LKCM Balanced Fund Institutional (LKBAX)

29.33 -0.14 (-0.48%) USD  |  Dec 13 2024
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LKBAX 1 Year Total Returns (Daily): 15.46% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

View 1 Year Total Returns (Daily) for LKBAX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

View 1 Year Total Returns (Daily) Range, Past 5 Years
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1 Year Total Returns (Daily) Benchmarks

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Touchstone Balanced Fund Y 17.06%
Green Century Balanced Fund Individual Investor 14.00%
Fidelity Puritan Fund 23.87%
VALIC Company Asset Allocation Fund 19.21%
Fidelity Balanced Fund 20.40%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -0.27%
3 Month Total Returns (Daily) 3.06%
6 Month Total Returns (Daily) 7.20%
Annualized 3 Year Total Returns (Daily) 3.12%
Annualized 5 Year Total Returns (Daily) 7.72%
Annualized 10 Year Total Returns (Daily) 8.05%
Annualized 15 Year Total Returns (Daily) 8.86%
Annualized Total Returns Since Inception (Daily) 6.92%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:LKBAX", "one_year_total_return")
Last 5 Data Points: =YCS("M:LKBAX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.