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
LIEIX: LAUDUS MONDRIAN INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2008 |
| Last Dividend Date: | 12/12/2017 |
| 12-Mo. Yield | 3.61% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/26/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.0 | -9.4 | 4.0 | 2.0 | 2.0 | 1.0 | -13.1 | 21.1 | 3.2 | -1.7 | -1.4 | 20.8 | 10.7 | -5.6 | 0.6 | 19.3 | -30.8 |
| Sharpe Ratio | NA | -0.71 | 0.24 | 0.12 | 0.09 | 0.04 | -1.09 | 2.86 | 0.17 | -0.12 | -0.13 | 1.69 | 0.67 | -0.23 | 0.03 | 0.75 | -1.0 |
| Draw Down(%) | NA | 19.5 | 19.5 | 20.1 | 46.1 | 51.8 | 19.5 | 3.8 | 9.8 | 17.1 | 14.2 | 8.7 | 15.2 | 20.6 | 19.9 | 30.7 | 44.1 |
| Standard Deviation(%) | NA | 14.8 | 14.3 | 13.7 | 20.3 | 20.4 | 17.0 | 7.2 | 17.2 | 15.4 | 11.0 | 12.3 | 16.1 | 24.3 | 19.0 | 25.8 | 50.3 |
| Treynor Ratio | NA | -0.13 | 0.04 | 0.02 | 0.02 | 0.01 | -0.23 | 0.23 | 0.03 | -0.02 | -0.02 | 0.23 | 0.13 | -0.06 | 0.01 | 0.22 | -0.56 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | -0.01 | -0.06 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.03 | 0.02 |
| Beta | NA | 0.81 | 0.89 | 0.91 | 0.88 | 0.88 | 0.82 | 0.87 | 0.92 | 0.94 | 0.92 | 0.89 | 0.85 | 0.88 | 0.86 | 0.86 | 0.91 |
| RSquared | NA | 0.36 | 0.72 | 0.78 | 0.9 | 0.9 | 0.34 | 0.78 | 0.93 | 0.92 | 0.88 | 0.88 | 0.78 | 0.95 | 0.94 | 0.94 | 0.95 |
| Yield(%) | N/A | 3.6 | 4.4 | 7.6 | 4.8 | N/A | 0.0 | 4.2 | 2.9 | 6.0 | 26.0 | 3.1 | 3.7 | 4.9 | 3.1 | 1.9 | 0.6 |
| Dividend Growth(%) | N/A | 49.4 | -71.1 | 197.7 | N/A | N/A | -100.0 | 49.4 | -56.4 | -83.1 | 867.0 | -12.8 | -31.6 | 53.5 | 94.4 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2008
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 Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) (99%)
- DWM (WisdomTree International Equity Fund) (96%)
- DTH (WisdomTree International High Dividend Fund) (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) (93%)
- DWX (SPDR S&P International Dividend ETF) (92%)
- IDV (iShares International Select Dividend ETF) (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) (91%)
- FNDF (Schwab Fundamental International Equity ETF) (2%)
Latest Articles Related to LIEIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
