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LKCM Aquinas Catholic Equity Fund (AQEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.45+0.06 (+0.33%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.28%
5-Year Average Return11.00%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)33.60%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return33.60%
Worst 3-Yr Total Return2.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAQEIXCategory
YTD9.74%12.38%
1-Month2.34%5.09%
3-Month1.72%10.28%
1-Year14.95%41.70%
3-Year4.04%22.56%
5-Year11.22%21.98%
10-Year9.22%15.99%
Last Bull Market21.14%25.99%
Last Bear Market-15.95%-17.29%

Annual Total Return (%) History

Year
AQEIXCategory
2024
N/AN/A
2023
14.07%N/A
2022
-18.17%N/A
2021
25.34%N/A
2020
24.28%35.86%
2019
31.16%31.90%
2018
-7.96%-2.09%
2017
20.79%27.67%
2016
9.52%3.23%
2015
-3.28%3.60%
2014
2.73%10.00%
2013
33.60%33.92%
2012
12.01%15.34%
2011
0.46%-2.46%
2010
17.25%15.53%
2009
32.94%35.68%
2008
-37.34%-40.67%
2007
8.05%13.35%
2006
16.51%7.05%
2005
N/A6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.89%1.72%N/AN/A
20232.13%6.64%-2.93%7.91%
2022-4.92%-15.95%-4.23%6.92%
20216.10%7.47%1.05%8.77%
2020-19.79%24.01%8.34%15.32%
201915.86%6.14%1.46%5.13%
20180.29%4.06%6.41%-17.12%
20175.06%3.46%2.51%8.40%
20160.66%0.72%4.62%3.26%
20151.13%1.88%-9.67%3.92%
20141.06%3.74%-4.14%2.22%
201311.35%2.91%8.12%7.82%
20129.28%-6.26%7.83%1.41%
20117.02%-1.62%-17.00%14.97%
20104.07%-10.75%11.84%12.86%
2009-7.61%16.73%16.15%6.12%
2008-7.19%-2.47%-4.56%-27.46%
20073.14%6.36%0.60%-2.09%
20064.98%-0.78%4.55%6.98%
20050.99%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month90
3-Month83
1-Year97
3-Year78
5-Year86

Load Adjusted Returns

1-Year14.95%
3-Year4.04%
5-Year11.22%
10-Year9.22%