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LEMSX: LAUDUS MONDRIAN EMERGING MARKETS FUND SELECT SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/08/2007 |
| Last Dividend Date: | 12/15/2016 |
| 12-Mo. Yield | 2.38% |
| Expenses | 1.52% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/08/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.2 | -1.8 | 0.7 | 8.2 | -19.5 | -1.6 | -10.1 | 20.4 | -12.4 | 12.9 | 67.2 | -44.0 | -2.6 |
| Sharpe Ratio | NA | -0.2 | -0.39 | -0.14 | -0.08 | 0.03 | 0.51 | -1.29 | -0.14 | -0.7 | 1.32 | -0.56 | 0.7 | 2.1 | -0.91 | -0.75 |
| Draw Down(%) | NA | 16.3 | 36.7 | 39.0 | 61.0 | 16.3 | 10.8 | 25.3 | 15.9 | 19.9 | 17.2 | 23.5 | 14.1 | 24.0 | 61.0 | 7.3 |
| Standard Deviation(%) | NA | 24.0 | 19.8 | 18.5 | 24.6 | 24.9 | 15.5 | 15.1 | 11.9 | 14.5 | 15.6 | 22.3 | 18.3 | 31.9 | 49.2 | 26.1 |
| Treynor Ratio | NA | -0.05 | -0.09 | -0.03 | -0.02 | 0.01 | 0.09 | -0.25 | -0.02 | -0.11 | 0.24 | -0.15 | 0.15 | 0.69 | -0.47 | -0.24 |
| Alpha | NA | -0.09 | -0.05 | -0.04 | -0.02 | -0.09 | -0.01 | -0.03 | -0.01 | -0.02 | 0.02 | 0.02 | -0.01 | -0.01 | 0.06 | 0.0 |
| Beta | NA | 0.87 | 0.82 | 0.86 | 0.91 | 0.83 | 0.86 | 0.79 | 0.87 | 0.95 | 0.86 | 0.85 | 0.83 | 0.96 | 0.96 | 0.81 |
| RSquared | NA | 0.19 | 0.5 | 0.54 | 0.89 | 0.1 | 0.93 | 0.89 | 0.89 | 0.88 | 0.8 | 0.97 | 0.94 | 0.97 | 0.97 | 0.97 |
| Yield(%) | N/A | 2.4 | 1.7 | 1.9 | N/A | 0.0 | 2.8 | 1.0 | 2.7 | 1.1 | 2.5 | 1.8 | 2.9 | 2.0 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | 125.3 | -2.8 | N/A | N/A | -100.0 | 125.3 | -65.4 | 109.2 | -49.3 | 22.9 | -32.4 | 139.8 | 38.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/08/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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