LKSCX vs. CCASX

In the year-to-date period, LKSCX achieves a -0.38% return, which is significantly higher than CCASX's -1.42% return. Over the past 10 years, LKSCX has underperformed CCASX with an annualized return of -1.62%, while CCASX has yielded a comparatively higher 8.47% annualized return.

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LKSCX has a 1.03% expense ratio, which is lower than CCASX's 1.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for LKCM Small Cap Equity Fund (LKSCX) and Conestoga Small Cap (CCASX). 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.

The current LKSCX Sharpe Ratio is 0.16, which is lower than the CCASX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of LKSCX and CCASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither LKSCX nor CCASX has paid dividends to shareholders.

The maximum LKSCX drawdown since its inception was -67.46%, which is greater than CCASX's maximum drawdown of -49.30%. Use the drawdown chart below to compare losses from any high point for LKSCX and CCASX. For additional features, visit the drawdowns tool.

LKCM Small Cap Equity Fund (LKSCX) has a higher volatility of 3.88% compared to Conestoga Small Cap (CCASX) at 3.61%. This indicates that LKSCX's price experiences larger fluctuations and is considered to be riskier than CCASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.