Find A Portfolio/Ticker
Comparison Box
LGILX: LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND (MUTUAL FUND)
Basic Info 22.9 0.11(0.48%) May 01
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (60%) |
Start Date: | 12/17/1997 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.78% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/21/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 8.1 | 35.2 | 3.0 | 12.3 | 13.8 | 15.6 | 12.0 | 15.1 | 24.8 | -38.1 | 20.1 | 38.4 | 32.6 | 2.0 | 33.9 | 0.8 | 6.3 | 8.4 | 37.7 | 18.2 | 1.2 | 14.5 | 49.6 | -37.7 | 17.4 | 5.5 | 14.4 | 12.0 | 29.7 | -28.6 | -23.2 | -28.1 | 24.1 | 20.0 | 0.2 |
Sharpe Ratio | NA | 1.84 | 2.35 | 0.07 | 0.43 | 0.6 | NA | NA | 0.3 | 0.87 | -1.17 | 1.09 | 1.07 | 1.97 | 0.03 | 3.49 | 0.04 | 0.38 | 0.53 | 2.94 | 1.2 | 0.05 | 0.81 | 2.01 | -0.98 | 0.89 | 0.16 | 1.02 | 0.84 | 1.68 | -1.09 | -0.92 | -1.02 | 0.99 | 0.74 | 0.16 |
Draw Down(%) | NA | 7.5 | 10.9 | 43.0 | 43.0 | 43.0 | NA | NA | 67.7 | 14.8 | 40.6 | 9.3 | 31.0 | 8.4 | 22.2 | 3.1 | 15.6 | 14.2 | 11.1 | 7.5 | 12.2 | 19.3 | 15.8 | 17.9 | 49.3 | 8.7 | 17.4 | 8.9 | 11.9 | 10.8 | 36.7 | 40.2 | 37.5 | 13.5 | 23.9 | 3.5 |
Standard Deviation(%) | NA | 17.4 | 16.3 | 24.1 | 25.8 | 21.6 | NA | NA | 22.1 | 23.8 | 33.8 | 18.4 | 35.6 | 15.8 | 22.3 | 9.6 | 15.6 | 16.8 | 15.8 | 12.8 | 15.2 | 25.1 | 17.6 | 24.6 | 39.5 | 16.2 | 14.1 | 12.0 | 13.2 | 17.3 | 27.3 | 28.1 | 31.6 | 21.0 | 22.5 | 17.1 |
Treynor Ratio | NA | 0.35 | 0.43 | 0.02 | 0.12 | 0.14 | NA | NA | 0.07 | 0.24 | -0.44 | 0.25 | 0.39 | 0.43 | 0.01 | 0.32 | 0.01 | 0.06 | 0.07 | 0.37 | 0.19 | 0.01 | 0.16 | 0.51 | -0.37 | 0.15 | 0.02 | 0.13 | 0.13 | 0.33 | -0.35 | -0.33 | -0.42 | 0.25 | 0.19 | 0.07 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.04 | -0.01 | 0.03 | -0.05 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.03 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | -0.06 | 0.04 | -0.02 | 0.14 |
Beta | NA | 0.91 | 0.9 | 0.89 | 0.92 | 0.93 | NA | NA | 0.9 | 0.85 | 0.9 | 0.79 | 0.98 | 0.73 | 1.06 | 1.05 | 1.03 | 1.01 | 1.12 | 1.02 | 0.98 | 0.94 | 0.9 | 0.98 | 1.04 | 0.95 | 0.93 | 0.95 | 0.86 | 0.88 | 0.85 | 0.78 | 0.77 | 0.83 | 0.89 | 0.4 |
RSquared | NA | 0.98 | 0.96 | 0.94 | 0.95 | 0.93 | NA | NA | 0.91 | 0.49 | 0.96 | 0.84 | 0.97 | 0.71 | 0.98 | 0.89 | 0.95 | 0.95 | 0.93 | 0.93 | 0.88 | 0.98 | 0.95 | 0.95 | 0.96 | 0.93 | 0.74 | 0.87 | 0.9 | 0.96 | 0.97 | 0.94 | 0.74 | 0.71 | 0.91 | 0.59 |
Yield(%) | N/A | 0.0 | 19.2 | 11.0 | 12.5 | 12.7 | 20.0 | 16.0 | N/A | 22.8 | 7.5 | 14.6 | 6.7 | 10.3 | 7.8 | 15.9 | 1.7 | 6.5 | 18.5 | 8.3 | 2.2 | 2.2 | 0.1 | 0.5 | 0.0 | 0.1 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 67.4 | 109.7 | 54.0 | N/A | N/A | N/A | N/A | 67.4 | -45.1 | 175.7 | -19.1 | 22.9 | -42.0 | 877.8 | -75.0 | -68.2 | 178.7 | 335.7 | 0.0 | 2700.0 | -75.0 | N/A | -100.0 | -50.0 | 100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.21% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.81% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.03% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.32% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.13% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.02% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.20% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.08% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.40% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.53% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.28% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.36% (99%)
- QQQQ (PowerShares QQQ) 0.72% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.60% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.33% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.47% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.29% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.32% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.17% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.86% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.12% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.08% (98%)
- GAM (General American Investors Closed Fund) 0.15% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.0% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.20% (22%)