Fixed Income Fund | 3.71% | 3.57% | 3.03% | 2.28% | 1.57% | 1.36% | 1.74% | 2.27% | 2.26% | 2.04% | 2.18% | 2.78% |
Drawdowns
CPUIX vs. LKFIX - Drawdown Comparison
The maximum CPUIX drawdown since its inception was -22.37%, which is greater than LKFIX's maximum drawdown of -8.97%. Use the drawdown chart below to compare losses from any high point for CPUIX and LKFIX.
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Drawdown Indicators
| CPUIX | LKFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -8.97% | -13.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.37% | -1.76% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -8.60% | -13.77% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -8.97% | -13.40% |
Current DrawdownCurrent decline from peak | -3.31% | -1.40% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -1.12% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.45% | +0.57% |
Volatility
CPUIX vs. LKFIX - Volatility Comparison
AAM/Insight Select Income Fund (CPUIX) has a higher volatility of 1.79% compared to LKCM Fixed Income Fund (LKFIX) at 1.10%. This indicates that CPUIX's price experiences larger fluctuations and is considered to be riskier than LKFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPUIX | LKFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 1.10% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 1.66% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 2.82% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.96% | 2.94% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 2.62% | +2.88% |