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LK Balanced Institutional (LKBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.35+0.45 (+0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.76%
5-year average return8.29%
Number of years up8
Number of years down3
Best 1-yr total return (6 Jun 2024)22.89%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return22.89%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLKBLXCategory
YTD5.36%11.35%
1-month2.07%0.99%
3-month0.89%5.92%
1-year14.93%32.83%
3-year4.04%11.75%
5-year9.08%11.53%
10-year6.43%8.98%
Last bull market17.55%17.67%
Last bear market-9.93%-15.71%

Annual total return (%) history

Year
LKBLXCategory
2024
N/AN/A
2023
8.31%N/A
2022
-5.57%N/A
2021
22.89%N/A
2020
5.13%13.51%
2019
20.38%21.35%
2018
-3.19%-7.93%
2017
14.03%15.80%
2016
9.86%7.93%
2015
-3.58%-2.77%
2014
0.81%5.71%
2013
17.90%21.31%
2012
N/A13.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.12%N/AN/AN/A
20231.01%2.58%-0.88%5.46%
2022-1.92%-9.93%-2.35%9.46%
202111.93%4.86%-2.16%7.02%
2020-20.13%10.87%3.36%14.85%
20198.71%5.57%0.22%4.65%
2018-1.48%3.41%6.11%-10.45%
20171.57%1.63%5.75%4.46%
20161.94%2.83%2.38%2.37%
20152.11%-1.91%-5.30%1.65%
20143.33%3.46%-1.88%-3.90%
20137.95%-0.79%3.64%6.21%
20125.53%2.16%N/AN/A

Rank in category (by total return)

YTD75
1-month94
3-month94
1-year86
3-year23
5-year43

Load adjusted returns

1-year14.93%
3-year4.04%
5-year9.08%
10-year6.43%