LKBAX vs. SIFAX
Compare and contrast key facts about LKCM Balanced Fund (LKBAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
LKBAX is managed by LKCM. It was launched on Dec 29, 1997. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
LKBAX vs. SIFAX - Performance Comparison
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LKBAX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | -1.72% | 8.44% | 10.97% | 10.85% | -13.86% | 14.01% | 15.28% | 21.86% | -2.15% | 12.88% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, LKBAX achieves a -1.72% return, which is significantly lower than SIFAX's 8.96% return. Over the past 10 years, LKBAX has outperformed SIFAX with an annualized return of 7.97%, while SIFAX has yielded a comparatively lower 3.91% annualized return.
LKBAX
- 1D
- 1.39%
- 1M
- -4.06%
- YTD
- -1.72%
- 6M
- -1.80%
- 1Y
- 6.67%
- 3Y*
- 8.68%
- 5Y*
- 4.45%
- 10Y*
- 7.97%
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
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LKBAX vs. SIFAX - Expense Ratio Comparison
LKBAX has a 0.80% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Return for Risk
LKBAX vs. SIFAX — Risk / Return Rank
LKBAX
SIFAX
LKBAX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Balanced Fund (LKBAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| LKBAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 2.03 | -1.38 |
Sortino ratioReturn per unit of downside risk | 0.98 | 2.86 | -1.87 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.40 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.49 | -2.59 |
Martin ratioReturn relative to average drawdown | 4.16 | 8.92 | -4.76 |
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
| LKBAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 2.03 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.25 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.36 | +0.20 |
Correlation
The correlation between LKBAX and SIFAX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LKBAX vs. SIFAX - Dividend Comparison
LKBAX's dividend yield for the trailing twelve months is around 6.12%, more than SIFAX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | 6.12% | 6.00% | 4.60% | 3.49% | 3.59% | 4.41% | 4.18% | 5.95% | 3.02% | 4.09% | 5.06% | 3.50% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
LKBAX vs. SIFAX - Drawdown Comparison
The maximum LKBAX drawdown since its inception was -31.40%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for LKBAX and SIFAX.
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Drawdown Indicators
| LKBAX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.40% | -23.62% | -7.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -3.07% | -5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -8.32% | -11.31% |
Max Drawdown (10Y)Largest decline over 10 years | -26.04% | -14.69% | -11.35% |
Current DrawdownCurrent decline from peak | -4.09% | -0.35% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -8.65% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.25% | +0.55% |
Volatility
LKBAX vs. SIFAX - Volatility Comparison
LKCM Balanced Fund (LKBAX) has a higher volatility of 2.99% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.04%. This indicates that LKBAX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LKBAX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 2.04% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 5.42% | 3.93% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.76% | 5.30% | +5.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.88% | 5.50% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.90% | 5.16% | +6.74% |