LKBAX vs. LKINX
LKBAX (LKCM Balanced Fund) and LKINX (LKCM International Equity Fund) are both mutual funds - LKBAX is a Diversified Portfolio fund managed by LKCM, while LKINX is a Foreign Large Cap Equities fund managed by LKCM. Over the past 5 years, LKBAX returned 4.32%/yr vs 5.45%/yr for LKINX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. LKBAX charges 0.80%/yr vs 1.00%/yr for LKINX.
Performance
LKBAX vs. LKINX - Performance Comparison
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Returns By Period
In the year-to-date period, LKBAX achieves a 3.91% return, which is significantly lower than LKINX's 10.46% return.
LKBAX
- 1D
- 0.97%
- 1M
- 1.89%
- 6M
- 2.71%
- YTD
- 3.91%
- 1Y
- 5.92%
- 3Y*
- 9.26%
- 5Y*
- 4.32%
- 10Y*
- 8.01%
- ALL TIME*
- 6.90%
LKINX
- 1D
- 0.46%
- 1M
- -0.29%
- 6M
- 6.15%
- YTD
- 10.46%
- 1Y
- 18.61%
- 3Y*
- 12.74%
- 5Y*
- 5.45%
- 10Y*
- —
- ALL TIME*
- 9.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
LKBAX LKCM Balanced Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
LKBAX vs. LKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | 3.91% | 8.44% | 10.97% | 10.85% | -13.86% | 14.01% | 15.28% | 7.63% |
LKINX LKCM International Equity Fund | 10.46% | 21.87% | 4.83% | 16.10% | -20.54% | 18.00% | 14.45% | 10.97% |
Correlation
The correlation between LKBAX and LKINX is 0.74, 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. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.79 |
The correlation between LKBAX and LKINX has been stable across timeframes, ranging from 0.74 to 0.79 - a consistent structural relationship.
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Return for Risk
LKBAX vs. LKINX — Risk / Return Rank
LKBAX
LKINX
LKBAX vs. LKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Balanced Fund (LKBAX) 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.
| LKBAX | LKINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.05 | -0.84 |
| Martin ratioReturn relative to average drawdown | 4.62 | 7.51 | -2.89 |
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Drawdowns
LKBAX vs. LKINX - Drawdown Comparison
The maximum LKBAX drawdown since its inception was -31.40%, smaller than the maximum LKINX drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for LKBAX and LKINX.
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Drawdown Indicators
| LKBAX | LKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.40% | -35.00% | +3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -5.71% | -9.54% | +3.83% |
Max Drawdown (3Y)Largest decline over 3 years | -11.65% | -13.41% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -33.95% | +14.32% |
Max Drawdown (10Y)Largest decline over 10 years | -26.04% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.91% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -7.33% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 2.60% | -1.10% |
Volatility
LKBAX vs. LKINX - Volatility Comparison
The current volatility for LKCM Balanced Fund (LKBAX) is 2.00%, while LKCM International Equity Fund (LKINX) has a volatility of 3.09%. This indicates that LKBAX 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
| LKBAX | LKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.00% | 3.09% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 5.66% | 11.18% | -5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.31% | 13.64% | -6.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.86% | 17.32% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.86% | 19.39% | -7.53% |
LKBAX vs. LKINX - Expense Ratio Comparison
LKBAX has a 0.80% expense ratio, which is lower than LKINX's 1.00% expense ratio.
Dividends
LKBAX vs. LKINX - Dividend Comparison
LKBAX'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | 5.82% | 6.00% | 4.60% | 3.49% | 3.59% | 4.41% | 4.18% | 5.95% | 3.02% | 4.09% | 5.06% | 3.50% |
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
LKBAX and LKINX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LKINX has higher volatility (3.09%) compared to LKBAX (2.00%). In terms of maximum drawdown, LKBAX dropped -31.40% vs LKINX's -35.00%.
LKINX currently has the higher Sharpe Ratio (1.44 vs 0.95), 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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