LKEQX vs. ONERX

Last updated Aug 1, 2026

LKEQX (LKCM Equity Fund) and ONERX (One Rock Fund) are both Large Cap Growth Equities funds. Their 0.72 correlation means they have sometimes moved together and sometimes differently. LKEQX charges 0.80%/yr vs 1.75%/yr for ONERX.

Performance

LKEQX vs. ONERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LKCM Equity Fund (LKEQX) and One Rock Fund (ONERX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LKEQX

• 1D: 1.05%
• 1M: -0.10%
• 6M: 0.92%
• YTD: 5.00%
• 1Y: 9.13%
• 3Y*: 10.47%
• 5Y*: 5.82%
• 10Y*: 11.59%
• ALL TIME*: 8.93%

ONERX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LKEQX LKCM Equity Fund	$0.00	$0.00	$0.00

LKEQX vs. ONERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
LKEQX LKCM Equity Fund	5.00%	10.39%	14.37%	12.65%	-15.50%	22.50%	54.73%
ONERX One Rock Fund	61.33%	49.37%	21.76%	72.41%	-42.06%	45.70%	104.46%

Correlation

The correlation between LKEQX and ONERX is 0.60, 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.	0.60
Correlation (3Y) Balances recent behavior with more history.	0.67
Correlation (5Y) Shows whether the relationship held over a longer period.	0.73
Correlation (All Time) Calculated using the full available price history since Mar 13, 2020	0.72

The correlation between LKEQX and ONERX shifts across timeframes, from 0.60 (1 year) to 0.73 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

LKEQX vs. ONERX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LKEQX

LKEQX Risk / Return Rank: 15
LKEQX Sharpe Ratio Rank: 14
LKEQX Sortino Ratio Rank: 13
LKEQX Omega Ratio Rank: 13
LKEQX Calmar Ratio Rank: 15
LKEQX Martin Ratio Rank: 18

ONERX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LKEQX vs. ONERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LKCM Equity Fund (LKEQX) and One Rock Fund (ONERX). 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.

	LKEQX	ONERX	Difference
Sharpe ratio: Return per unit of total volatility	0.56	—	—
Sortino ratio: Return per unit of downside risk	0.86	—	—
Omega ratio: Gain probability vs. loss probability	1.10	—	—
Calmar ratio: Return relative to maximum drawdown	0.77	—	—
Martin ratio: Return relative to average drawdown	2.67	—	—

Drawdowns

Drawdown Indicators

	LKEQX	ONERX	Difference
Max Drawdown Largest peak-to-trough decline	-48.52%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.94%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.59%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.63%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-30.15%	—	—
Current Drawdown Current decline from peak	-2.11%	—	—
Average Drawdown Average peak-to-trough decline	-6.77%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.56%	—	—

Volatility

Volatility by Period

	LKEQX	ONERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.14%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.41%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.31%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.57%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.69%	—	—

LKEQX vs. ONERX - Expense Ratio Comparison

LKEQX has a 0.80% expense ratio, which is lower than ONERX's 1.75% expense ratio.

Dividends

LKEQX vs. ONERX - Dividend Comparison

LKEQX's dividend yield for the trailing twelve months is around 7.89%, less than ONERX's 14.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LKEQX LKCM Equity Fund	7.89%	8.28%	6.82%	1.46%	5.50%	6.83%	5.60%	4.44%	7.75%	4.87%	6.61%	2.86%
ONERX One Rock Fund	14.95%	24.12%	0.00%	0.00%	10.57%	28.88%	18.66%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LKEQX and ONERX in my portfolio?

LKEQX and ONERX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.