SNIGX vs. AQEIX

Last updated Jun 24, 2026

SNIGX (SIT Large Cap Growth Fund) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, SNIGX returned 16.50%/yr vs 10.91%/yr for AQEIX. Their correlation of 0.87 suggests significant overlap in exposure. Both charge a 1.00% expense ratio.

Performance

SNIGX vs. AQEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SIT Large Cap Growth Fund (SNIGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SNIGX achieves a 2.90% return, which is significantly higher than AQEIX's -0.28% return. Over the past 10 years, SNIGX has outperformed AQEIX with an annualized return of 16.50%, while AQEIX has yielded a comparatively lower 10.91% annualized return.

SNIGX

• 1D: -1.27%
• 1M: -2.48%
• YTD: 2.90%
• 6M: 2.26%
• 1Y: 19.51%
• 3Y*: 19.10%
• 5Y*: 11.23%
• 10Y*: 16.50%

AQEIX

• 1D: -0.90%
• 1M: -2.43%
• YTD: -0.28%
• 6M: -1.01%
• 1Y: 4.75%
• 3Y*: 8.98%
• 5Y*: 4.55%
• 10Y*: 10.91%

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

SNIGX vs. AQEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SNIGX SIT Large Cap Growth Fund	2.90%	15.24%	26.21%	39.68%	-28.26%	28.39%	33.99%	32.89%	-3.28%	27.78%
AQEIX LKCM Aquinas Catholic Equity Fund	-0.28%	6.72%	13.29%	14.08%	-18.24%	25.35%	24.23%	30.51%	-8.03%	20.80%

Correlation

The correlation between SNIGX and AQEIX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.88
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996	0.87

The correlation between SNIGX and AQEIX has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.

Return for Risk

SNIGX vs. AQEIX — Risk / Return Rank

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

SNIGX

SNIGX Risk / Return Rank: 27
SNIGX Sharpe Ratio Rank: 29
SNIGX Sortino Ratio Rank: 28
SNIGX Omega Ratio Rank: 28
SNIGX Calmar Ratio Rank: 21
SNIGX Martin Ratio Rank: 27

AQEIX

AQEIX Risk / Return Rank: 7
AQEIX Sharpe Ratio Rank: 6
AQEIX Sortino Ratio Rank: 6
AQEIX Omega Ratio Rank: 6
AQEIX Calmar Ratio Rank: 8
AQEIX Martin Ratio Rank: 10

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.

SNIGX vs. AQEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

	SNIGX	AQEIX	Difference
Sharpe ratio: Return per unit of total volatility	1.44	0.47	+0.97
Sortino ratio: Return per unit of downside risk	2.01	0.72	+1.29
Omega ratio: Gain probability vs. loss probability	1.26	1.09	+0.17
Calmar ratio: Return relative to maximum drawdown	1.58	0.77	+0.80
Martin ratio: Return relative to average drawdown	5.99	2.64	+3.36

SNIGX vs. AQEIX - Sharpe Ratio Comparison

The current SNIGX Sharpe Ratio is 1.44, which is higher than the AQEIX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of SNIGX and AQEIX, 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

SNIGX vs. AQEIX - Drawdown Comparison

The maximum SNIGX drawdown since its inception was -64.95%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for SNIGX and AQEIX.

Drawdown Indicators

	SNIGX	AQEIX	Difference
Max Drawdown Largest peak-to-trough decline	-64.95%	-54.20%	-10.75%
Max Drawdown (1Y) Largest decline over 1 year	-12.99%	-7.02%	-5.97%
Max Drawdown (3Y) Largest decline over 3 years	-21.39%	-19.25%	-2.14%
Max Drawdown (5Y) Largest decline over 5 years	-32.14%	-24.51%	-7.63%
Max Drawdown (10Y) Largest decline over 10 years	-32.14%	-33.65%	+1.51%
Current Drawdown Current decline from peak	-4.42%	-3.81%	-0.61%
Average Drawdown Average peak-to-trough decline	-15.74%	-8.69%	-7.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.41%	2.05%	+1.36%

Volatility

SNIGX vs. AQEIX - Volatility Comparison

SIT Large Cap Growth Fund (SNIGX) has a higher volatility of 4.89% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 4.07%. This indicates that SNIGX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SNIGX	AQEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.89%	4.07%	+0.82%
Volatility (6M) Calculated over the trailing 6-month period	11.03%	8.51%	+2.52%
Volatility (1Y) Calculated over the trailing 1-year period	14.20%	11.44%	+2.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.19%	16.61%	+3.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.55%	18.17%	+2.38%

SNIGX vs. AQEIX - Expense Ratio Comparison

Both SNIGX and AQEIX have an expense ratio of 1.00%.

Dividends

SNIGX vs. AQEIX - Dividend Comparison

SNIGX's dividend yield for the trailing twelve months is around 2.07%, less than AQEIX's 6.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQEIX LKCM Aquinas Catholic Equity Fund	6.00%	5.98%	7.90%	2.63%	6.05%	12.61%	6.73%	10.98%	23.36%	8.24%	7.92%	7.69%
SNIGX SIT Large Cap Growth Fund	2.07%	2.13%	4.01%	1.84%	3.87%	5.89%	5.33%	9.56%	10.20%	11.95%	7.73%	29.92%

Frequently Asked Questions

Can I hold both SNIGX and AQEIX in my portfolio?

SNIGX and AQEIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SNIGX or AQEIX?

SNIGX has higher volatility (4.89%) compared to AQEIX (4.07%). In terms of maximum drawdown, SNIGX dropped -64.95% vs AQEIX's -54.20%.

Which has better risk-adjusted returns?

SNIGX currently has the higher Sharpe Ratio (1.44 vs 0.47), 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.