Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AXLVX (Laudus Rosenberg US Large Cap Inv) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 12/28/2010, Common starting date is 08/01/2002
More Performance Analytics Comparison
Name Start Date End Date
AXLVX (Laudus Rosenberg US Large Cap Inv) 08/01/2002 12/28/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) NA -100.00 -100.00 -100.00 NA NA NA -100.00 18.96 -39.32 7.34 14.04 10.83 11.48 25.12 -1.62
Sharpe Ratio NA NA NA NA NA NA NA NA 0.81 -0.99 0.25 0.89 0.74 0.91 1.55 -0.20
Standard Deviation(%) NA NA NA NA NA NA NA NA 23.38 40.70 17.12 11.93 11.54 11.53 15.69 24.90
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 24.76 50.08 10.52 10.51 7.87 9.85 12.01 16.45
Yield(%) NA 0.35 0.58 4.77 4.79 3.19 2.39 0.35 1.15 0.80 16.70 3.89 9.82 1.51 0.00 0.00
Data as of 12/28/2010, Common starting date is 08/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AXLVX (Laudus Rosenberg US Large Cap Inv) -15.19%
Feb 2006 – Feb 2009
-5.48%
Feb 2004 – Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AXLVX (Laudus Rosenberg US Large Cap Inv) 18.14%
Feb 2003 – Feb 2006
15.19%
Sep 2002 – Sep 2007
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return