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LIEFX: LAUDUS MONDRIAN INTERNATIONAL EQUITY FUND SELECT SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2008 |
Last Dividend Date: | 12/15/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.12% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/20/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -9.8 | -4.3 | 13.0 | 3.3 | -1.9 | -1.5 | 20.7 | 10.7 | -5.7 | 0.6 | 19.1 | -30.8 |
Sharpe Ratio | NA | 1.33 | 0.08 | 0.63 | 0.08 | 2.93 | 0.18 | -0.12 | -0.14 | 1.68 | 0.67 | -0.23 | 0.02 | 0.74 | -1.0 |
Draw Down(%) | NA | 7.1 | 20.1 | 20.1 | 51.9 | 3.8 | 9.8 | 17.1 | 14.2 | 8.6 | 15.2 | 20.7 | 20.0 | 30.7 | 44.2 |
Standard Deviation(%) | NA | 9.4 | 14.6 | 13.7 | 21.1 | 8.0 | 17.4 | 15.4 | 10.9 | 12.3 | 16.0 | 24.2 | 19.0 | 25.7 | 50.4 |
Treynor Ratio | NA | 0.14 | 0.01 | 0.09 | 0.02 | 0.26 | 0.03 | -0.02 | -0.02 | 0.23 | 0.13 | -0.07 | 0.01 | 0.22 | -0.56 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.03 | 0.02 |
Beta | NA | 0.92 | 0.93 | 0.93 | 0.89 | 0.9 | 0.91 | 0.93 | 0.92 | 0.88 | 0.85 | 0.87 | 0.85 | 0.85 | 0.91 |
RSquared | NA | 0.83 | 0.91 | 0.9 | 0.93 | 0.79 | 0.9 | 0.92 | 0.89 | 0.87 | 0.79 | 0.95 | 0.94 | 0.94 | 0.95 |
Yield(%) | N/A | 2.6 | 9.7 | 9.4 | N/A | 0.0 | 2.7 | 5.9 | 26.0 | 3.0 | 3.6 | 4.9 | 3.0 | 1.8 | 0.5 |
Dividend Growth(%) | N/A | -58.3 | 217.9 | N/A | N/A | -100.0 | -58.3 | -83.3 | 881.8 | -12.0 | -32.4 | 54.2 | 100.0 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2008
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