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LIEIX: LAUDUS MONDRIAN INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2008 |
Last Dividend Date: | 12/12/2017 |
12-Mo. Yield | 4.13% |
Expenses | 1.05% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -2.4 | 1.3 | 4.0 | 1.0 | -13.1 | 21.1 | 3.2 | -1.7 | -1.4 | 20.8 | 10.7 | -5.6 | 0.6 | 19.3 | -30.8 |
Sharpe Ratio | NA | -0.71 | 0.24 | 0.12 | 0.09 | 0.04 | -1.09 | 2.86 | 0.17 | -0.12 | -0.13 | 1.69 | 0.67 | -0.23 | 0.03 | 0.75 | -1.0 |
Draw Down(%) | NA | 19.5 | 19.5 | 20.1 | 46.1 | 51.8 | 19.5 | 3.8 | 9.8 | 17.1 | 14.2 | 8.7 | 15.2 | 20.6 | 19.9 | 30.7 | 44.1 |
Standard Deviation(%) | NA | 14.8 | 14.3 | 13.7 | 20.3 | 20.4 | 17.0 | 7.2 | 17.2 | 15.4 | 11.0 | 12.3 | 16.1 | 24.3 | 19.0 | 25.8 | 50.3 |
Treynor Ratio | NA | -0.13 | 0.04 | 0.02 | 0.02 | 0.01 | -0.23 | 0.23 | 0.03 | -0.02 | -0.02 | 0.23 | 0.13 | -0.06 | 0.01 | 0.22 | -0.56 |
Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | -0.01 | -0.06 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.03 | 0.02 |
Beta | NA | 0.81 | 0.89 | 0.91 | 0.88 | 0.89 | 0.82 | 0.88 | 0.92 | 0.94 | 0.92 | 0.89 | 0.85 | 0.88 | 0.86 | 0.86 | 0.91 |
RSquared | NA | 0.36 | 0.72 | 0.78 | 0.9 | 0.9 | 0.34 | 0.78 | 0.93 | 0.92 | 0.88 | 0.88 | 0.79 | 0.95 | 0.94 | 0.94 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2008
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