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LIFNX: LAUDUS MONDRIAN INTERNATIONAL GOVERNMENT FIXED INCOME FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/06/2007 |
| Last Dividend Date: | 12/28/2018 |
| 12-Mo. Yield | 4.70% |
| Expenses | 0.71% |
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Performance Analytics (As of 03/28/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/06/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | -2.6 | 1.5 | 0.0 | 1.8 | 2.1 | 1.7 | -0.2 | 10.5 | 0.0 | -5.5 | -3.4 | -7.6 | 1.2 | 3.2 | 6.5 | 7.6 | 10.8 | 1.3 |
| Sharpe Ratio | NA | -0.72 | 0.09 | -0.07 | 0.2 | 0.23 | 0.94 | -0.26 | 1.51 | -0.02 | -0.67 | -0.6 | -1.02 | 0.19 | 0.42 | 0.82 | 0.76 | 0.9 | 0.8 |
| Draw Down(%) | NA | 8.7 | 14.1 | 14.3 | 21.1 | 21.1 | 1.8 | 9.2 | 4.5 | 14.1 | 7.8 | 8.4 | 9.8 | 4.5 | 7.0 | 7.4 | 8.9 | 11.1 | 5.0 |
| Standard Deviation(%) | NA | 5.7 | 6.8 | 7.0 | 7.2 | 7.8 | 5.9 | 5.9 | 6.5 | 8.1 | 8.3 | 5.7 | 7.5 | 6.0 | 7.5 | 7.9 | 10.0 | 11.0 | 8.7 |
| Treynor Ratio | NA | -0.05 | 0.01 | -0.01 | 0.02 | 0.02 | 0.06 | -0.02 | 0.11 | 0.0 | -0.06 | -0.04 | -0.08 | 0.01 | 0.04 | 0.09 | 0.09 | 0.12 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.03 | 0.03 |
| Beta | NA | 0.88 | 0.94 | 0.96 | 0.9 | 0.88 | 0.95 | 0.89 | 0.94 | 0.98 | 0.99 | 0.97 | 0.96 | 0.96 | 0.88 | 0.75 | 0.83 | 0.8 | 0.87 |
| RSquared | NA | 0.87 | 0.93 | 0.93 | 0.89 | 0.87 | 0.91 | 0.88 | 0.94 | 0.96 | 0.95 | 0.91 | 0.88 | 0.84 | 0.83 | 0.85 | 0.9 | 0.82 | 0.76 |
| Yield(%) | N/A | 4.7 | 1.9 | 2.2 | 2.5 | N/A | 0.0 | 4.9 | 0.0 | 0.7 | 1.9 | 4.2 | 0.6 | 1.2 | 5.0 | 1.5 | 4.4 | 3.6 | 0.0 |
| Dividend Growth(%) | N/A | 24405.0 | -20.7 | -16.7 | N/A | N/A | -100.0 | 24405.0 | -96.8 | -66.7 | -57.6 | 586.2 | -53.9 | -75.9 | 255.2 | -65.0 | 27.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2007
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