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LIEFX: LAUDUS MONDRIAN INTERNATIONAL EQUITY FUND SELECT SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2008 |
| Last Dividend Date: | 12/15/2016 |
| 12-Mo. Yield | 2.63% |
| Expenses | 1.12% |
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Performance Analytics (As of 07/27/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/20/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -43.7 | -36.0 | -16.1 | -2.9 | -4.3 | -35.9 | 3.3 | -1.9 | -1.5 | 20.7 | 10.7 | -5.7 | 0.5 | 19.2 | -30.8 |
| Sharpe Ratio | NA | -0.63 | -0.45 | -0.11 | -0.16 | -0.72 | 0.18 | -0.12 | -0.14 | 1.68 | 0.67 | -0.24 | 0.02 | 0.74 | -1.0 |
| Draw Down(%) | NA | 44.3 | 44.3 | 44.3 | 51.9 | 44.3 | 9.8 | 17.1 | 14.2 | 8.6 | 15.2 | 20.7 | 20.0 | 30.7 | 44.2 |
| Standard Deviation(%) | NA | 57.6 | 35.8 | 28.8 | 28.3 | 75.9 | 17.4 | 15.4 | 10.9 | 12.3 | 16.0 | 24.2 | 19.0 | 25.7 | 50.4 |
| Treynor Ratio | NA | -0.53 | -0.18 | -0.03 | -0.05 | -1.43 | 0.03 | -0.02 | -0.02 | 0.23 | 0.13 | -0.07 | 0.01 | 0.22 | -0.56 |
| Alpha | NA | -0.17 | -0.05 | -0.03 | -0.02 | -0.26 | 0.0 | 0.02 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.03 | 0.02 |
| Beta | NA | 0.69 | 0.9 | 0.9 | 0.88 | 0.38 | 0.93 | 0.93 | 0.92 | 0.88 | 0.84 | 0.88 | 0.85 | 0.85 | 0.91 |
| RSquared | NA | 0.02 | 0.21 | 0.28 | 0.62 | 0.0 | 0.92 | 0.92 | 0.89 | 0.87 | 0.78 | 0.95 | 0.94 | 0.94 | 0.95 |
| Yield(%) | N/A | 2.6 | 9.7 | 9.4 | N/A | 0.0 | 2.8 | 5.9 | 26.0 | 3.0 | 3.6 | 4.9 | 3.0 | 1.8 | 0.6 |
| Dividend Growth(%) | N/A | -57.2 | 216.6 | N/A | N/A | -100.0 | -57.2 | -83.3 | 877.8 | -12.3 | -32.3 | 55.6 | 92.7 | 134.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
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