LKSCX vs. CCASX
Compare and contrast key facts about LKCM Small Cap Equity Fund (LKSCX) and Conestoga Small Cap (CCASX).
LKSCX is managed by LKCM. It was launched on Jul 14, 1994. CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002.
Performance
LKSCX vs. CCASX - Performance Comparison
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LKSCX vs. CCASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKSCX LKCM Small Cap Equity Fund | -4.34% | 13.22% | 15.35% | 22.57% | -22.14% | 14.54% | 34.70% | 22.68% | -5.67% | 17.08% |
CCASX Conestoga Small Cap | -8.19% | -11.00% | 8.74% | 22.13% | -28.32% | 16.02% | 30.34% | 25.18% | 0.60% | 28.42% |
Returns By Period
In the year-to-date period, LKSCX achieves a -4.34% return, which is significantly higher than CCASX's -8.19% return. Over the past 10 years, LKSCX has outperformed CCASX with an annualized return of 11.00%, while CCASX has yielded a comparatively lower 8.44% annualized return.
LKSCX
- 1D
- -1.60%
- 1M
- -8.68%
- YTD
- -4.34%
- 6M
- -0.15%
- 1Y
- 17.59%
- 3Y*
- 12.58%
- 5Y*
- 4.64%
- 10Y*
- 11.00%
CCASX
- 1D
- -0.36%
- 1M
- -10.49%
- YTD
- -8.19%
- 6M
- -10.03%
- 1Y
- -7.20%
- 3Y*
- -1.18%
- 5Y*
- -2.59%
- 10Y*
- 8.44%
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LKSCX vs. CCASX - Expense Ratio Comparison
LKSCX has a 1.03% expense ratio, which is lower than CCASX's 1.10% expense ratio.
Return for Risk
LKSCX vs. CCASX — Risk / Return Rank
LKSCX
CCASX
LKSCX vs. CCASX - Risk-Adjusted Trends Comparison
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.
| LKSCX | CCASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.33 | +1.14 |
Sortino ratioReturn per unit of downside risk | 1.28 | -0.34 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.96 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.62 | +1.72 |
Martin ratioReturn relative to average drawdown | 4.53 | -1.81 | +6.34 |
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
| LKSCX | CCASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.33 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.12 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.40 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.42 | +0.06 |
Correlation
The correlation between LKSCX and CCASX is 0.91, 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.
Dividends
LKSCX vs. CCASX - Dividend Comparison
LKSCX's dividend yield for the trailing twelve months is around 9.39%, more than CCASX's 6.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKSCX LKCM Small Cap Equity Fund | 9.39% | 8.98% | 7.27% | 2.77% | 2.43% | 15.70% | 3.86% | 5.24% | 20.61% | 19.58% | 15.37% | 14.66% |
CCASX Conestoga Small Cap | 6.08% | 5.58% | 0.00% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% |
Drawdowns
LKSCX vs. CCASX - Drawdown Comparison
The maximum LKSCX drawdown since its inception was -59.07%, which is greater than CCASX's maximum drawdown of -48.00%. Use the drawdown chart below to compare losses from any high point for LKSCX and CCASX.
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Drawdown Indicators
| LKSCX | CCASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.07% | -48.00% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -14.51% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -38.14% | +4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -43.65% | -38.14% | -5.51% |
Current DrawdownCurrent decline from peak | -9.90% | -26.26% | +16.36% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -9.11% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.97% | -1.59% |
Volatility
LKSCX vs. CCASX - Volatility Comparison
LKCM Small Cap Equity Fund (LKSCX) and Conestoga Small Cap (CCASX) have volatilities of 6.32% and 6.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LKSCX | CCASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 6.13% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 12.95% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 22.16% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 21.68% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 21.45% | +1.65% |