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
SWMSX: LAUDUS SMALL-CAP MARKETMASTERS FUND SELECT SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/2004 |
| Last Dividend Date: | 02/25/2019 |
| 12-Mo. Yield | 9.41% |
| Expenses | 1.21% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2004 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.1 | 3.6 | 7.8 | 5.5 | 10.4 | -16.3 | 12.1 | 18.7 | -5.2 | 2.5 | 32.4 | 15.7 | -7.7 | 23.5 | 28.7 | -36.0 | 3.5 | 14.9 | -5.4 | 14.0 |
| Sharpe Ratio | NA | -0.66 | 0.49 | 0.16 | 0.63 | 0.22 | 5.71 | -0.97 | 0.97 | 0.99 | -0.32 | 0.16 | 2.39 | 0.94 | -0.25 | 1.03 | 0.92 | -0.95 | 0.03 | 0.7 | -0.43 | 1.6 |
| Draw Down(%) | NA | 28.3 | 28.3 | 28.3 | 29.6 | 55.4 | 1.9 | 28.3 | 6.5 | 15.5 | 17.0 | 13.6 | 5.6 | 12.3 | 29.6 | 18.7 | 26.7 | 47.8 | 12.1 | 18.2 | 12.8 | 13.3 |
| Standard Deviation(%) | NA | 17.2 | 15.5 | 16.1 | 19.8 | 21.4 | 12.0 | 18.1 | 11.9 | 18.5 | 16.3 | 15.5 | 13.5 | 16.8 | 31.1 | 22.8 | 31.0 | 38.7 | 17.2 | 16.5 | 17.4 | 16.1 |
| Treynor Ratio | NA | -0.14 | 0.08 | 0.03 | 0.13 | 0.05 | 1.42 | -0.2 | 0.11 | 0.18 | -0.05 | 0.03 | 0.35 | 0.17 | -0.08 | 0.25 | 0.31 | -0.42 | 0.01 | 0.12 | -0.08 | 0.28 |
| Alpha | NA | -0.06 | -0.02 | -0.02 | -0.02 | -0.01 | 0.04 | -0.05 | -0.04 | 0.03 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.02 | -0.03 | 0.0 | -0.02 | 0.01 | -0.05 | 0.02 |
| Beta | NA | 0.83 | 0.93 | 0.95 | 0.94 | 0.93 | 0.48 | 0.9 | 1.06 | 1.02 | 0.99 | 0.95 | 0.92 | 0.91 | 0.95 | 0.94 | 0.94 | 0.89 | 0.93 | 0.96 | 0.99 | 0.91 |
| RSquared | NA | 0.86 | 0.86 | 0.89 | 0.94 | 0.94 | 0.49 | 0.93 | 0.84 | 0.92 | 0.94 | 0.93 | 0.95 | 0.87 | 0.97 | 0.98 | 0.98 | 0.98 | 0.97 | 0.96 | 0.74 | 0.93 |
| Yield(%) | N/A | 9.4 | 9.6 | 6.4 | 9.2 | N/A | 0.9 | 8.9 | 12.9 | 1.5 | 5.9 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 2.6 | 16.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -25.9 | 207.1 | N/A | N/A | N/A | -92.1 | -31.3 | 940.1 | -77.7 | 159.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | -95.8 | -84.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2004
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 Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) (99%)
- IWO (iShares Russell 2000 Growth ETF) (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) (99%)
- VBK (Vanguard Small-Cap Growth ETF) (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) (23%)
Latest Articles Related to SWMSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
