It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LGEQX: Laudus Mondrian Global Equity Inv (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/19/2008 |
| Last Dividend Date: | 12/15/2011 |
| 12-Mo. Yield | 2.59% |
| Expenses | 1.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/30/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/19/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 4.7 | 4.0 | -1.1 | 5.1 | 1.0 | 3.8 | 22.0 | -29.3 |
| Sharpe Ratio | NA | 0.34 | 0.22 | -0.05 | 0.41 | 0.04 | 0.2 | 0.86 | -0.95 |
| Draw Down(%) | NA | 12.4 | 17.8 | 49.5 | 12.4 | 17.8 | 16.5 | 30.4 | 41.0 |
| Standard Deviation(%) | NA | 13.8 | 18.5 | 26.1 | 13.5 | 22.3 | 18.4 | 25.5 | 50.5 |
| Treynor Ratio | NA | 0.07 | 0.05 | -0.01 | 0.08 | 0.01 | 0.04 | 0.26 | -0.55 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | 0.05 | -0.02 | -0.03 | 0.06 |
| Beta | NA | 0.71 | 0.81 | 0.85 | 0.7 | 0.83 | 0.84 | 0.85 | 0.88 |
| RSquared | NA | 0.77 | 0.9 | 0.93 | 0.74 | 0.94 | 0.94 | 0.94 | 0.95 |
| Yield(%) | N/A | 2.6 | 2.4 | N/A | 0.0 | 2.6 | 2.3 | 2.6 | 2.2 |
| Dividend Growth(%) | N/A | 16.2 | N/A | N/A | -100.0 | 16.2 | 2.8 | -18.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (95%)
- VT (Vanguard Total World Stock ETF) (95%)
- SDIV (Global X SuperDividend ETF) (32%)
- URTH (iShares MSCI World ETF) (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)
Latest Articles Related to LGEQX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
