LKEQX vs. YACKX
Compare and contrast key facts about LKCM Equity Fund (LKEQX) and AMG Yacktman Fund (YACKX).
LKEQX is managed by LKCM. It was launched on Jan 3, 1996. YACKX is managed by AMG. It was launched on Jul 6, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LKEQX or YACKX.
Key characteristics
| LKEQX | YACKX | |
|---|---|---|
| YTD Return | 7.70% | 7.16% |
| 1Y Return | 18.64% | 19.53% |
| 3Y Return (Ann) | 4.15% | 6.43% |
| 5Y Return (Ann) | 11.44% | 11.34% |
| 10Y Return (Ann) | 10.48% | 9.93% |
| Sharpe Ratio | 1.68 | 1.69 |
| Daily Std Dev | 11.44% | 11.93% |
| Max Drawdown | -48.52% | -55.37% |
| Current Drawdown | -0.05% | -0.40% |
Correlation
The correlation between LKEQX and YACKX 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.
Performance
LKEQX vs. YACKX - Performance Comparison
In the year-to-date period, LKEQX achieves a 7.70% return, which is significantly higher than YACKX's 7.16% return. Over the past 10 years, LKEQX has outperformed YACKX with an annualized return of 10.48%, while YACKX has yielded a comparatively lower 9.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LKEQX vs. YACKX - Expense Ratio Comparison
LKEQX has a 0.80% expense ratio, which is higher than YACKX's 0.71% expense ratio.
Risk-Adjusted Performance
LKEQX vs. YACKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Equity Fund (LKEQX) and AMG Yacktman Fund (YACKX). 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.
Dividends
LKEQX vs. YACKX - Dividend Comparison
LKEQX's dividend yield for the trailing twelve months is around 1.35%, less than YACKX's 4.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | 1.35% | 1.46% | 5.50% | 6.83% | 5.60% | 4.44% | 7.75% | 4.87% | 6.61% | 2.86% | 4.74% | 2.65% |
YACKX AMG Yacktman Fund | 4.10% | 4.39% | 7.35% | 3.72% | 10.82% | 9.31% | 23.06% | 10.67% | 8.57% | 13.66% | 4.39% | 3.74% |
Drawdowns
LKEQX vs. YACKX - Drawdown Comparison
The maximum LKEQX drawdown since its inception was -48.52%, smaller than the maximum YACKX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for LKEQX and YACKX. For additional features, visit the drawdowns tool.
Volatility
LKEQX vs. YACKX - Volatility Comparison
LKCM Equity Fund (LKEQX) has a higher volatility of 3.09% compared to AMG Yacktman Fund (YACKX) at 2.51%. This indicates that LKEQX's price experiences larger fluctuations and is considered to be riskier than YACKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.