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LGILX: LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND (MUTUAL FUND)
Basic Info 27.06 0.08(0.29%) July 11
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 12/17/1997 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 7.78% |
| Expenses | 0.78% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/17/1997 |
2024 | 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(%) | -0.8 | 4.2 | 9.6 | 22.9 | 11.8 | 14.3 | 15.6 | 12.6 | 8.5 | 22.6 | 24.8 | -45.0 | 5.7 | 31.4 | 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 | 0.18 | 0.26 | 0.87 | 0.41 | 0.57 | NA | NA | 0.32 | 0.81 | 0.87 | -1.29 | 0.24 | 0.87 | 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 | 23.1 | 23.1 | 23.1 | 43.0 | 43.0 | NA | NA | 67.7 | 13.6 | 14.8 | 46.2 | 19.3 | 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 | 28.7 | 25.0 | 22.5 | 23.6 | 22.5 | NA | NA | 22.1 | 19.8 | 23.8 | 36.1 | 23.8 | 35.8 | 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 | 0.06 | 0.07 | 0.21 | 0.11 | 0.14 | NA | NA | 0.08 | 0.18 | 0.24 | -0.52 | 0.08 | 0.32 | 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 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.04 | -0.06 | 0.03 | -0.06 | 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 | 0.92 | 0.93 | 0.93 | 0.89 | 0.93 | NA | NA | 0.91 | 0.87 | 0.85 | 0.9 | 0.68 | 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 | 0.99 | 0.98 | 0.97 | 0.95 | 0.94 | NA | NA | 0.91 | 0.81 | 0.49 | 0.86 | 0.48 | 0.98 | 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 | 7.8 | 13.1 | 10.8 | 11.9 | 17.1 | 15.4 | N/A | 9.9 | 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 | -46.3 | 8.2 | 88.1 | 305.0 | N/A | N/A | N/A | -46.3 | 66.9 | -45.0 | 174.8 | -18.9 | 22.7 | -41.9 | 874.2 | -74.9 | -68.2 | 179.1 | 341.3 | -2.1 | 2463.6 | -73.8 | N/A | -100.0 | -31.6 | 137.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 172.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/1997
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View Historical Data in an advanced chart |
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See LARGE GROWTH Asset Class Trend Rankings |
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