LKCM Balanced Fund Institutional (LKBAX)
28.58
-0.02
(-0.07%)
USD |
Jan 14 2026
LKBAX 1 Year Total Returns (Daily): 9.91% for Jan. 14, 2026
1 Year Total Returns (Daily) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Total Return Definition
The Total return is the change in price over a specific period of time that includes dividends and distributions paid.
1 Year Total Returns (Daily) Range, Past 5 Years
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1 Year Total Returns (Daily) Benchmarks
| Touchstone Balanced Fund Y | 15.77% |
| Green Century Balanced Fund Individual Investor | 10.14% |
| Fidelity Balanced Fund | 17.31% |
| VALIC Company Asset Allocation Fund | 12.95% |
| Columbia Balanced Fund R | 15.21% |
1 Year Total Returns (Daily) Related Metrics
1 Year Total Returns (Daily) Excel Add-In Codes
| 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. |