SIDCX vs. LKFIX

Last updated Jun 23, 2026

SIDCX (SEI Institutional Investments Trust Intermediate Duration Credit Fund) and LKFIX (LKCM Fixed Income Fund) are both Corporate Bonds funds. Over the past 10 years, SIDCX returned 2.25%/yr vs 2.06%/yr for LKFIX. Their correlation of 0.81 suggests significant overlap in exposure. SIDCX charges 0.32%/yr vs 0.50%/yr for LKFIX.

Performance

SIDCX vs. LKFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) and LKCM Fixed Income Fund (LKFIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SIDCX achieves a 0.60% return, which is significantly higher than LKFIX's 0.28% return. Over the past 10 years, SIDCX has outperformed LKFIX with an annualized return of 2.25%, while LKFIX has yielded a comparatively lower 2.06% annualized return.

SIDCX

• 1D: 0.23%
• 1M: 0.98%
• YTD: 0.60%
• 6M: 1.00%
• 1Y: 5.25%
• 3Y*: 4.62%
• 5Y*: -0.21%
• 10Y*: 2.25%

LKFIX

• 1D: 0.09%
• 1M: 0.57%
• YTD: 0.28%
• 6M: 0.56%
• 1Y: 3.75%
• 3Y*: 4.54%
• 5Y*: 1.65%
• 10Y*: 2.06%

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

SIDCX vs. LKFIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund	0.60%	7.40%	1.92%	6.58%	-15.78%	-1.66%	10.68%	12.43%	-1.61%	5.66%
LKFIX LKCM Fixed Income Fund	0.28%	6.66%	3.06%	4.98%	-5.63%	-1.54%	4.29%	6.71%	0.26%	2.15%

Correlation

The correlation between SIDCX and LKFIX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (10Y) Calculated over the trailing 10-year period	0.82
Correlation (All Time) Calculated using the full available price history since Apr 1, 2015	0.81

The correlation between SIDCX and LKFIX has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.

Return for Risk

SIDCX vs. LKFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SIDCX

SIDCX Risk / Return Rank: 22
SIDCX Sharpe Ratio Rank: 21
SIDCX Sortino Ratio Rank: 23
SIDCX Omega Ratio Rank: 20
SIDCX Calmar Ratio Rank: 24
SIDCX Martin Ratio Rank: 23

LKFIX

LKFIX Risk / Return Rank: 34
LKFIX Sharpe Ratio Rank: 33
LKFIX Sortino Ratio Rank: 36
LKFIX Omega Ratio Rank: 34
LKFIX Calmar Ratio Rank: 37
LKFIX Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SIDCX vs. LKFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) and LKCM Fixed Income Fund (LKFIX). 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.

	SIDCX	LKFIX	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.53	-0.29
Sortino ratio: Return per unit of downside risk	1.86	2.33	-0.47
Omega ratio: Gain probability vs. loss probability	1.22	1.29	-0.07
Calmar ratio: Return relative to maximum drawdown	1.71	2.19	-0.48
Martin ratio: Return relative to average drawdown	5.21	6.64	-1.43

SIDCX vs. LKFIX - Sharpe Ratio Comparison

The current SIDCX Sharpe Ratio is 1.24, which is comparable to the LKFIX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of SIDCX and LKFIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SIDCX vs. LKFIX - Drawdown Comparison

The maximum SIDCX drawdown since its inception was -21.47%, which is greater than LKFIX's maximum drawdown of -8.97%. Use the drawdown chart below to compare losses from any high point for SIDCX and LKFIX.

Drawdown Indicators

	SIDCX	LKFIX	Difference
Max Drawdown Largest peak-to-trough decline	-21.47%	-8.97%	-12.50%
Max Drawdown (1Y) Largest decline over 1 year	-3.10%	-1.76%	-1.34%
Max Drawdown (3Y) Largest decline over 3 years	-6.38%	-2.19%	-4.19%
Max Drawdown (5Y) Largest decline over 5 years	-21.39%	-8.60%	-12.79%
Max Drawdown (10Y) Largest decline over 10 years	-21.47%	-8.97%	-12.50%
Current Drawdown Current decline from peak	-2.80%	-0.74%	-2.06%
Average Drawdown Average peak-to-trough decline	-5.21%	-1.12%	-4.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.01%	0.58%	+0.43%

Volatility

SIDCX vs. LKFIX - Volatility Comparison

SEI Institutional Investments Trust Intermediate Duration Credit Fund (SIDCX) has a higher volatility of 1.33% compared to LKCM Fixed Income Fund (LKFIX) at 0.85%. This indicates that SIDCX's price experiences larger fluctuations and is considered to be riskier than LKFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SIDCX	LKFIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.33%	0.85%	+0.48%
Volatility (6M) Calculated over the trailing 6-month period	3.24%	1.91%	+1.33%
Volatility (1Y) Calculated over the trailing 1-year period	4.27%	2.52%	+1.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.42%	2.99%	+3.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.71%	2.64%	+3.07%

SIDCX vs. LKFIX - Expense Ratio Comparison

SIDCX has a 0.32% expense ratio, which is lower than LKFIX's 0.50% expense ratio.

Dividends

SIDCX vs. LKFIX - Dividend Comparison

SIDCX's dividend yield for the trailing twelve months is around 4.70%, more than LKFIX's 3.69% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LKFIX LKCM Fixed Income Fund	3.69%	3.57%	3.03%	2.28%	1.57%	1.36%	1.74%	2.27%	2.26%	2.04%	2.18%	2.78%
SIDCX SEI Institutional Investments Trust Intermediate Duration Credit Fund	4.70%	4.61%	4.20%	2.99%	2.36%	3.57%	4.93%	3.07%	3.16%	2.77%	2.75%	1.89%

Frequently Asked Questions

Can I hold both SIDCX and LKFIX in my portfolio?

SIDCX and LKFIX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SIDCX or LKFIX?

SIDCX has higher volatility (1.33%) compared to LKFIX (0.85%). In terms of maximum drawdown, SIDCX dropped -21.47% vs LKFIX's -8.97%.

Which has better risk-adjusted returns?

LKFIX currently has the higher Sharpe Ratio (1.53 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.